NVIDIA (NVDA Stock) closed 2025 with a huge portion of the GPU market. Research data shows that the company held about 92 percent of the discrete graphics processing unit (GPU) market in the first half of 2025. This figure covers add-in boards used in personal computers and workstations. Its closest rivals, including AMD and Intel, held much smaller shares.

The company unveiled its new Rubin data center chips. They claim these chips are 40% more energy efficient per watt. This change aims to make artificial intelligence (AI) computing more sustainable.

NVIDIA’s GPUs dominated the sector used for gaming and AI. Despite challenges with its latest Blackwell GPU launch, the company’s lead remained strong. This article explains how Nvidia maintained this market position. It also explains how the company is tackling environmental and energy issues in its products and operations.

How NVIDIA Came to Control the Majority of the GPU Market

NVIDIA’s market share for discrete GPUs reached about 92% in early 2025, according to analysts tracking GPU shipments. This dominance was especially clear in desktop graphics cards. Competing firms such as AMD held much smaller portions, with AMD’s share closer to 8% and Intel below 1% in the same period.

Discrete GPUs are separate from CPUs and are the main components used for high-end graphics and data-intensive tasks. NVIDIA’s rise in market share reflects strong demand for its GeForce and AI-oriented GPU lines. Many industries, from gaming to data centers, use Nvidia chips because of their computing performance.

Despite this strong market position, the rollout of the Blackwell series of GPUs faced setbacks in 2025. Industry reports noted delays and production issues related to complex design and manufacturing steps. These issues slowed initial deliveries to customers. Company leadership said the problems were fixed, but they still affected how quickly new units reached buyers.

Why Energy Use and Efficiency are Significant for GPUs

Graphics processing units are energy-intensive components. AI and data center workloads consume substantial electricity. Because of this, environmental, social, and governance (ESG) concerns are now central to technology markets.

NVIDIA acknowledges the need to improve energy efficiency and reduce emissions. The sustainability report for fiscal year 2025 shows that the company uses 100% renewable electricity for its offices and data centers. This means all the electricity Nvidia buys for those facilities comes from renewable sources, such as wind or solar.

• In product design, NVIDIA promotes energy efficiency as a key measure of sustainability.

At CES 2026, NVIDIA unveiled its new Rubin architecture for data center GPUs. The company claims the chips deliver 40% higher energy efficiency per watt compared to the previous generation.

Unlike a single chip, Rubin combines six specialized chips that work together as one unified system. This rack-level design helps handle large AI workloads more efficiently, reducing power use while boosting speed. The new platform allows large AI data centers to operate more sustainably, making it a notable step in Nvidia’s push toward “Green AI.”

Jensen Huang, founder and CEO of NVIDIA, said:

“Rubin arrives at exactly the right moment, as AI computing demand for both training and inference is going through the roof. With our annual cadence of delivering a new generation of AI supercomputers — and extreme codesign across six new chips — Rubin takes a giant leap toward the next frontier of AI.”

Key components of the Rubin platform include:

• Vera CPU – a multi-core processor that manages data flow to keep GPUs busy.
• Rubin GPU – the main AI processor with next-generation compute engines and high-speed memory.
• NVLink 6 & ConnectX‑9 – fast interconnects for rapid communication between chips.
• BlueField‑4 DPU & Spectrum‑6 switch – manage networking, security, and data traffic efficiently.

This improvement tackles worries about increased power use in AI tasks. It also helps lower emissions from data center operations. Industry leaders, including Microsoft and Google, quickly endorsed the efficiency gains.

NVIDIA has set internal goals to cut emissions and to align reductions with widely accepted climate science targets. It works with many suppliers, especially those linked to its Scope 3 emissions. This helps encourage them to adopt science-based emissions goals.

NVIDIA’s ESG Progress Under Growing Scrutiny

Investors and customers now place greater focus on ESG performance. Environmental criteria include energy consumption, emissions, and resource use. Nvidia sits among tech companies that increasingly report sustainability metrics.

In fiscal 2025, NVIDIA reported progress on its environmental goals. This includes using more renewable energy and improving efficiency. These efforts do not yet translate directly into a formal net-zero emissions commitment for all scopes of greenhouse gases.

