There's also a massive surge of simplified chinese users in the same month, along with a small increase in previous gen GPUs[1], so I suspect it has more to do with more older builds being sampled than intel gaining marketshare.

[1] If you check gpu market share for windows, the usage share for many nvidia 10xx, 16xx, 20xx series gpus went up. The first two are out of production years ago, and the last was out of production early/mid last year.

Guessing that people who want AMD are waiting for the 5000s to become more available and not buying as many 3000s, and/or "giving up" and buying Intel.

I'm guessing if the numbers are accurate, it might have to do with the supply of Zen 2 and earlier drying up for some reason. I've been looking at parts for customer builds and the market is a barren desert.