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NVIDIA's data-center revenue alone dwarfs Intel's entire business.
J.P. Morgan sets a $265 price target for NVIDIA and $45 for Intel, indicating opposite outlooks.
KEY POINTS
- 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
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