• SEE MORE: NVIDIA Posts Over $46B Revenue in Q2 But Stock Slides, Balancing Record Profits with Green Goals

However, they reflect measurable progress. The company’s renewable energy targets and supplier engagement aim to reduce its emissions footprint over time.

At the same time, critics highlight areas where NVIDIA’s broader impact remains unclear. Some assessments say large chipmakers need to improve supply chain emissions. They should also adopt more energy-efficient production methods. These factors are part of an ongoing discussion among investors and sustainability groups.

Using renewable electricity, improving energy efficiency in products, and tackling supplier emissions are key steps. They help NVIDIA reduce direct and indirect climate impacts from its operations. As AI and high-performance computing grow, these sustainability efforts may shape long-term industry standards.

AI Demand, Competition, and the Future of GPUs

NVIDIA’s strong market position affects the tech and semiconductor industries in many ways. The GPU sector supports not only gaming but also AI, cloud computing, scientific research, and automated systems.

NVIDIA is not just a leader in desktop GPUs. Analysts say its influence also covers AI accelerators in data centers. The company holds over 80% of the AI hardware market. This success relies heavily on its architecture and software ecosystem.

The Rubin architecture strengthens NVIDIA’s competitive position in AI hardware. The new 40% better energy efficiency attracts hyperscalers and large enterprises that want high performance without high power use. Analysts believe this may strengthen Nvidia’s lead in AI accelerators. It also helps address ESG concerns about energy use.

Elon Musk, founder and CEO of xAI, remarked:

“NVIDIA Rubin will be a rocket engine for AI. If you want to train and deploy frontier models at scale, this is the infrastructure you use — and Rubin will remind the world that NVIDIA is the gold standard.”

In data centers, NVIDIA reported strong revenue growth driven by demand for AI computing. Blackwell and other GPU families contributed heavily to this trend.

However, the company relies on third-party manufacturing and complex supply chains. This means production challenges can affect future performance. Continued competition from AMD and other firms may also reshape market share over time.

The strong demand for AI processing power has energy and environmental implications beyond NVIDIA alone. Data centers worldwide are expected to grow in electrical demand as AI workloads expand.

Researchers estimate that data centers could account for about 2% of global electricity use in 2025. This highlights how crucial energy-efficient hardware and renewable energy are for the industry.

What NVIDIA’s Dominance Means Going Forward

NVIDIA’s ability to end 2025 with a 92% discrete GPU market share highlights its technological leadership. It also reflects strong demand for AI and graphics hardware in computing markets. The Blackwell launch issues have shown how production challenges can affect schedules, but demand has remained resilient.

At the same time, NVIDIA’s sustainability actions reveal how ESG and environmental issues are increasingly part of how technology companies operate and compete. Renewable energy use, energy efficiency, and emissions-reduction efforts are not only regulatory or investor concerns. They influence product design and operational planning as energy use grows in AI and data center environments.

• READ MORE: NVIDIA Stock Rebounds as AI Product Launch and Data Center Demand Restore Confidence

The post NVIDIA Controls 92% of the GPU Market in 2025 and Reveals Next Gen AI Supercomputer appeared first on Carbon Credits.

Japan is preparing to invest about US$1.3 billion to encourage companies to use clean electricity. This funding will support industries and regions that switch to decarbonized power.

The plan will run over five years, starting in fiscal 2026. It is part of Japan’s broader strategy to reduce reliance on fossil fuels and expand clean energy. This step also aims to help local economies and strengthen long-term investment confidence in clean power.

Where the Funding Will Go

The government will give subsidies to companies that commit to using clean power. Eligible companies must use 100% decarbonized electricity and support regional development. The subsidies can cover as much as 50% of the capital costs. This includes costs for equipment and infrastructure needed to shift from fossil fuels to clean electricity.

Data centers and manufacturing firms are expected to benefit. This policy aims to lower financial barriers for businesses that want to purchase clean power. It also seeks to make these investments more appealing.

