Visual Capitalist January 21, 2026
Key Takeaways
- Data-center spending shifted after the release of ChatGPT, with Nvidia growing from 25% to 86% of the market share since 2021.
- Intel fell from 68% to 6% after server-CPU setbacks and an AI-accelerator push that didn’t scale.
In just five years, the companies competing for AI chips and data center market share were reshuffled significantly.
This chart visualizes the changing market share of AI and data center revenue over time between Intel, Nvidia, and AMD.
The data comes from Bloomberg and company-reported segment revenue from Nvidia, Intel, and AMD, with the chart showing each company’s share of the combined (peer-set) total from 2021–2025.
AI and Data Center Revenue Market Share (2021–2025)
At the start of the...
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