The latest Steam Hardware Survey results are in and Intel (INTC) lost ground to both Advanced Micro Devices (AMD) and Nvidia (NVDA) in the gaming hardware sector. Valve’s Steam Hardware Survey is an important metric for measuring the market shares of Intel, AMD, and Nvidia, as Steam is the largest PC gaming platform.
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Forget margin or options. Here's how the pros trade NVDAStarting with CPUs, Intel held 55.81% of the market share on Steam, compared to AMD’s 44.18%. While Intel is still above AMD in this metric, investors will note that its share was down 0.01% month-over-month and AMD’s share increased that same amount. AMD has consistently gained on Intel over the past five months, increasing its market share on Steam from the 43.53% reported in December 2025.
Intel also lost ground in the GPU race, with its 7.81% share on Steam. This was down from its 8.22% market share in March 2026. Intel is the underdog in the GPU sector, as Nvidia dominates the market with its 73.21% share. AMD also holds more than double Intel’s share in the GPU space with an 18.6% stake. Both Nvidia and AMD saw their GPU shares increase month-over-month, stealing users away from Intel.
Intel, AMD, and Nvidia Stock Movements Today
Let’s take a look at how these three semiconductor stocks have performed recently.
- Intel stock was up 2.05% today, extending a 198.43% rally year-to-date. The stock has also gained 432.5% over the past 12 months.
- AMD stock soared 15.07% today, building on a 91.23% year-to-date rally. The stock has also increased 253.99% over the past 12 months. Investors will note that today’s gains are tied to the company’s latest earnings report.
- Nvidia stock jumped 4.08% today, expanding a 9.67% year-to-date run. The stock has also climbed 67.86% over the past 12 months.
INTC vs. AMD vs. NVDA: Which Semiconductor Stock Do Analysts Favor?
Turning to the TipRanks stock comparison tool, traders can see which of these chip giants analysts prefer. Nvidia stock has the best consensus rating at Strong Buy. For comparison, AMD has a Moderate Buy consensus rating and Intel has a Hold consensus rating. NVDA stock also offers the highest upside potential at 33.89%, compared to a 24.56% downside for AMD and a 28.92% downside for INTC.