Inside Japan’s Green Transformation Strategy

This funding program fits into Japan’s Green Transformation (GX) 2040 Vision. The GX vision aims to connect climate goals with economic growth. Under this strategy, the government and regional partners will create clusters of industry powered by clean electricity.

The clusters will receive financial support and tailored regulatory policies. The goal is to spur innovation and local job creation while reducing carbon emissions. The country is the fifth-largest emitter worldwide.

• Japan also plans to increase the role of nuclear power. Officials aim for nuclear energy to contribute around 20% of electricity by 2040.

SEE  MORE: Japan to Restart the World’s Largest Nuclear Power Plant

Meanwhile, the share of renewables is targeted to reach around 40–50%, up from about 26–27% in recent years. These shifts aim to reduce reliance on imported fossil fuels and meet national climate goals.

Pro-growth Carbon Pricing Concept

Japan’s Power Mix: Where Clean Energy Stands Today

Japan’s electricity mix still includes a significant share of fossil fuels. In 2024, renewable sources accounted for about 26.7% of total power generation, up from 25.7% in 2023.

Solar energy made up about 11.4% of electricity, and wind power contributed around 1.1%. Biomass and hydro added smaller shares. Nuclear power contributed roughly 8–9% of electricity in recent years. These changes show gradual growth in clean sources, but Japan still faces work to meet the longer-term goals of major clean energy adoption.

Increasing clean power demand from large corporate users is intended to support faster growth in renewable generation and encourage private and public investment.

Clean Energy Market Trends Shaping Japan’s Power Future

The clean energy market in Japan is growing and showing clear trends. These trends help explain why the new subsidy program matters.

First, Japan’s renewable energy market is expanding steadily. As of 2024, Japan’s renewable energy generation was approximately 247.2 terawatt hours (TWh). Analysts predict this could reach around 355–356 TWh by 2033 or 2034. It may grow at an annual rate of 3.7% to 3.9% until the decade ends.

This trend reflects ongoing investment in renewable capacity from solar, wind, hydro, and biomass.

• In 2025, the renewable energy market is projected to reach around 244.98–256.9 TWh of electricity generation.
• By 2033–2034, the market is forecast to reach approximately 355–356 TWh.
• This implies consistent annual growth of roughly 3.7–3.9% from 2025 into the early 2030s.

Solar energy remains the largest segment of renewables in Japan. It has already surpassed hydroelectric power in terms of generation share. Japan ranks among the top solar power generators in the world, and its solar capacity per unit of land is among the highest for major economies. 

The government’s strategic plans predict that solar energy may reach 23% to 29% of the country’s electricity mix by 2040. This would make it the largest renewable source. This would make solar the dominant clean power source in the coming decades.

Wind energy is also on a growth path, though its current share is smaller than solar. Japan’s total wind energy production is expected to reach around 8.92 billion kilowatt hours (kWh) in 2025. It will likely grow at a rate of about 3.3% each year until 2029. These figures indicate a steady rise in wind power capacity and generation, reflecting government support for offshore and onshore wind projects.

Overall, these forecasts show that a cleaner electricity system is emerging in Japan. Renewable generation is rising, and market forecasts show continued expansion through the early 2030s.

Companies and investors are responding to policy incentives, technology improvements, and climate commitments. As demand grows, clean energy production and investment are expected to follow.

Why Clean Power Demand Is the Missing Piece

Clean power demand is a key factor in Japan’s energy transition. Many nations focus first on increasing the clean power supply.

Japan’s new policy adds a demand-side focus. By helping businesses shift to decarbonized electricity, the government hopes to create stable, long-term demand. This, in turn, should encourage utilities and energy producers to build more renewable capacity and invest in grid improvements.

Large corporate users such as data centers, manufacturers, and tech firms can shape electricity markets. If more companies commit to using clean power, utilities can plan new projects with greater certainty. This can lead to lower costs for renewable generation in the long run and faster deployment of new clean energy technologies.

Barriers Japan Still Faces in the Energy Shift

Despite progress, Japan still faces challenges in its clean energy transition. Japan’s heavy reliance on fossil fuel imports has defined its energy landscape for decades. Although the share of fossil fuels in electricity has declined, they still provide a significant portion of Japan’s energy mix.

