GPU sales skyrocketed 27% last quarter — tariff jitters sparked an odd gaming hardware spending surge in Q2 '25
GPU sales surged 27% in Q2 '25, driven by fears of impending tariffs on tech imports. CPU shipments also rose, with desktop CPUs gaining market share over laptops. Nvidia dominated the market, increasing its share at the expense of AMD and Intel. The surge in gaming hardware purchases was fueled by concerns about potential price hikes due to tariffs, leading to a "panic-build quarter." However, there are warnings that this demand pull forward may result in weaker quarters ahead.
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