Nvidia Dominates Computing with 93% GPU Shipments Over Five Years

A five-year analysis of the computing market shows Nvidia leading with roughly 93% of discrete GPU shipments and about 75% of AI accelerator revenue, while AMD's growth has come mainly at Intel's expense in CPUs. ASIC shipments are projected to surpass GPUs by 2027.

2026-11-02 ~ 2026-11-02 · 2 related posts

• Five-year compute map: NVIDIA holds 93% of GPU units, custom ASICs to pass GPUs by 2027 — pdamodaran · 2026-11-02

1 near-duplicate retellings: pdamodaran