Japan’s nuclear sector plays a role as well. After the 2011 Fukushima disaster, most nuclear reactors were shut down for safety reasons. In recent years, some reactors have restarted, and the government plans to increase nuclear contribution as part of the energy strategy. However, delays and regulatory challenges remain.

Supply-side challenges also affect renewables. Offshore wind projects can face high costs and long development timelines. Large solar projects sometimes meet local opposition. In this context, encouraging demand growth can help support broader investment and confidence in clean energy expansion.

Expected Economic and Climate Payoff of the New Subsidies

Japan’s new subsidy program is expected to:

• Reduce costs for companies shifting to clean power.
• Boost regional investment around renewable energy hubs.
• Strengthen business confidence in clean energy markets.
• Support job creation in new energy sectors.
• Help reduce greenhouse gas emissions over time.

The government aims to begin accepting applications from companies in 2026. This initiative reflects Japan’s broader effort to align economic growth with climate goals and to support a cleaner, more resilient power system for the future.

• READ MORE: Japan’s Exclusive Economic Zone (EEZ) Unleashes Massive Offshore Wind Potential

The post Japan to Invest US$1.34B on Clean Power to Spur Energy Transition appeared first on Carbon Credits.

Joby Aviation is moving into a new phase of growth and confidence. The company, which is developing electric air taxis for commercial passenger travel, announced major investments to double its manufacturing capacity in the United States. By 2027, Joby plans to build four aircraft per month, showing how serious it is about leading the future of advanced air mobility.

This expansion aligns with rising global support for electric vertical takeoff and landing (eVTOL) aircraft. With strong demand, government backing, growing partnerships, and accelerating certification progress, Joby is positioning itself at the front of a rapidly emerging industry.

Joby’s New Strategy: Building More Aircraft, Faster

Joby’s production growth plan is based on real industry momentum. The company already operates manufacturing facilities in California and Ohio, both of which will support the production ramp-up.

Recently, Joby revealed that it has over $1 billion in potential aircraft and service sales, highlighting confidence from customers and governments. At the same time, support from U.S. authorities has strengthened. The country’s eVTOL Integration Pilot Program, announced in September, aims to speed up the launch of air taxi services.

A Presidential Executive Order has directed the Department of Transportation and the Federal Aviation Administration (FAA) to allow mature eVTOL aircraft to begin operations in select cities as early as next year, even before full certification is completed.

According to Joby founder and CEO JoeBen Bevirt, this moment marks the beginning of a “new golden age of aviation.” He believes Joby will soon be one of the few companies in the world capable of building aircraft at high volumes while maintaining quality and safety.

Given the maturity of its air taxi program and the level of market demand, Joby says now is the right time to invest in equipment, facilities, and skilled workers. The company is already purchasing new capital equipment and expanding operations to support non-stop, round-the-clock manufacturing in California.

In July, Joby completed an expanded factory in Marina, California. In October, it began producing propeller blades in Ohio, ahead of bigger manufacturing activities planned in the state. These milestones show that Joby is not just announcing plans—it is actively executing them.

Toyota Partnership Strengthens Manufacturing Power

A key pillar of Joby’s growth strategy is its long-term collaboration with Toyota Motor Corporation. In May 2025, Joby closed the first $250 million tranche of a strategic investment from Toyota. Both companies are now finalizing a strategic manufacturing alliance designed to support Joby’s production ramp-up.

Toyota brings decades of expertise in high-volume, precision manufacturing, something that could be a game-changer as aviation transitions toward electric mobility. Joby has credited Toyota’s knowledge and guidance as essential to scaling up safely and efficiently.

Together, the companies share a vision: making electric air taxis a reliable, trusted part of future transportation.

Certification Progress and Flight Readiness

Joby is also moving steadily toward FAA certification. The company recently began power-on testing of the first FAA-conforming aircraft built for Type Inspection Authorization (TIA). This is the final and most critical stage of FAA Type Certification, during which FAA test pilots will fly Joby’s aircraft themselves. Four additional FAA-conforming aircraft required for TIA are already under production.

