By Nick Routley
Publication Date: 2026-01-25 19:09:00
The Battle for AI Data Center Revenue (2021-2025)
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Key insights
- Data center spending has changed following the release of ChatGPT, with Nvidia increasing its market share from 25% to 86% since 2021.
- Intel fell from 68% to 6% after server CPU setbacks and a non-scalable AI accelerator boost.
In just five years, the companies competing for AI chips and data center market share have undergone significant restructuring.
This chart illustrates the changing market share of AI and data center revenue between Intel, Nvidia, and AMD over time.
Data comes from Bloomberg and company-reported segment sales from Nvidia, Intel and AMD. The chart shows each company’s share of combined (peer set) total revenue from 2021-2025.
