➀ Overall GPU shipments increased by 8.4% to 74.7 million units in the second quarter, indicating pre-tariff panic buying.
➁ NVIDIA's discrete GPU market share surged to 94%, up from 92% in the previous quarter and 88% a year ago.
➂ AMD accounts for the remaining 6% of the market, with Intel's Arc Alchemist and Battlemage GPUs not making a significant impact.