Meanwhile, Joby ended 2025 on a strong note with its final international flight demonstration of the year at Japan’s Fuji Speedway. Conducted in partnership with Toyota, the campaign included 14 piloted flights and marked Joby’s fourth major global demonstration of the year.

This capped a year filled with progress. In 2025 alone, Joby completed more than 850 flights across its fleet, logging over 50,000 miles, a 2.6× increase from the previous year. This expanding flight activity is essential for collecting real-world performance data, validating design decisions, and proving reliability.

Proving Real-World Operations Around the Globe

Joby’s aircraft flew in three major markets in 2025—the United States, the United Arab Emirates, and Japan. Highlights included:

• 41 flights at the World Expo 2025 in Osaka
• 21 flights in the UAE during environmental and operational testing
• Active participation in the Dubai Airshow, where Joby was the only eVTOL aircraft to perform a full week of flights

Joby also completed point-to-point flights between public airports, including routes between Marina and Monterey and Marina and Salinas in California. In the UAE, Joby completed the first piloted point-to-point air taxi flight from Margham to Al Maktoum International Airport.

The company also advanced future technologies. It successfully flew a turbine-electric demonstrator aircraft, only three months after first revealing the concept, proving how fast it can innovate. Meanwhile, Joby’s Superpilot™ autonomous flight technology logged over 7,000 miles during a major U.S. defense exercise.

Overall, Joby’s aircraft covered more than 9,000 miles in 2025, supporting over 4,900 test objectives. This data is now feeding directly into final FAA certification activities and helping finalize operating and maintenance manuals.

• READ MORE: JOBY Aviation Stock Soars on Blade Acquisition and Electric Air Taxi Commercial Launch Plans 

Joby sees urban air mobility as a strong complement to existing transportation, offering faster, quieter, and cleaner travel. Its fully electric air taxi reduces emissions per passenger, and in 2024, the company also demonstrated hydrogen-electric flight, showing potential for longer-range operations.

Despite a 29% rise in energy use due to manufacturing growth, Joby cut emissions by 44% in 2024 by relying on renewable electricity.

• Renewable electricity use increased 19% from 2023
• 84% of facility power came from renewables, including 3% from on-site solar
• Employees used 268,355 kWh for EV charging, replacing about 7,182 gallons of gasoline

Thus, the company continues to scale while lowering its environmental footprint.

AAM: A Growing Market With Huge Potential

Joby’s expansion is happening within a booming global Advanced Air Mobility (AAM) market. Industry forecasts suggest:

• Analysts say global AAM revenue could reach $1.76 billion by the end of 2025, with some estimates much higher. By 2035, the market could soar to $90.3 billion, growing at more than 20% CAGR
• Urban Air Mobility (UAM), a key segment, could jump from $6.59 billion in 2025 to $126 billion by 2035

Infrastructure development, including vertiports and air traffic systems, will help unlock this growth.

At the same time, Joby’s own market outlook is strong. The Joby eVTOL aircraft market was valued at $1.4 billion in 2024 and is projected to reach $13.8 billion by 2033, growing at a robust 28.7% CAGR. As cities face congestion and pollution challenges, clean electric air taxis are emerging as a real solution for passenger travel, logistics, and emergency response.

Significantly, JOBY stock (NYSE: JOBY) trades at $13.85, up 4.92% or $0.65 today amid positive momentum from manufacturing expansions and certification progress.

If Joby succeeds, daily mobility could change forever. Short, fast, zero-emission air taxi flights may soon become as normal as booking a ride-share today. And with global governments and major companies backing the vision, the world appears ready for this new era of aviation.

ALSO READ:

• Uber Stock Hits Record High with Joby and Blade Air Mobility Deal
• Archer Aviation Stock (ACHR) Soars: Leading the U.S. eVTOL Market with Zero-Emission Air Taxis in NYC, LA, and Beyond 

The post Joby Aviation’s 2027 Vision: Four Electric Air Taxis per Month and Stronger Emission Cuts Amid Advanced Air Mobility Boom appeared first on Carbon Credits.