Bigger than the market: analysts size the whole 2025 GPU market at $57.71 billion to $81.2 billion, yet NVIDIA alone booked $162.4 billion of data center compute in its latest year. By units, the picture flips again: Intel ships most PC GPUs, and NVIDIA ships 90% of graphics cards.
Global GPU market size, 2025: six analyst estimates on one scale, against the data center compute revenue NVIDIA reported for its fiscal 2026. Each label shows how many times the lowest estimate it is.
Analysts count revenue from GPUs as each firm defines them, and the definitions are not published in full. NVIDIA's fiscal 2026 ran from late January 2025 to Jan 25, 2026, so it overlaps calendar 2025 by 11 of 12 months. Mordor Intelligence uses a 2026 base year ($144.8B) and is left off this 2025 scale.
GPU market share by vendor, Q2 2026, % of units: all PC GPUs (integrated and discrete) vs. graphics cards (discrete add-in boards)
Shares are the whole-percent labels on JPR's published charts. PC GPUs: 75.5 million units in Q2 2026, including the integrated graphics built into most Intel and AMD processors. Graphics cards: 12.5 million desktop add-in boards in the same quarter.
NVIDIA revenue by market platform, fiscal 2026, US$: data center GPUs and networking vs. gaming GPUs and the rest
Fiscal year ended Jan 25, 2026. Gaming revenue still grew 41% from $11.35B, but data center grew faster (68%) and is now 89.7% of the total. Shares are derived from NVIDIA's reported values in millions.
Gaming GPU revenue, latest fiscal year, US$: NVIDIA Gaming platform vs. AMD Gaming business (Radeon GPUs and console chips)
Periods differ by four weeks: NVIDIA's fiscal 2026 ended Jan 25, 2026; AMD's 2025 ended Dec 27, 2025. AMD's Gaming business includes semi-custom chips for game consoles as well as Radeon graphics cards; it grew 51% on "improved semi-custom sales and strong demand for AMD Radeon GPUs." Intel does not report GPU revenue separately.
GPU market forecast by publisher, US$: published base-year, next-year and end-of-forecast values
Lines join only the values each publisher states; the segments between them are straight lines, not yearly forecasts. End years differ (2030 to 2034), so the 2.6× spread compares Fortune BI's 2034 value with TBRC's 2030 value. KBV Research publishes no 2025 or 2026 total, only its 2033 forecast of $396.9B (15.2% a year from 2026), so it is not drawn.
GPU market size by segment, 2025 vs. 2033 forecast, US$: discrete GPUs, data center GPUs and PC GPUs (KBV Research)
Discrete GPUs is a type split (vs. integrated GPUs); the other two rows are device applications, so the rows overlap and do not sum. Growth multiples are derived: 3.0×, 2.9× and 3.0×. By region, KBV puts North America at $50.0B in 2025 and $145.6B in 2033.