NVIDIA "looking up" to Intel for more than two decades, under the AI trend, is ready to soar to new heights.
In the AI wave, Intel has lost its market advantage, with revenue declining for seven consecutive quarters and stock prices falling. In contrast, NVIDIA has become the king of global AI computing power, with stock prices soaring by nearly 400%, reaching a market value of $1.78 trillion, making it the fifth largest listed company in the US stock market. Goldman Sachs analysts predict that NVIDIA has more than 10% upside potential in the next year, while Intel is expected to decline by 10%.
Looking back over the past twenty years, Intel has been firmly seated on the throne, always the darling of the capital market, while the latecomer NVIDIA could only "look up." However, with the surge of the AI wave, the situation has completely changed. As the global leader in AI computing power, NVIDIA's stock price has soared by nearly 400% in the past 3 years, with a staggering increase of over 210% in just the past year. By 2024, NVIDIA's stock price has risen by nearly 50%, reaching a market value of $1.78 trillion, making it the fifth largest listed company in the US stock market. In contrast, Intel is now in a slump. In this wave of AI, Intel has failed to keep up with its peers in launching AI chips, losing its market advantage. Intel's revenue has declined for seven consecutive quarters, falling from the throne of the "king of chips." Goldman Sachs' star analyst Toshiya Hari predicted in early February that NVIDIA has more than 10% upside potential in the coming year, while Intel faces a 10% downside potential.