(source)
Any quarter where NVIDIA has more than 75% of market share for data centers by revenue (millions) will resolve this market as YES.
Related questions, for short to long term:
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Is this
https://www.statista.com/statistics/1425087/data-center-segment-revenue-nvidia-amd-intel/
enough to resolve yes?
26.3 / (26.3+3+2.8) = 81.9%
This assumes there are no other companies/new entrants in this market. but from original graph 72.8+19.1+8 = 99.9 suggesting these 3 have virtually all the market and I suspect a newcomer would likely take a while to get anywhere near 6% of the market.
@mods ?
@Agh hmm if I go via google it lets me see the first article, so try googling
Data center segment revenue of Nvidia, AMD, and Intel from 2021 to 2024, by quarter
and going to it that way.
https://s201.q4cdn.com/141608511/files/doc_financials/2025/q3/NVDA-F3Q25-Quarterly-Presentation-FINAL.pdf
page 7 shows data centre revenue for first 3 quarters of 2024 as
22.563 26,272 and 30.771
This seems a more accurately specified figure than the 26.3
Intel
https://d1io3yog0oux5.cloudfront.net/_31cb456f4a6f10ffafac8d3b65868aaa/intel/db/887/9085/earnings_release/Q3+24_EarningsRelease.pdf
shows 3.3 for Q3 2024
AMD
https://d1io3yog0oux5.cloudfront.net/_25c9d25995fc185cb2286f78e557a0b1/amd/news/2024-10-29_AMD_Reports_Third_Quarter_2024_Financial_1224.pdf
shows 3.5 for Q3 2024
30.771 / (30.771+3.3+3.5) = 81.9%
Intel
https://d1io3yog0oux5.cloudfront.net/_31cb456f4a6f10ffafac8d3b65868aaa/intel/db/887/9077/earnings_presentation/Q2+2024+Earnings+Deck+for+INTC.pdf
3.0bn for q1 and q2
AMD
https://ir.amd.com/news-events/press-releases/detail/1209/amd-reports-second-quarter-2024-financial-results
2.8bn in Q2 2024
So I am getting same figures from quarterly accounts.
same data applies to
https://manifold.markets/_deleted_/will-nvidia-maintain-75-of-the-data
2 quarters needed for this one