ℹ️ Skipped - page is already crawled
| Filter | Status | Condition | Details |
|---|---|---|---|
| HTTP status | PASS | download_http_code = 200 | HTTP 200 |
| Age cutoff | PASS | download_stamp > now() - 6 MONTH | 2.8 months ago |
| History drop | PASS | isNull(history_drop_reason) | No drop reason |
| Spam/ban | PASS | fh_dont_index != 1 AND ml_spam_score = 0 | ml_spam_score=0 |
| Canonical | PASS | meta_canonical IS NULL OR = '' OR = src_unparsed | Not set |
| Property | Value |
|---|---|
| URL | https://www.mitrade.com/au/insights/news/live-news/article-8-1100491-20250906 |
| Last Crawled | 2026-01-24 06:15:33 (2 months ago) |
| First Indexed | 2025-09-05 16:50:45 (7 months ago) |
| HTTP Status Code | 200 |
| Meta Title | Better Artificial Intelligence Stock: Nvidia vs. Intel |
| Meta Description | Key PointsNvidia is the market leader in AI chips thanks to its Hopper and Blackwell GPUs.Intel is fighting to maintain its advantage in the CPU market over Advanced Micro Devices |
| Meta Canonical | null |
| Boilerpipe Text | Key Points
Nvidia is the market leader in AI chips thanks to its Hopper and Blackwell GPUs.
Intel is fighting to maintain its advantage in the CPU market over Advanced Micro Devices while also trying to develop its foundry division.
President Donald Trump had the U.S. government take a 10% stake in Intel in return for federal support for the company.
10 stocks we like better than Nvidia ›
There are plenty of ways to play the artificial intelligence (AI) craze that's dominating Wall Street these days. The tried-and-true stock is
Nvidia
(NASDAQ: NVDA)
, the designer of the advanced chips that are the tech world's most popular choices for running large language models, generative AI, and other cutting-edge functions. Nvidia has made a lot of investors richer over the last few years, and has now grown to become the largest publicly traded company in the world, with a market capitalization approaching $4.4 trillion.
But another possible pick for tech sector investors is
Intel
(NASDAQ: INTC)
, which is more of a legacy computing company. Intel has lagged badly in the AI race, particularly with its foundry division, but it could benefit from the recent investment by the U.S. government, which has taken a 10% stake in the company.
Where to invest $1,000 right now?
Our analyst team just revealed what they believe are the
10 best stocks
to buy right now.
Learn More »
Intel stock is up by 20% so far in 2025. Could it be a better AI investment from here than Nvidia?
Image source: Intel.
The market position for Nvidia
Nvidia's graphics processing units (GPUs) are the industry standard when it comes to providing the types of computing power required to teach AI models and deploy them in real-world applications. Its CUDA parallel computing platform lets developers write code and build applications on Nvidia GPUs. Every GPU is a parallel processor -- capable of performing thousands of operations at once. The CUDA platform helps developers take certain types of computationally heavy processes and divide them into small individual threads that can be handled separately and simultaneously by such chips, thus getting more effectiveness out of them. The results are faster processing times and a more efficient use of computing resources.
That's particularly important because it keeps hyperscalers and other developers locked into the Nvidia platform when they take their projects live -- because CUDA can only be run on Nvidia's chips. Its Hopper GPUs were the gold standard for GPUs, but now it's selling its new Blackwell architecture chips, which deliver faster performance with lower power consumption. Blackwell sales generated $11 billion for Nvidia in the first quarter they were available -- its fiscal 2025 Q4, which ended Jan. 26 -- and boomed to $27 billion in the first quarter of its fiscal 2026. Blackwell sales rose another 17% to roughly $31.6 billion in fiscal Q2, which ended July 27. That was about 76% of the company's data center sales. CEO Jensen Huang described demand for the Blackwell GPUs as "extraordinary."
The market position for Intel
Intel, meanwhile, is the market leader in the data center central processing unit (CPU) space, but it's facing serious challenges from rivals
Advanced Micro Devices
and
Arm
Holdings
. Analysts with Mercury Research and International Data Corporation (IDC) predict that Intel's market share will slip to 55% this year as AMD's rises to 36%. Further, they project that Intel's market share will fall below 50% by 2027, with AMD getting about 40% and Arm getting between 10% and 12% of the market.
Intel has also been attempting to build up its third-party foundry business, but that unit has struggled to find its footing. While
Taiwan Semiconductor Manufacturing
is still getting the lion's share of the world's chip fabrication business, Intel has had trouble landing clients. Management has announced that it's shelving its plans to build chip foundries in Germany and Poland, and will slow the pace of construction at its foundry project in Ohio.
The company is investing more than $100 billion in its domestic foundry business, with its next plant expected to open this year in Arizona.
"We are also taking the actions needed to build a more financially disciplined foundry," CEO Lip-Bu Tan said in the fiscal Q2 earnings press release. "It's going to take time, but we see clear opportunities to enhance our competitive position, improve our profitability and create long-term shareholder value."
