The massive image: In our evaluate of the 8GB variant of Nvidia’s RTX 5060 Ti, we recommended that the GeForce 50 lineup may go down as the corporate’s worst ever. But regardless of shortage at extra cheap pricing, fierce competitors from AMD, and loads of criticism, Staff Inexperienced’s newest household of graphics playing cards has propelled it to unprecedented market dominance (even with out taking AI into consideration).
In response to Jon Peddie Analysis, complete gross sales of devoted desktop graphics playing cards reached 9.2 million items within the first quarter of 2025 – a rise of greater than 8% each year-over-year and quarter-over-quarter. Though each Nvidia and AMD launched new GPU lineups throughout this era, Nvidia benefited way more.
Nvidia offered tens of millions of RTX 50 sequence GPUs between January and March, whereas AMD’s Radeon 9000 sequence shipped fewer than 750,000 items. Nvidia’s market share surged to a historic 92%, squeezing AMD right down to an all-time low of 8% and leaving nothing for Intel. Jon Peddie advised Tom’s {Hardware} that underproduction on AMD’s aspect is the first issue behind this dramatic hole.
AMD reported “unprecedented” demand for the RX 9070 and 9070 XT in March, suggesting that it was caught off guard and is now racing to ramp up provide.
The corporate additionally faces the added problem of balancing its allocation of TSMC semiconductors between Radeon GPUs and Ryzen 9000 CPUs, which have additionally been briefly provide following a robust market response. Apparently, German GPU gross sales from final month – exterior the scope of the Jon Peddie report – confirmed AMD forward of Nvidia, hinting that upcoming monetary briefs may reveal rising momentum for AMD’s playing cards if manufacturing can catch up.
Nvidia, in the meantime, expanded its already dominant market place regardless of releasing a number of the least thrilling graphics merchandise in current reminiscence. In our critiques, we famous that the RTX 50 sequence GPUs ship little efficiency uplift over the RTX 40 Tremendous lineup.
Throughout current protection of Nvidia’s quarterly financials, the corporate’s gaming income (PC graphics playing cards) surged to a report $3.8 billion, up 42% year-over-year and 48% quarter-over-quarter. That is the quickest progress price the gaming GPU section has seen in years.
Nevertheless an “missed” issue behind gaming income progress would be the rising diversion of high-end shopper GPUs into small-scale AI operations. As demand for AI compute spreads past giant information facilities to startups and impartial builders, some gaming-class GPUs – particularly higher-end RTX playing cards – are being repurposed for machine studying workloads.
To AMD’s credit score, their newest Radeons lastly caught up to Nvidia in ray tracing efficiency and upscaling picture high quality after trailing for a number of GPU generations. That triumph, alongside bigger VRAM swimming pools in some merchandise, has allowed the $600+ Radeon 9070 XT to outpace its direct opponents and contact the $1,000 RTX 5080 in sure eventualities.
Upcoming quarterly experiences will shed extra gentle on the battle between mainstream GPUs such because the RTX 5060, RX 9060, and probably the Intel Arc B770. Whereas AMD scrambles to extend manufacturing, Nvidia might cut back shopper GPU output to refocus on its true income driver: AI chips.
