According to the latest report from analyst firm Jon Peddie Research, NVIDIA's discrete GPU market share has solidified its position in another area, now standing at the top with 94% of all AIB shipments in Q2 2025. This represents a 2.1% increase compared to the prior quarter, during which the comp...
This is horrible. AMD doesn’t give a shit because they are making hefty profits from their CPUs. They see a long profit horizon now with Intel essentially out of the race. There’s very little incentive for them to spend more on anything else for less return, and I’m sure AMD’s major shareholders are reminding them that regularly.
I would say they probably care more about the enterprise GPU/compute market.
Consumer market is small and low margin (on a relative basis).
Yeah.
It’s a wafer allocation game for them too.