What's moving Intel stock now
While Intel is in a weaker financial position than Nvidia, some investors are speculating that it could be hitting a bottom -- especially now that the U.S. government has taken a stake in the business. The Trump administration announced in August that it would purchase 433.3 million shares of Intel stock, taking a 9.9% stake in the company. The U.S. also gets a five-year warrant for $20 per share to take an additional 5% of shares should Intel not own a majority of its foundry business.
These moves are part of a push by Washington to encourage the development and manufacturing of high-end semiconductors in the U.S.
"As the only semiconductor company that does leading-edge logic R&D and manufacturing in the U.S., Intel is deeply committed to ensuring the world's most advanced technologies are American made," Tan said.
There's still skepticism about Intel
Investors have already baked some high expectations into Intel's stock price. Its forward price-to-earnings ratio, which a couple of years ago was roughly in line with Nvidia's, has surged higher since then, and is now approaching 200, while Nvidia trades at a more reasonable 38.
NVDA PE Ratio (Forward) data by YCharts.
Intel's stock hasn't traded at levels like this in two decades. "The stock looks incredibly expensive here," Wayne Kaufman, chief market analyst at Phoenix Financial Services, told Bloomberg. "That kind of multiple is a bet that the government will push Intel so hard on customers that it becomes a winner."
Most analysts who revisited Intel following the Trump administration announcement reiterated their hold positions, but also are projecting significant downside for the stock. Bernstein's Stacy Rasgon has a $21 12-month price target on Intel, which would amount to a roughly 12% downside, while TD Cowen's Joshua Buchalter has a $20 price target.
Intel has had a net loss of $21 billion over its last four reported quarters, and I don't see a path for the company to turn its finances around abruptly enough to justify its frothy forward P/E. While its still-downtrodden share price might represent a buying opportunity for investors, I think it's a shaky bet at best considering that Intel is playing catch-up in AI.
Intel's new government backing gives it a potential tailwind, but Nvidia's leadership in GPUs, its CUDA platform, and its AI infrastructure make it a safer bet for long-term investors.
Should you invest $1,000 in Nvidia right now?
Before you buy stock in Nvidia, consider this:
The
Motley Fool Stock Advisor
analyst team just identified what they believe are the
10 best stocks
for investors to buy now… and Nvidia wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when
Netflix
made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation,
you’d have $678,148
!* Or when
Nvidia
made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation,
you’d have $1,052,193
!*
Now, it’s worth noting
Stock Advisor’s
total average return is 1,065% — a market-crushing outperformance compared to 186
% for the S&P 500. Don’t miss out on the latest top 10 list, available when you join
Stock Advisor
.
See the 10 stocks »
*Stock Advisor returns as of August 25, 2025
Patrick Sanders has positions in Nvidia. The Motley Fool has positions in and recommends Advanced Micro Devices, Intel, Nvidia, and Taiwan Semiconductor Manufacturing. The Motley Fool recommends the following options: short August 2025 $24 calls on Intel and short November 2025 $21 puts on Intel. The Motley Fool has a disclosure policy.
Disclaimer: For information purposes only. Past performance is not indicative of future results. |
| Markdown | [](https://www.mitrade.com/au/insights)
AU
- [English](https://www.mitrade.com/insights)
- [繁體中文](https://www.mitrade.com/zh/insights)
- [ไทย](https://www.mitrade.com/th/insights)
- [Tiếng việt](https://www.traderins.com/)
- [简体中文](https://www.mitrade.com/cn/insights)
- [Español](https://www.mitrade.com/es/articulo)
- [Português](https://www.mitrade.com/pt/insights)
- [Deutsch](https://www.mitrade.com/de/insights)
- [한국어](https://www.mitrade.com/kr/insights)
- [English(Australia)](https://www.mitrade.com/au/insights)
- [العربية](https://www.mitrade.com/ar/insights)
- [English](https://www.mitrade.com/insights)
- [繁體中文](https://www.mitrade.com/zh/insights)
- [ไทย](https://www.mitrade.com/th/insights)
- [Tiếng việt](https://www.traderins.com/)
- [简体中文](https://www.mitrade.com/cn/insights)
- [Español](https://www.mitrade.com/es/articulo)
- [Português](https://www.mitrade.com/pt/insights)
- [Deutsch](https://www.mitrade.com/de/insights)
- [한국어](https://www.mitrade.com/kr/insights)
- [English(Australia)](https://www.mitrade.com/au/insights)
- [العربية](https://www.mitrade.com/ar/insights)
