Intelvs.Nvidia
INTC vs NVDA · both in Chips & accelerators, part of the AI & digital infrastructure value chain: Designs and builds the processors, accelerators and memory that train and run AI.
Nvidia is about 10× larger than Intel by market cap; year to date, Intel leads (+136.5% vs +11.8%).
Side by side
| INTC | NVDA | |
|---|---|---|
| Market cap | $534B | $5.4T |
| Price | $87.48 | $213.05 |
| Today | +0.3% | +2.2% |
| Return YTD | +136.5% | +11.8% |
| Return 1Y | +251.9% | +17.1% |
| P/E | — | 34.0 |
| P/S | 9.4 | 21.4 |
| P/B | 6.1 | 27.7 |
Data as of 2026-08-26 · updates daily after U.S. close
The two companies
IntelINTC
A turnaround with government money behind it. Intel still sells server and PC processors, but the case now rests on Intel Foundry and whether the 18A process makes it a credible Western manufacturing alternative. Gaudi accelerators are the smaller AI piece.
Full INTC profile →NvidiaNVDA
Nvidia sells the accelerators most large AI models are trained on, from H100 through B200 to Rubin. Harder to replace is CUDA, the software layer developers have standardised on. NVLink and the Mellanox networking business tie whole racks together.
Full NVDA profile →More INTC & NVDA comparisons
Other head-to-heads in the Chips & accelerators segment.