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# Nvidia's AI chips used 75% of HBM memory spending in Q4 2025; with Google, AMD and Amazon, 97%
- URL: https://aiadoption.org/data/ai-chips-share-of-hbm-memory/
- Published: 2026-10-31T10:21:45.000Z
- Updated: 2026-11-03T20:40:08.000Z
- Description: The AI chips of Nvidia, Google, AMD and Amazon used about 97% of spending on high-bandwidth memory (HBM) in Q4 2025, against 67% in Q1 2024, Epoch AI estimates. Nvidia's alone used 75%.
- Author: Manu
- Tags: Data, AI Infrastructure, #chart, #hub-infrastructure

75%

of spending on high-bandwidth memory (HBM) used by Nvidia's AI chips in Q4 2025; 97% by the four largest AI chip designers

## What the chart shows

Epoch AI estimates how much of spending on high-bandwidth memory (HBM) goes into the AI chips of the four largest designers. In Q4 2025 Nvidia’s chips used about 75%, Google’s 8.9%, AMD’s 7.2% and Amazon’s 5.2%: 97% together, against 67% in Q1 2024.

High-bandwidth memory (HBM) is stacked memory placed next to the processor; AI chips need it to feed data fast enough. Shares are of spending on HBM, since supply is reported in dollars.

## Key numbers

| Measure                         | Value |
| ------------------------------- | ----- |
| Nvidia, Q4 2025                 | 75%   |
| Google, Q4 2025                 | 8.9%  |
| AMD, Q4 2025                    | 7.2%  |
| Amazon, Q4 2025                 | 5.2%  |
| Rest of supply, Q4 2025         | 3.4%  |
| Four largest designers, Q4 2025 | 97%   |
| Four largest designers, Q1 2024 | 67%   |

## How to read it

- Epoch AI’s median estimates, built from chip sales and each chip’s bill of materials; the uncertainty ranges are wide.
- Rest of supply is Epoch’s residual: untracked designers (such as Apple, Qualcomm or Chinese chipmakers), capacity not used, inventory and modelling error. Shares add up to 100% each quarter.
- The chart ends at the latest quarter Epoch has filled in.

**Source:** [Epoch AI](https://aiadoption.org/sources/#epoch-ai), 2026: [AI chip components](https://epoch.ai/data/ai-chip-components?ref=aiadoption.org), read 3 November 2026\. Chart and text by AI Adoption.  
Numbers checked against the published data on 3 November 2026.  
[Download the data (CSV)](https://charts.aiadoption.org/ai-index/csv/ai-chips-share-of-hbm-memory.csv?ref=aiadoption.org) · [Cite this chart](#source)