GPU market statistics show two markets moving at very different speeds: (1) PC graphics (integrated + discrete GPUs) with steady, cyclical shipment swings, and (2) data center GPUs/AI accelerators driving record infrastructure spending.
JPR projects a PC GPU installed base of roughly 2,995 million by 2029 (about 1.5% CAGR over the forecast window they cite).
Desktop Add-in Board (AIB) GPU Market
AIBs (discrete desktop graphics cards sold into the channel) are a useful “spot market” indicator because they react quickly to gaming demand, new GPU launches, and inventory cycles.
Q3 2025 AIB shipments:12.02M units.
Q3 2025 AIB market value: about $8.8B.
Q3 2025 AIB attach rate: about 162% (AIBs shipped per desktop CPU shipped), down roughly 0.6 percentage points QoQ.
JPR estimated an AIB installed base around 152M units and forecast an AIB CAGR around -0.7% (their stated forecast window).
JPR also noted data center GPU boards were up about 145.5% quarter-over-quarter in the same reporting cycle.
Chart: AIB GPU Market Share by Vendor (Q3 2025)
Vendor
Bar
Value
NVIDIA
92%
AMD
7%
Intel
1%
Max = 92%. Widths: NVIDIA 100.00%, AMD 7.61%, Intel 1.09%.
Data Center GPUs and AI Accelerators
Data center demand has become the headline driver for GPU supply chains, platform roadmaps, and hyperscaler capex.
Global server revenue (Q3 2025):$112.4B (up 61% YoY).
x86 server revenue (Q3 2025):$76.3B (+32.8% YoY).
Non-x86 server revenue (Q3 2025):$36.2B (+192.7% YoY).
Servers with embedded GPUs grew 49.4% YoY and accounted for more than half of total server revenue in Q3 2025.
NVIDIA reported $51.2BData Center revenue in Q3 fiscal 2026 (and $57.0B total quarterly revenue).
AMD reported $5.4BData Center segment revenue in Q4 2025, citing continued ramps of Instinct GPU shipments.
Chart: AI Data Center Chip Market (GPUs & AI accelerators, $B)
One industry report summary values the broader GPU market at about $70B (2024) and projects it could reach about $237.5B by 2030 (22%+ CAGR range in that forecast).
Gartner projected GPU revenue at about $51B, with growth of about 27% in 2025 (as part of its semiconductor outlook).
Omdia estimated AI data center chips (GPUs & accelerators) at about $123B shipped in 2024 and forecast about $207B in 2025, rising to about $286B by 2030.
AI Accelerator Competition and Investment
JPR identified 121 companies “making or planning to make” an AI processor (from IoT-class devices to hyperscale accelerators).
Those firms collectively attracted $13.5B+ in start-up funding (JPR’s report framing).
JPR also cited an estimated $60B in R&D from 26 public companies (using its stated assumption for AI allocation).
JPR expects consolidation: the “121 players” shrinking to around 25 survivors by the end of the decade.
Sources
Jon Peddie Research (JPR): Q3’25 PC GPU shipments press release
Jon Peddie Research (JPR): Q3’25 AIB (add-in board) market press release