- Trading
[How To Trade](https://www.mitrade.com/au/insights/)
- Markets
[Populars](https://www.mitrade.com/au/insights/markets)[Forex](https://www.mitrade.com/au/insights/markets/forex)[Commodities](https://www.mitrade.com/au/insights/markets/commodities)[Shares](https://www.mitrade.com/au/insights/markets/shares)[Indices](https://www.mitrade.com/au/insights/markets/indices)[Crypto](https://www.mitrade.com/au/insights/markets/crypto)[ETFs](https://www.mitrade.com/au/insights/markets/etfs)[Bonds](https://www.mitrade.com/au/insights/markets/bonds)
- News
[All](https://www.mitrade.com/au/insights/news/live-news?category=)[Forex](https://www.mitrade.com/au/insights/news/live-news?category=1)[Commodities](https://www.mitrade.com/au/insights/news/live-news?category=2)[Shares](https://www.mitrade.com/au/insights/news/live-news?category=8)[Indices](https://www.mitrade.com/au/insights/news/live-news?category=4)[Cryptocurrencies](https://www.mitrade.com/au/insights/news/live-news?category=3)[Technical Analysis](https://www.mitrade.com/au/insights/news/live-news?category=5)[Economic Indicator](https://www.mitrade.com/au/insights/news/live-news?category=6)
- Analysis
[All](https://www.mitrade.com/au/insights/news/analysis)[Index](https://www.mitrade.com/au/insights/news/index)[Currency](https://www.mitrade.com/au/insights/news/currency)[Stocks](https://www.mitrade.com/au/insights/news/stock-analysis)[Commodity](https://www.mitrade.com/au/insights/news/commodity-analysis)[Cryptocurrency](https://www.mitrade.com/au/insights/news/crypto)[Economics](https://www.mitrade.com/au/insights/news/Economics)
- Trading Tools
[Economic Calendar](https://www.mitrade.com/au/insights/economic-calendar)[Trading Analysis](https://www.mitrade.com/au/insights/trading-strategy)
- Blog
[All](https://www.mitrade.com/au/insights/blog)[Others](https://www.mitrade.com/au/insights/others)[Indices](https://www.mitrade.com/au/insights/indices)[Cryptocurrency](https://www.mitrade.com/au/insights/cryptocurrency)[Commodity](https://www.mitrade.com/au/insights/commodity)[Forex](https://www.mitrade.com/au/insights/forex)
- [Trading]()
- [Markets](https://www.mitrade.com/au/insights/markets)
- [News](https://www.mitrade.com/au/insights/news/live-news)
- [Analysis](https://www.mitrade.com/au/insights/news/analysis)
- [Trading Tools](https://www.mitrade.com/au/insights/economic-calendar)
- [Blog](https://www.mitrade.com/au/insights/blog)
[OFFICIAL TRUMP4.84 +1.04% 4.84](https://www.mitrade.com/au/insights/markets/crypto/TRUMPUSD)
[Gold4985.88 +1.02% 4985.88](https://www.mitrade.com/au/insights/markets/commodities/XAUUSD)
[EUR/USD1.18282 +0.63% 1.18282](https://www.mitrade.com/au/insights/markets/forex/EURUSD)
[WTI61.085 +2.68% 61.085](https://www.mitrade.com/au/insights/markets/commodities/USOIL)
[USD/JPY155.616 -1.73% 155.616](https://www.mitrade.com/au/insights/markets/forex/USDJPY)
[NAS10025532.5 +0.23% 25532.5](https://www.mitrade.com/au/insights/markets/indices/NAS100)
[AUD/USD0.68944 +0.82% 0.68944](https://www.mitrade.com/au/insights/markets/forex/AUDUSD)
[Brent65.32 +2.67% 65.32](https://www.mitrade.com/au/insights/markets/commodities/UKOIL)
[Bitcoin89646.41 +0.43% 89646.41](https://www.mitrade.com/au/insights/markets/crypto/BTCUSD)
### Popular Articles
[Expert Forecasts \$5 XRP Price As Exchange Balances Plummet By 57% 1769234451](https://www.mitrade.com/au/insights/news/live-news/article-3-1419932-20260124)
[Worried About AI Valuations? This Stock Offers the Upside Without the Downside 1769232900](https://www.mitrade.com/au/insights/news/live-news/article-8-1419925-20260124)
[Senator Warren raises concerns about Trump and his family's participation in WLF 1769232627](https://www.mitrade.com/au/insights/news/live-news/article-3-1419926-20260124)
### Popular Articles
[USD/JPY slumps to multi-week lows after suspected MoF “rate check.” 1769194790](https://www.mitrade.com/au/insights/news/live-news/article-1-1419445-20260124)
[GBP/USD surges to 1.3600, hits four-month high as Dollar selling intensifies 1769192010](https://www.mitrade.com/au/insights/news/live-news/article-1-1419411-20260124)
[EUR/USD steadies near 1.1750 as mixed US data fail to lift the Greenback 1769185036](https://www.mitrade.com/au/insights/news/live-news/article-1-1419291-20260124)
### Popular Articles
[Gold rockets to \$4,988 as USD crashes on Yen intervention rumors 1769196506](https://www.mitrade.com/au/insights/news/live-news/article-2-1419493-20260124)
[Silver Price Forecast: Record all-time high above \$100.00 1769184641](https://www.mitrade.com/au/insights/news/live-news/article-2-1419270-20260124)
[Gold pauses near record highs as bulls struggle below \$5,000 1769169940](https://www.mitrade.com/au/insights/news/live-news/article-2-1418711-20260123)
