Intel Corporation (INTC) and NVIDIA Corporation (NVDA) are focused on advancing semiconductor technologies, particularly in artificial intelligence (AI). Intel is transitioning from a PC-centric model to a data-centric approach, investing in AI and autonomous driving, while NVIDIA leads in visual computing and AI solutions with its GPUs. In 2025, Intel’s revenue is estimated to decline by 4.3%, contrasting NVIDIA’s projected sales growth of 51.4% for the same year.
Over the past year, Intel’s stock has fallen by 31.1%, compared to a 21.8% gain for NVIDIA. Although Intel’s price/sales ratio stands at 1.78, significantly lower than NVIDIA’s 16.17, concerns over its revenue reliance on China and competitiveness in AI with players like NVIDIA and AMD persist. Meanwhile, NVIDIA’s expansion into enterprise AI deployments, with significant developments in its DGX Cloud infrastructure and upcoming GPU launches, positions it for continued growth despite supply chain risks linked to its dependency on Taiwan Semiconductor Manufacturing Company.
Both companies carry a Zacks Rank of #3 (Hold), but NVIDIA is viewed as a more attractive investment given its robust long-term earnings growth expectations of 28.2%, compared to Intel’s 10.5%.
