# NVIDIA's data-center revenue alone dwarfs Intel's entire business.

*semiconductor · news · 2026-05-03 · International Business Times*

## Key points

- J.P. Morgan sets a $265 price target for NVIDIA and $45 for Intel, indicating opposite outlooks.
- NVIDIA commands 75-80% of the AI accelerator market in 2026, largely due to its CUDA ecosystem.
- NVIDIA's data-center revenue exceeds Intel's total business, supported by new Blackwell and Rubin architectures.
- Intel remains unprofitable in core segments and faces skepticism despite recent partnerships and CHIPS Act support.
- NVIDIA's Vera Rubin platform launching this year is expected to further extend its performance-per-watt advantage.

**Companies:** NVIDIA Corp., Intel Corp.
**Countries:** United States

[Read the full story on International Business Times](https://www.ibtimes.com/nvidia-vs-intel-stock-battle-2026-ai-leader-turnaround-star-which-buy-now-3802284)

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