### Popular Articles
[Worried About AI Valuations? This Stock Offers the Upside Without the Downside 1769232900](https://www.mitrade.com/au/insights/news/live-news/article-8-1419925-20260124)
[Is OpenAI's Decision to Begin Selling Ads on ChatGPT a Desperate Cry for Help? 1769232000](https://www.mitrade.com/au/insights/news/live-news/article-8-1419920-20260124)
[This ETF Almost Doubled Last Year and It's Nearly Twice as Cheap as the S\&P 500. Is It a Buy? 1769231706](https://www.mitrade.com/au/insights/news/live-news/article-8-1419907-20260124)
### Popular Articles
[Forecasting the upcoming week: US Dollar slides to 5-week low ahead of Fed’s decision 1769195682](https://www.mitrade.com/au/insights/news/live-news/article-4-1419472-20260124)
[USD rebounds modestly after Trump eases Greenland threat – MUFG 1769081402](https://www.mitrade.com/au/insights/news/live-news/article-4-1415113-20260122)
[Dollar gains on Greenland deal and risk rally – ING 1769079980](https://www.mitrade.com/au/insights/news/live-news/article-4-1415049-20260122)
### Popular Articles
[Expert Forecasts \$5 XRP Price As Exchange Balances Plummet By 57% 1769234451](https://www.mitrade.com/au/insights/news/live-news/article-3-1419932-20260124)
[Senator Warren raises concerns about Trump and his family's participation in WLF 1769232627](https://www.mitrade.com/au/insights/news/live-news/article-3-1419926-20260124)
[The UK Financial Conduct Authority is entering the final phase of its consultation on crypto regulation 1769231436](https://www.mitrade.com/au/insights/news/live-news/article-3-1419908-20260124)
### Popular Articles
[EUR/USD soars above 1.1800 as Yen intervention rumors slam Dollar 1769202818](https://www.mitrade.com/au/insights/news/live-news/article-5-1419725-20260124)
[EUR/USD: Expected to continue to rise – UOB Group 1769160139](https://www.mitrade.com/au/insights/news/live-news/article-5-1418268-20260123)
[Forex Today: Markets rally as US-EU tensions ease, Gold hits record high 1769109121](https://www.mitrade.com/au/insights/news/live-news/article-5-1416396-20260123)
### Popular Articles
[US S\&P Manufacturing PMI rises to 51.9, Services PMI holds steady at 52.5 1769180124](https://www.mitrade.com/au/insights/news/live-news/article-6-1419064-20260123)
[When is the flash US S\&P Global PMI data and how could it affect EUR/USD? 1769169334](https://www.mitrade.com/au/insights/news/live-news/article-6-1418671-20260123)
[GBP/USD may not have enough steam to break above 1.3570 – UOB Group 1769162042](https://www.mitrade.com/au/insights/news/live-news/article-6-1418427-20260123)
### Popular Analysis
[Global Tech Manufacturers Face Declining Demand Amid Soaring Memory Chip Costs 1769132259](https://www.mitrade.com/au/insights/stock-analysis/tech-stocks/global-tech-manufacturers-face-declining-demand-gen-20260123)
[Trump Rescinds NATO Tariffs After Greenland Framework Deal; Aussie Dollar Surges on Jobs Data 1769072366](https://www.mitrade.com/au/insights/currency/aud/aussie-dollar-surges-on-jobs-data-gen-20260122)
[Gold Hits \$4,844 as Geopolitical Tensions Drive Safe-Haven Demand 1768965746](https://www.mitrade.com/au/insights/commodity-analysis/precious-metal/gold-price-hits-4844-gen-20260121)
### Popular Analysis
[Barclays Boosts S\&P 500 Outlook Amid Strong AI-Driven Earnings 1757496046](https://www.mitrade.com/au/insights/index/spx500/spx500-20250910)
[S\&P 500 and Nasdaq Futures Climb on Google Ruling Amid Tariff Concerns 1756881734](https://www.mitrade.com/au/insights/index/spx500/nasdaq-20250903)
[Asian Stocks Slip as Australia and China Show Limited Reaction to Positive Data 1756880649](https://www.mitrade.com/au/insights/index/spx500/index-20250903)
### Popular Analysis
[Trump Rescinds NATO Tariffs After Greenland Framework Deal; Aussie Dollar Surges on Jobs Data 1769072366](https://www.mitrade.com/au/insights/currency/aud/aussie-dollar-surges-on-jobs-data-gen-20260122)
[U.S. Dollar Gains as Traders Anticipate Jobs Report and Supreme Court Tariff Ruling 1767925923](https://www.mitrade.com/au/insights/currency/usd/US-dollar-gains-as-traders-anticipate-jobs-report-gen-20260109)
[BOJ Set to Hike Rates Amid Inflation Pressures and Yen Weakness 1766041757](https://www.mitrade.com/au/insights/currency/jpy/BOJ-Set-to-Hike-Rates-gen-20251218)
### Popular Analysis
[Global Tech Manufacturers Face Declining Demand Amid Soaring Memory Chip Costs 1769132259](https://www.mitrade.com/au/insights/stock-analysis/tech-stocks/global-tech-manufacturers-face-declining-demand-gen-20260123)
[Jefferies Predicts Strong Growth in Chinese AI Stocks Amid Narrowing Valuation Gaps 1768357635](https://www.mitrade.com/au/insights/stock-analysis/asian-stocks/Jefferies-predicts-strong-growth-in-chinese-AI-stocks-gen-20260114)
