- The AI and data center revenue market between 2021 and 2025 has witnessed a historic reversal among the three giants: Intel, Nvidia, and AMD.
- In 2021, Intel held over 68% of the AI and data center revenue market share, while Nvidia accounted for only about 25% and AMD stood at 7%.
- Following the AI chatbot explosion in late 2022, primarily driven by OpenAI’s ChatGPT, data center spending shifted heavily toward GPU infrastructure for training and operating LLMs.
- By the end of 2025, Nvidia increased its market share to 86%, becoming the absolute leader in the AI and data center space.
- Conversely, Intel fell from its “king” position to just 6% market share due to CPU delays in 2021–2022 and an AI accelerator strategy that failed to scale.
- AMD improved its position in the early stages, once reaching 17%, but was left far behind when Nvidia broke away strongly after 2023.
- Nvidia did not just improve GPUs; it built a synchronized AI platform: chips, networking, systems, libraries, and algorithms, creating a synergistic advantage at the ecosystem level.
- CEO Jensen Huang stated that Nvidia’s AI performance nearly doubles every year, far outpacing the slowdown of Moore’s Law for traditional CPUs.
- Intel became “out of sync” as data centers transitioned into GPU-heavy “AI factories,” even having to cancel its target of over $500 million in AI accelerator revenue for 2024.
- Consequently, in just five years, the power order of the AI chip and data center market has been completely reshuffled.
Conclusion: Between 2021 and 2025, the AI and data center revenue share shifted drastically: Nvidia soared from 25% to 86%, while Intel plummeted from 68% to 6%. ChatGPT and the wave of “AI factories” pushed GPU demand to its peak, exposing Intel’s CPU-centric weakness. CEO Jensen Huang noted that Nvidia’s AI performance nearly doubles annually, far exceeding the slowing pace of Moore’s Law for traditional CPUs. The AI data center race is no longer about individual chips, but a comprehensive ecosystem—where Nvidia is leaving all competitors behind.
