Nvidia vs. Intel: Diverging Paths in Quarterly Revenue

The article compares Nvidia and Intel’s recent revenue trajectories and their market implications. Nvidia (NVDA.OQ) has delivered uninterrupted quarter-over-quarter revenue growth — including a 73% year-over-year jump in its fiscal Q4 and $68.1 billion in revenue for the period ended Jan. 2026 — driving much higher margins and a far larger revenue base than Intel. Intel’s revenue has been mostly flat but showed a recent 7% YoY increase and a strong Q1 surprise, with shares up ~154% YTD as it captures CPU demand tied to AI orchestration. The piece warns investors to watch whether Nvidia’s revenue gap continues to widen, noting Nvidia’s dominant scale (trailing-12-month revenue ~ $188B vs. Intel ~$53B) and the expanding AI-driven addressable market. Overall, the analysis implies continued upside for Nvidia relative to Intel but cautions that past revenue growth isn’t the sole buy signal.