[Asian Markets Open 2026 with Record-Breaking Rally on Regional Strength, AI Optimism 1767694144](https://www.mitrade.com/au/insights/stock-analysis/asian-stocks/asian-markets-gen-20260106)
### Popular Analysis
[Gold Hits \$4,844 as Geopolitical Tensions Drive Safe-Haven Demand 1768965746](https://www.mitrade.com/au/insights/commodity-analysis/precious-metal/gold-price-hits-4844-gen-20260121)
[Oil Holds Steady Amid Greenland Tensions and Oversupply Pressures 1768892753](https://www.mitrade.com/au/insights/commodity-analysis/oil/oil-price-gen-20260120)
[Gold, Silver Hit Records as Fed Independence Fears, Iran Unrest Fuel Haven Rush 1768203273](https://www.mitrade.com/au/insights/commodity-analysis/precious-metal/gold-silver-price-gen-20260112)
### Popular Analysis
[Bitcoin Tops \$95,000 Amid Two-Month High, but U.S. Demand Lags Behind Global Rally 1768376393](https://www.mitrade.com/au/insights/crypto/bitcoin/bitcoin-price-gen-20260114)
[XRP Drops 5% After Being Hailed as 2026’s “Hottest Trade” 1767858470](https://www.mitrade.com/au/insights/crypto/ripple/xrp-price-gen-20260108)
[Bitcoin Retreats to \$92K After Sharp Sell-Off Triggers Over \$440M in Liquidations 1767773944](https://www.mitrade.com/au/insights/crypto/bitcoin/bitcoin-price-gen-20260107)
### Popular Analysis
[Australian Consumer Confidence Declines Amid Rising Interest Rate Concerns 1768269538](https://www.mitrade.com/au/insights/Economics/news-of-the-day/australian-consumer-confidence-declined-further-gen-20260113)
[Australian Interest Rate Cuts Postponed to 2027 Amid Rising Inflation Pressures, Westpac Predicts 1765942294](https://www.mitrade.com/au/insights/Economics/news-of-the-day/westpac-predicts-australian-interest-rate-cuts-postponed-gen-20251217)
[Global Markets on Edge Ahead of Key Economic Data and Central Bank Decisions 1765865059](https://www.mitrade.com/au/insights/Economics/central-banks/global-markets-on--edge-ahead-of-key-economic-data-gen-20251216)
### Top Blog Posts
[How To Buy Silver In Australia Online? 06 Best Place to Buy Silver in Australia 1769160201](https://www.mitrade.com/au/insights/commodity/commodity-basics/how-to-buy-silver-in-australia-online)
[7 Best Gold Trading Platform Australia in 2026: Beginner & Pro Trader Picks 1769154191](https://www.mitrade.com/au/insights/commodity/gold/best-gold-trading-platform-australia)
[6 Best Gold CFD Trading Platform Australia: ASIC-Regulated Brokers Reviewed (2026 Guide) 1769153987](https://www.mitrade.com/au/insights/commodity/gold/asic-regulated-brokers-reviewed)
### Top Blog Posts
[What Are ETFs and How They Work in the Trading World 1768985280](https://www.mitrade.com/au/insights/others/cfd-trading/what-are-etfs)
[What Is a Broker and How to Choose the Right One for Your Trading Goals 1768804838](https://www.mitrade.com/au/insights/others/cfd-trading/what-is-a-broker)
[Pros and Cons of Forex Trading: Why It's Among the Most Popular CFD Markets 1768458134](https://www.mitrade.com/au/insights/others/cfd-trading/pros-cons-forex-trading)
### Top Blog Posts
[How to Invest in the ASX 200 for Australian Beginners? 1769064017](https://www.mitrade.com/au/insights/indices/indices-basic/how-to-invest-in-the-asx200)
[What Are Indices in Trading and Why They Matter 1768808219](https://www.mitrade.com/au/insights/indices/indices-basic/what-are-indices)
### Top Blog Posts
[How to Buy Bitcoin in Australia in Just 3 Minutes 1763446926](https://www.mitrade.com/au/insights/cryptocurrency/cryptocurrencies-investment/how-to-buy-bitcoin-in-australia-20250911)
### Top Blog Posts
[How To Buy Silver In Australia Online? 06 Best Place to Buy Silver in Australia 1769160201](https://www.mitrade.com/au/insights/commodity/commodity-basics/how-to-buy-silver-in-australia-online)
[7 Best Gold Trading Platform Australia in 2026: Beginner & Pro Trader Picks 1769154191](https://www.mitrade.com/au/insights/commodity/gold/best-gold-trading-platform-australia)
[6 Best Gold CFD Trading Platform Australia: ASIC-Regulated Brokers Reviewed (2026 Guide) 1769153987](https://www.mitrade.com/au/insights/commodity/gold/asic-regulated-brokers-reviewed)
### Top Blog Posts
[Exploring Forex Currency Pairs in CFD Trading: Major, Minor, and Exotic Explained 1768444492](https://www.mitrade.com/au/insights/forex/forex-basics/forex-currency-pairs)
### Beginners
[CFD Trading](https://www.mitrade.com/au/insights/trading/cfd-trading)
[Gold Trading](https://www.mitrade.com/au/insights/trading/gold-trading)
[Silver Trading](https://www.mitrade.com/au/insights/trading/silver-trading)
Mitrade Insights is dedicated to providing investors with rich, timely and most valuable financial information to help investors grasp the market situation and find timely trading opportunities.
