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GPU sales skyrocketed 27% last quarter — tariff jitters sparked an odd gaming hardware spending surge in Q2 '25
Unfortunately, we live in interesting times, and the sales data reflects that.
The middle of the year is usually a sleepy season for PC hardware sales, and so summer quarter shipments tend to sag a bit as people hold off until holiday deals. The result was a markedly unseasonal rush on gaming hardware that pulled demand forward, creating what could be called a "panic‑build quarter" in the client PC industry. The standout statistic was discrete desktop graphics cards, or add-in boards (AIBs), up a wild 27% quarter‑to‑quarter and 22% year‑over‑year, due in part to impressive new hardware from all three vendors.
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