By João Silva
Publication Date: 2026-03-08 10:00:00
The latest Jon Peddie Research (JPR) report for Q4 2025 paints a picture of a GPU market increasingly defined by a total Nvidia monopoly and a looming crisis for budget-conscious gamers. According to the data, Nvidia now controls a staggering 94% of the Add-In Board (AIB) market, up 10 points from the previous year.
In contrast, the same report claims AMD has plummeted to 5% market share, a 10-point YoY decline. As for Intel, it remains static at a marginal 1%. This shift comes as total AIB shipments fell to 11.48 million units, dropping 4.4% from the previous quarter and signalling a contraction in the consumer desktop space.
Image credit: JPR
The report highlights a growing “bloodbath” in 2026 regarding GPU pricing and availability. While AIB shipments technically increased by 36% compared to the past year, the market is being stifled by rising DRAM prices, global supply chain instability (supply-demand ratio, tariffs, etc.), and more advanced integrated graphics. The ongoing memory shortage is likely the primary culprit, with manufacturers diverting precious GDDR7 and GDDR6X supplies to high-margin AI and enterprise hardware, leaving the consumer gaming segment to fight over scraps. This has led to widespread scalping and price hikes, effectively making the sub-$500 mainstream gaming PC a dying breed.
The broader PC ecosystem is feeling the squeeze as well. While CPU shipments remained relatively healthy at 21…
