A Visual Capitalist chart tracks how the market for data center processors shifted between 2021 and 2025. Using Bloomberg data and company-reported segment revenue from Nvidia, Intel and AMD, it shows each company's share of the combined total for the three firms.

In the first quarter of 2021 Intel held 68% of the combined revenue, Nvidia 25% and AMD 7%. Nvidia's share rose to 38% by the second quarter of 2022 and reached 46% in the first quarter of 2023. In the second quarter of 2023 it jumped to 66%, and it hit 73% in the third quarter and 75% in the fourth.

The climb continued through 2024, with Nvidia at 79% in the first quarter, 80% in the second and third quarters, and 83% in the fourth. It held 83% in the first quarter of 2025, 85% in the second and 86% in the third. The estimate for the fourth quarter of 2025 is also 86%.

Intel moved the other way. Its share fell from 68% in early 2021 to 44% by the third quarter of 2022 and 16% by the end of 2023. It stood at 7% in the third quarter of 2025, with an estimated 6% for the fourth quarter. AMD began near 7%, peaked at 17% in the third and fourth quarters of 2022, and ended the period near 7%.

Visual Capitalist links the shift to the rise of ChatGPT, which moved data center spending toward GPUs. The article attributes Intel's decline to CPU delays and an AI accelerator push that did not scale as planned. The figures are market shares of the three-company total rather than dollar revenue.

Source: Visual Capitalist - https://www.visualcapitalist.com/charted-the-battle-for-ai-data-center-revenue-2021-2025/