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We suggested in our review of Nvidia’s RTX-5060 Ti 8GB variant that the GeForce50 lineup might be the worst of Nvidia ever. Team Green’s latest graphics cards have propelled them to unprecedented market dominance, even without AI.
Jon Peddie Research Says,””https://www.jonpeddie.com/news/q125-pc-graphics-add-in-board-shipments-increased-8-5-from-last-quarter-due-to-nvidias-blackwell-ramping-up/””> total sales of dedicated desktop graphics cards reached 9.2 million units in the first quarter of 2025 – an increase of more than 8% both year-over-year and quarter-over-quarter. Nvidia, AMD and both launched new GPU lines during this time period. However, Nvidia gained more.
Nvidia shipped millions of RTX series GPUs from January to March, while AMD’s Radeon series shipped fewer that 750,000 units. Nvidia’s share of the market soared to an historic 92%. AMD was reduced to a record low of 8%, leaving Intel with nothing. Jon Peddie, a Tom’s Hardware contributor, said that AMD’s underproduction is the main reason for this dramatic gap.
AMD reported “unprecedented” demand for the RX 9070 and 9070 XT in March, suggesting that it was caught off guard and is now racing to ramp up supply.
The company also faces the added challenge of balancing its allocation of TSMC semiconductors between Radeon GPUs and Ryzen 9000 CPUs, which have also been in short supply following a strong market response. Interestingly, German GPU sales from last month ā outside the scope of the Jon Peddie report ā showed AMD ahead of Nvidia, hinting that upcoming financial briefs could reveal growing momentum for AMD’s cards if production can catch up.
Nvidia, meanwhile, expanded its already dominant market position despite releasing some of the least exciting graphics products in recent memory. In our reviews, we noted that the RTX 50 series GPUs deliver little performance uplift over the RTX 40 Super lineup.
During recent coverage of Nvidia’s quarterly financials, the company’s gaming revenue (PC graphics cards) surged to a record $3.8 billion, up 42% year-over-year and 48% quarter-over-quarter. This is the fastest growth rate in the gaming GPU segment for years.
But “overlooked” a factor
behind the gaming revenue growth could be the increasing divergence of high-end consumer graphics cards into small-scale AI operations. As the demand for AI computing spreads beyond large, data-center-based organizations to startups and independent developers some gaming-class graphics cards – particularly higher-end RTX – are repurposed to machine learning workloads.
It is to AMD’s credit that their latest Radeons have finally caught up with Nvidia on ray tracing and image quality upscaling after trailing behind for several GPU generations. This triumph, along with larger VRAM pools, has allowed the Radeon 9070XT, which costs over $600, to surpass its direct competitors in some scenarios and even touch the $1,000 RTX5080.
Upcoming quarter reports will shed more illumination on the battle between mainstream GPUs like the RTX 5060 and RX 9060. Intel Arc B770 may also be included. Nvidia could reduce consumer GPU production while AMD tries to increase production. This would allow Nvidia to focus on its real revenue generator: AI chips.