2021
Best News & Analysis Provider
FxDailyInfo
2022
Best Forex Educational Resources Global
International Business Magazine
[Insights](https://www.mitrade.com/au/insights)[News](https://www.mitrade.com/au/insights/news/live-news)[Shares](https://www.mitrade.com/au/insights/news/live-news?category=8)
# Better Artificial Intelligence Stock: Nvidia vs. Intel
Source Motley\_fool
## Key Points
- Nvidia is the market leader in AI chips thanks to its Hopper and Blackwell GPUs.
- Intel is fighting to maintain its advantage in the CPU market over Advanced Micro Devices while also trying to develop its foundry division.
- President Donald Trump had the U.S. government take a 10% stake in Intel in return for federal support for the company.
- 10 stocks we like better than Nvidia ›
There are plenty of ways to play the artificial intelligence (AI) craze that's dominating Wall Street these days. The tried-and-true stock is **Nvidia** (NASDAQ: NVDA), the designer of the advanced chips that are the tech world's most popular choices for running large language models, generative AI, and other cutting-edge functions. Nvidia has made a lot of investors richer over the last few years, and has now grown to become the largest publicly traded company in the world, with a market capitalization approaching \$4.4 trillion.
But another possible pick for tech sector investors is **Intel** (NASDAQ: INTC), which is more of a legacy computing company. Intel has lagged badly in the AI race, particularly with its foundry division, but it could benefit from the recent investment by the U.S. government, which has taken a 10% stake in the company.
***Where to invest \$1,000 right now?** Our analyst team just revealed what they believe are the **10 best stocks** to buy right now. **Learn More »***
Intel stock is up by 20% so far in 2025. Could it be a better AI investment from here than Nvidia?

Image source: Intel.
## The market position for Nvidia
Nvidia's graphics processing units (GPUs) are the industry standard when it comes to providing the types of computing power required to teach AI models and deploy them in real-world applications. Its CUDA parallel computing platform lets developers write code and build applications on Nvidia GPUs. Every GPU is a parallel processor -- capable of performing thousands of operations at once. The CUDA platform helps developers take certain types of computationally heavy processes and divide them into small individual threads that can be handled separately and simultaneously by such chips, thus getting more effectiveness out of them. The results are faster processing times and a more efficient use of computing resources.
That's particularly important because it keeps hyperscalers and other developers locked into the Nvidia platform when they take their projects live -- because CUDA can only be run on Nvidia's chips. Its Hopper GPUs were the gold standard for GPUs, but now it's selling its new Blackwell architecture chips, which deliver faster performance with lower power consumption. Blackwell sales generated \$11 billion for Nvidia in the first quarter they were available -- its fiscal 2025 Q4, which ended Jan. 26 -- and boomed to \$27 billion in the first quarter of its fiscal 2026. Blackwell sales rose another 17% to roughly \$31.6 billion in fiscal Q2, which ended July 27. That was about 76% of the company's data center sales. CEO Jensen Huang described demand for the Blackwell GPUs as "extraordinary."
## The market position for Intel
Intel, meanwhile, is the market leader in the data center central processing unit (CPU) space, but it's facing serious challenges from rivals **Advanced Micro Devices** and **Arm** **Holdings**. Analysts with Mercury Research and International Data Corporation (IDC) predict that Intel's market share will slip to 55% this year as AMD's rises to 36%. Further, they project that Intel's market share will fall below 50% by 2027, with AMD getting about 40% and Arm getting between 10% and 12% of the market.
Intel has also been attempting to build up its third-party foundry business, but that unit has struggled to find its footing. While **Taiwan Semiconductor Manufacturing** is still getting the lion's share of the world's chip fabrication business, Intel has had trouble landing clients. Management has announced that it's shelving its plans to build chip foundries in Germany and Poland, and will slow the pace of construction at its foundry project in Ohio.
The company is investing more than \$100 billion in its domestic foundry business, with its next plant expected to open this year in Arizona.
"We are also taking the actions needed to build a more financially disciplined foundry," CEO Lip-Bu Tan said in the fiscal Q2 earnings press release. "It's going to take time, but we see clear opportunities to enhance our competitive position, improve our profitability and create long-term shareholder value."
