1. Introduction
In 2025, NVIDIA and AMD continue to dominate global chip sales, vying for leadership across GPUs, AI accelerators, and enterprise solutions. Their performance, while robust, is shaped by market trends, geopolitical shifts, and evolving consumer demand.
2. Market Leadership in Fabless Chip Sales
According to TrendForce, NVIDIA led fabless semiconductor sales with approximately $55.3 billion in revenue in 2023—well ahead of AMD’s $22.7 billion(Wikipedia). This disparity underlines NVIDIA’s commanding role in chip design and revenue generation.
3. GPU Sales Momentum
The GPU segment remains a battleground. In mid-2025, NVIDIA’s Blackwell-based RTX 50 series dominated sales, with the RTX 5070 emerging as a top seller. In contrast, AMD’s RDNA 4 Radeon RX 9000 series, particularly the RX 9070 XT, has struggled to gain comparable traction(TechRadar, Wikipedia).
On Amazon US in June 2025, NVIDIA captured over 70% of unit sales and nearly 80% of revenue share, while AMD trailed with around 28% in units(TechRadar). July figures confirmed this dominance: NVIDIA grabbed 74.15% of unit sales (≈24,950 units) and 76.22% of revenue, whereas AMD held 22.73% of units sold(PC Gamer).
4. AMD’s Competitive Edge in AI and Value
Despite trailing in GPU sales, AMD continues to make strides in AI and value positioning. Analysts foresee AMD capturing 10–15% of the AI GPU market by 2025—translating to around $12.3 billion in revenue(MarketWatch). Its MI300 and upcoming MI400/MI500 AI accelerators are key to this ambition(Kiplinger, Investors).
5. Geopolitics and Sovereign AI Investment
The geopolitical landscape significantly affects chip sales. Both firms are benefiting from the emergence of sovereign AI—massive national AI infrastructure investments by governments. NVIDIA, AMD, and peers are securing deals with countries like Saudi Arabia and India, diversifying revenue beyond traditional cloud customers(The Wall Street Journal).
6. New Revenue-Sharing Deal for China Chip Exports
A recent, unconventional agreement mandates that NVIDIA and AMD pay 15% of revenue from AI chip sales to China back to the U.S. government—specifically tied to high-end chips like NVIDIA’s H20 and AMD’s MI308. This arrangement is tied to securing export licenses and reflects escalating trade policy complexities(Financial Times, Reuters).
7. Financial Highlights
- NVIDIA’s market capitalization soared past $4 trillion in 2025, fueled by soaring demand for AI data hardware(Wikipedia).
- NVIDIA’s data center revenue surged around 73%, reaching approximately $39.1 billion, while AMD’s data center (Instinct/AI chips) posted a more modest 14% YoY increase to about $3.2 billion(The Times).
8. SEO Outlook: Key Takeaways
- Dominance: NVIDIA continues to lead in overall chip and GPU sales, reinforced by strong revenue and market cap.
- AMD’s niche: AMD focuses on AI accelerators and value-driven GPUs.
- Growth sectors: Sovereign AI and emerging markets present long-term growth.
- Trade dynamics: Export controls and revenue-sharing deals introduce financial and strategic complexity.
9. Conclusion
In 2025, the NVIDIA-AMD chip sales landscape is characterized by NVIDIA’s unshakable lead in traditional and AI chip markets, while AMD pursues growth via competitive pricing and AI innovation. External factors—such as sovereign AI investments and new export controls—add uncertainty and opportunity. Navigating these trends will define how each company fares in the evolving semiconductor ecosystem.