When we think about video cards, two brands come to mind: NVIDIA e AMD. This dispute is as iconic as Apple x Microsoft, PlayStation x Xbox or Android x iOS. However, it seems that rivalry only exists in our imagination. On the battlefield, that is, in global video card sales, NVIDIA is winning by a landslide.

A study by Jon Peddie Research (JPR) shows that, at the beginning of 2024, the Nvidia had 88% of sales, while AMD had 12%. Is it a monopoly you call it? Or does Nvidia simply no longer have any worthy rivals in this market segment?

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Nvidia grows even in a shrinking market

JPR says that 8.7 million plates were sold in the first three months of the year. This is less than the 9.5 million in the last quarter of 2023. Even with this drop, Nvidia continues to dominate.

At the beginning of last year, Nvidia had 84% of the market, and AMD and Intel had 12% and 4%. Now in 2024, Nvidia rose to 88%, and AMD remained at 12%.

This 88% shows that Nvidia has grown 8% since the end of 2023, even with the smaller market. This means that of the 8.7 million cards sold at the beginning of this year, 7.6 million were from Nvidia. Look… not just any company can grow even with the market shrinking.

Artificial intelligence is responsible for Nvidia’s advantage

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Nvidia is swimming hard not only in the GPU segment, but also in solutions for artificial intelligence. They even overtook Apple as the second largest company in the world by market value, behind only Microsoft.

Nvidia has achieved a market value of US$3.019 trillion, after its shares rose 5.2% last Wednesday (5). Microsoft leads with US$3.15 trillion. Nvidia shares are up 147% in 2024 and an impressive 3,290% over the past five years, driven by strong financial performance and demand for artificial intelligence.

About 80% of AI chips for data centers are supplied by Nvidia, whose customers include giants such as Microsoft, Meta and Google/Alphabet. In the last quarter, Nvidia’s revenue in the data center segment jumped 427%, with profit increasing 628% to reach US$14.88 billion. In addition, Nvidia will split its shares in a one-to-ten ratio, making them more accessible to individual investors.

What about Intel?

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At the end of 2023, data collected by Jon Peddie Research (JPR) revealed a challenging scenario for Intel. Gigante de Santa Clara recorded a market share of just 1%. This percentage represents a small fraction of the global GPU market. In 2024, Intel’s GPU sales didn’t even make it into the report.

But they have news coming. Intel Arc Xe2 GPUs promise 50% more performance than the previous generation. This could help Intel grow in the graphics card market. But it will be hard work, it will be.

Source: JPR

Source: https://www.hardware.com.br/noticias/nvidia-domina-mercado-placas-de-video.html

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