## What's moving Intel stock now
While Intel is in a weaker financial position than Nvidia, some investors are speculating that it could be hitting a bottom -- especially now that the U.S. government has taken a stake in the business. The Trump administration announced in August that it would purchase 433.3 million shares of Intel stock, taking a 9.9% stake in the company. The U.S. also gets a five-year warrant for \$20 per share to take an additional 5% of shares should Intel not own a majority of its foundry business.
These moves are part of a push by Washington to encourage the development and manufacturing of high-end semiconductors in the U.S.
"As the only semiconductor company that does leading-edge logic R\&D and manufacturing in the U.S., Intel is deeply committed to ensuring the world's most advanced technologies are American made," Tan said.
## There's still skepticism about Intel
Investors have already baked some high expectations into Intel's stock price. Its forward price-to-earnings ratio, which a couple of years ago was roughly in line with Nvidia's, has surged higher since then, and is now approaching 200, while Nvidia trades at a more reasonable 38.

NVDA PE Ratio (Forward) data by YCharts.
Intel's stock hasn't traded at levels like this in two decades. "The stock looks incredibly expensive here," Wayne Kaufman, chief market analyst at Phoenix Financial Services, told Bloomberg. "That kind of multiple is a bet that the government will push Intel so hard on customers that it becomes a winner."
Most analysts who revisited Intel following the Trump administration announcement reiterated their hold positions, but also are projecting significant downside for the stock. Bernstein's Stacy Rasgon has a \$21 12-month price target on Intel, which would amount to a roughly 12% downside, while TD Cowen's Joshua Buchalter has a \$20 price target.
Intel has had a net loss of \$21 billion over its last four reported quarters, and I don't see a path for the company to turn its finances around abruptly enough to justify its frothy forward P/E. While its still-downtrodden share price might represent a buying opportunity for investors, I think it's a shaky bet at best considering that Intel is playing catch-up in AI.
Intel's new government backing gives it a potential tailwind, but Nvidia's leadership in GPUs, its CUDA platform, and its AI infrastructure make it a safer bet for long-term investors.
## Should you invest \$1,000 in Nvidia right now?
Before you buy stock in Nvidia, consider this:
The *Motley Fool Stock Advisor* analyst team just identified what they believe are the **10 best stocks** for investors to buy now… and Nvidia wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when **Netflix** made this list on December 17, 2004... if you invested \$1,000 at the time of our recommendation, **you’d have \$678,148**!\* Or when **Nvidia** made this list on April 15, 2005... if you invested \$1,000 at the time of our recommendation, **you’d have \$1,052,193**!\*
Now, it’s worth noting *Stock Advisor’s* total average return is 1,065% — a market-crushing outperformance compared to 186% for the S\&P 500. Don’t miss out on the latest top 10 list, available when you join *Stock Advisor*.
**See the 10 stocks »**
**\*Stock Advisor returns as of August 25, 2025**
*Patrick Sanders has positions in Nvidia. The Motley Fool has positions in and recommends Advanced Micro Devices, Intel, Nvidia, and Taiwan Semiconductor Manufacturing. The Motley Fool recommends the following options: short August 2025 \$24 calls on Intel and short November 2025 \$21 puts on Intel. The Motley Fool has a disclosure policy.*
Disclaimer: For information purposes only. Past performance is not indicative of future results.
## Recommended Articles
[](https://www.mitrade.com/au/insights/stock-analysis/tech-stocks/global-tech-manufacturers-face-declining-demand-gen-20260123)
[Global Tech Manufacturers Face Declining Demand Amid Soaring Memory Chip Costs](https://www.mitrade.com/au/insights/stock-analysis/tech-stocks/global-tech-manufacturers-face-declining-demand-gen-20260123)[Tech giants forecast a significant drop in smartphone, PC, and console sales as rising memory chip prices compel companies to increase retail costs, potentially stifling consumer demand.](https://www.mitrade.com/au/insights/stock-analysis/tech-stocks/global-tech-manufacturers-face-declining-demand-gen-20260123)
Author Mitrade
Yesterday 01: 37
Tech giants forecast a significant drop in smartphone, PC, and console sales as rising memory chip prices compel companies to increase retail costs, potentially stifling consumer demand.
[](https://www.mitrade.com/au/insights/currency/aud/aussie-dollar-surges-on-jobs-data-gen-20260122)
[Trump Rescinds NATO Tariffs After Greenland Framework Deal; Aussie Dollar Surges on Jobs Data](https://www.mitrade.com/au/insights/currency/aud/aussie-dollar-surges-on-jobs-data-gen-20260122)[The U.S. dollar firmed as President Trump withdrew European tariff threats following a NATO "framework deal" on Greenland. Meanwhile, the Australian dollar hit a 15-month high amid hawkish RBA rate bets.](https://www.mitrade.com/au/insights/currency/aud/aussie-dollar-surges-on-jobs-data-gen-20260122)
Author Mitrade
Jan 22, Thu
The U.S. dollar firmed as President Trump withdrew European tariff threats following a NATO "framework deal" on Greenland. Meanwhile, the Australian dollar hit a 15-month high amid hawkish RBA rate bets.
