Nvidia Vs Intel Stock

Nvidia Vs Intel Stock by Adam Rosen last updated on October 26, 2026

Nvidia Vs. Intel: Which Chip Stock To Buy?

AI is driving demand for computing power, and Nvidia (NVDA) and Intel (INTC) are two of the biggest US chip names. Their fortunes look very different.

Intel

Intel designs chips and manufactures them through Intel Foundry. In 2025, the US government took a roughly 10% stake (about $8.9 billion), converting CHIPS Act grants into equity.

FY2025: Revenue of $52.9 billion was flat. The net loss narrowed to $267 million from $18.8 billion in 2024. Foundry still lost $10.3 billion.
Q2 2026: Revenue rose 25% to $16.1 billion, its fastest growth in about 15 years. Data center and AI revenue jumped 59% to $6.3 billion.
Weak spot: Foundry lost $2.1 billion on $5.8 billion of revenue. External foundry sales were only $293 million. GAAP EPS was -$2.16.
Balance sheet: Debt-to-equity was 0.4x at the end of 2025.

Nvidia

Nvidia dominates AI GPUs. The main risk is concentration: a few customers account for a large share of sales, and its outlook assumes no China data center revenue.

FY2026 (to Jan.): Revenue of $215.9 billion, up 65%. Net income was $120.1 billion, a 55.6% net margin.
Q2 FY2027: Revenue of $96.2 billion, up 106%. Data center made up $89.0 billion of it. Gross margin was 75%.
Outlook: Q3 revenue is guided to about $108 billion. About $99 billion remains for buybacks.
Balance sheet: Debt-to-equity was 0.1x.

The Winner Is Nvidia

Intel's turnaround is real but unproven, because foundry is still deeply unprofitable. Nvidia is growing faster, earning far higher margins and carrying less debt. That makes it the stronger pick, though its customer concentration and China exposure are risks.

Nvidia Vs Intel Stock

Nvidia Vs. Intel: Which Chip Stock To Buy?

Intel

Nvidia

The Winner Is Nvidia

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