AI Chip Market Competition

AI Chip Market Share of Top Five Manufacturers (Q1 2025 - Q2 2026)

This chart illustrates the quarterly market share percentages of leading AI chip manufacturers from Q1 2025 to Q2 2026. Nvidia maintained a dominant share, though showing a slight decline, while AMD demonstrated consistent growth. Intel's share remained stable, and Google and Amazon, as part of the custom silicon segment, showed modest increases. Data is compiled from various market analyses and company reports, with some quarterly figures interpolated or estimated due to varying reporting frequencies. Nvidia held approximately 86% of the AI accelerator market in 2025, declining to around 80-81% in 2026. AMD's market share grew from an estimated 5% in Q1 2025 to about 10% by Q2 2026. Intel's AI data center chip market share was approximately 3% in 2026. Google and Amazon, as part of the custom silicon category, collectively accounted for about 5% of the AI data center chip market in 2026, with individual figures estimated.