NVIDIA is the undisputed leader in AI-focused GPUs, and its dominance is expected to grow significantly in 2025. According to Morgan Stanley Research, NVIDIA is projected to consume 77% of silicon wafers for AI this year—up from 51% in 2024.
AI’s estimated wafer sales revenue in 2025 is around $14.5 billion, with NVIDIA alone generating over $11 billion. For comparison, among other tech giants, only Google is expected to surpass $1 billion in this market.
Participation of other technology giants
In the AI GPU market, the other two leading companies combined are projected to generate less than $700 million in 2025—less than 10% of what NVIDIA alone is expected to consume in this sector. In terms of market share, Google holds 10%, followed by Amazon (AWS) with 7%, while Meta and Microsoft together account for less than 1%.
These figures highlight NVIDIA’s dominance in the AI chip industry. The company initially established its lead with Hopper GPUs and its expected growth in 2025 will be driven by the upcoming Blackwell GPUs and their variants. Looking ahead to 2026, NVIDIA plans to introduce the Rubin architecture, featuring HBM4 memory, to maintain its market control.
Although dedicated AI GPUs make up the largest share of NVIDIA’s chip business, the GeForce RTX lineup is also gaining traction in AI processing. The upcoming RTX 50 series (Blackwell architecture) will feature next-generation Tensor Cores, further enhancing AI performance for gaming and creative applications.
