Nvidia GPU Market Share 2026

Axis Intelligence Research  ·  Sarah Mitchell  ·  July 14, 2026  ·  CC BY 4.0
NGISI™ v1.0 · 55 Data Points
90%
Nvidia discrete AIB GPU share Q1 2026 · down from 94% Q4 2025 record high · Jon Peddie Research Q1 2026
87.4%
Nvidia share of 3-vendor merchant AI DC revenue Q1 2026 · Axis Intelligence Research calc from NVIDIA + AMD + Intel SEC filings
85.1
NGISI™ Q1 2026 · Nvidia GPU Installed Base Supremacy Index · near-structural dominance zone · Axis Intelligence Research
~72%
Nvidia share of Steam gaming installed base · June 2026 · AMD at 19.13% · Valve Steam Hardware Survey
94%
Nvidia peak AIB share Q4 2025 · all-time high per Jon Peddie Research · AMD at historical low of 5% same quarter
44.3M
Total discrete GPU units shipped in 2025 · second highest in the decade · RTX 50-series drove growth · Jon Peddie Research
NGISI™ v1.0 — Q1 2026
85.1Nvidia GPU Installed Base Supremacy Index
Axis Intelligence Research — July 14, 2026
Score sits in the Near-Structural Dominance zone. Nvidia holds the majority in every measured GPU segment simultaneously — discrete shipments, AI data center revenue, and gaming installed base. The gaming installed base (72% on Steam) is the largest drag vs. the other two inputs.
AI DC revenue share (weight 50%)
87.4%
Discrete AIB share (weight 30%)
90%
Steam installed base (weight 20%)
72%
NGISI™ composite score
85.1
NGISI™ SCALE
0 — Equal competition 33 66 83 100 — Monopoly
▷ Current reading: 85.1 — Near-Structural Dominance
Formula: NGISI™ = (AI DC Revenue Share × 0.50) + (Discrete AIB Share × 0.30) + (Steam Installed Base × 0.20) — Inputs: 87.4% from SEC filings (NVIDIA + AMD + Intel Q1 2026); 90% from Jon Peddie Research Q1 2026; ~72% from Valve Steam Hardware Survey June 2026 — Methodology v1.0 · Updated quarterly · CC BY 4.0
Nvidia Discrete AIB GPU Share — Quarterly 2025–Q1 2026
Source: Jon Peddie Research AIB Market Watch Q1 2025 – Q1 2026 · via Tom's Hardware (March 7, 2026), KitGuru (June 11, 2026), WindowsCentral (June 2026), TechPowerUp (Sept 2025)
AI Data Center Revenue Share — Q1 2026 (Merchant)
Axis Intelligence Research calculation from SEC filings · NVIDIA $75.2B (8-K May 20, 2026) + AMD $5.775B (10-Q Mar 28, 2026) + Intel $5.1B (Q1 earnings) = $86.075B combined · Excludes custom hyperscaler ASICs (not revenue-reported)
GPU Market Share by Measurement Type — Mid-2026
Discrete AIB: Jon Peddie Research Q1 2026 · All PC GPU incl. iGPU: Jon Peddie Research Q3 2025 · Steam installed base: Valve Steam Hardware Survey June 2026 · iGPU column dominated by Intel CPU shipments (not competitive GPU sales)
Steam Gaming GPU Vendor Share — June 2026
Source: Valve Steam Hardware Survey June 2026 · via The FPS Review (July 6, 2026) · ~147M monthly active Steam users · Opt-in survey, active gaming PCs only · AMD accuracy improving in 2026 vs prior years
Annual Discrete AIB GPU Shipments (Millions of Units)
Source: Jon Peddie Research annual AIB data · 2025: 44.28M units — second highest in the decade per JPR · 2026 forecast: ~10% decline per JPR due to HBM price pressure and tariffs (market volume, not Nvidia competitive)
Nvidia Gaming Revenue vs Data Center ($B)
Source: NVIDIA 8-K Q4 FY2026 (SEC EDGAR, Feb 25, 2026) · Gaming FY2026: $16.04B (+41.3% YoY) · Data Center FY2026: $193.74B (+68.2% YoY) · Gaming share of total revenue fell from 17% (FY2024) to 7.4% (FY2026)
Nvidia GPU Competitive Position by Segment — Q1 2026
Segment Nvidia Share AMD Share Intel Share Measurement Method Period Source
*AI DC share excludes hyperscaler custom ASICs (Google TPU, AWS Trainium, Microsoft Maia) which are not revenue-reported externally. When included in market estimates, Nvidia DC share falls to 75–80% per IDC / Bloomberg Intelligence / TrendForce. †iGPU column dominated by Intel CPU shipments; not a competitive GPU metric in the traditional sense.