[](https://www.mitrade.com/au/insights/commodity-analysis/precious-metal/gold-price-hits-4844-gen-20260121)
[Gold Hits \$4,844 as Geopolitical Tensions Drive Safe-Haven Demand](https://www.mitrade.com/au/insights/commodity-analysis/precious-metal/gold-price-hits-4844-gen-20260121) [Gold prices soared to a historic high of \$4,844 an ounce amidst rising geopolitical unrest linked to Greenland and a weakening U.S. dollar. Investors flock to precious metals as trade tensions escalate.](https://www.mitrade.com/au/insights/commodity-analysis/precious-metal/gold-price-hits-4844-gen-20260121)
Author Mitrade
Jan 21, Wed
Gold prices soared to a historic high of \$4,844 an ounce amidst rising geopolitical unrest linked to Greenland and a weakening U.S. dollar. Investors flock to precious metals as trade tensions escalate.
[](https://www.mitrade.com/au/insights/commodity-analysis/oil/oil-price-gen-20260120)
[Oil Holds Steady Amid Greenland Tensions and Oversupply Pressures](https://www.mitrade.com/au/insights/commodity-analysis/oil/oil-price-gen-20260120)[Oil prices stabilized on Wednesday as traders weighed escalating geopolitical tensions over the U.S. push to take control of Greenland against a backdrop of persistent concerns about global oversupply.](https://www.mitrade.com/au/insights/commodity-analysis/oil/oil-price-gen-20260120)
Author Mitrade
Jan 20, Tue
Oil prices stabilized on Wednesday as traders weighed escalating geopolitical tensions over the U.S. push to take control of Greenland against a backdrop of persistent concerns about global oversupply.
[](https://www.mitrade.com/au/insights/crypto/bitcoin/bitcoin-price-gen-20260114)
[Bitcoin Tops \$95,000 Amid Two-Month High, but U.S. Demand Lags Behind Global Rally](https://www.mitrade.com/au/insights/crypto/bitcoin/bitcoin-price-gen-20260114)[Bitcoin prices climbed above \$95,000 on Tuesday, reaching their highest level in two months. However, a key market indicator suggests U.S. investor participation in the rally has been noticeably weaker compared to overseas demand.](https://www.mitrade.com/au/insights/crypto/bitcoin/bitcoin-price-gen-20260114)
Author Mitrade
Jan 14, Wed
Bitcoin prices climbed above \$95,000 on Tuesday, reaching their highest level in two months. However, a key market indicator suggests U.S. investor participation in the rally has been noticeably weaker compared to overseas demand.
Popular Symbols
[ Brent 65.32+1.70 (+2.67%)](https://www.mitrade.com/au/insights/markets/commodities/UKOIL)
[Trade](https://www.mitrade.com/au/financial-tools/UKOIL)
[ USD/JPY 155.616](https://www.mitrade.com/au/insights/markets/forex/USDJPY)
[Trade](https://www.mitrade.com/au/financial-tools/USDJPY)
[ Gold 4985.88](https://www.mitrade.com/au/insights/markets/commodities/XAUUSD)
[Trade](https://www.mitrade.com/au/financial-tools/XAUUSD)


Markets
[Populars](https://www.mitrade.com/au/insights/markets)[Forex](https://www.mitrade.com/au/insights/markets/forex)[Commodities](https://www.mitrade.com/au/insights/markets/commodities)[Shares](https://www.mitrade.com/au/insights/markets/shares)[Indices](https://www.mitrade.com/au/insights/markets/indices)[Crypto](https://www.mitrade.com/au/insights/markets/crypto)[ETFs](https://www.mitrade.com/au/insights/markets/etfs)[Bonds](https://www.mitrade.com/au/insights/markets/bonds)
News
[All](https://www.mitrade.com/au/insights/news/live-news?category=)[Forex](https://www.mitrade.com/au/insights/news/live-news?category=1)[Commodities](https://www.mitrade.com/au/insights/news/live-news?category=2)[Shares](https://www.mitrade.com/au/insights/news/live-news?category=8)[Indices](https://www.mitrade.com/au/insights/news/live-news?category=4)[Cryptocurrencies](https://www.mitrade.com/au/insights/news/live-news?category=3)[Technical Analysis](https://www.mitrade.com/au/insights/news/live-news?category=5)[Economic Indicator](https://www.mitrade.com/au/insights/news/live-news?category=6)
Analysis
[All](https://www.mitrade.com/au/insights/news/analysis)[Index](https://www.mitrade.com/au/insights/news/index)[Currency](https://www.mitrade.com/au/insights/news/currency)[Stocks](https://www.mitrade.com/au/insights/news/stock-analysis)[Commodity](https://www.mitrade.com/au/insights/news/commodity-analysis)[Cryptocurrency](https://www.mitrade.com/au/insights/news/crypto)[Economics](https://www.mitrade.com/au/insights/news/Economics)
Trading Tools
[Economic Calendar](https://www.mitrade.com/au/insights/economic-calendar)[Trading Analysis](https://www.mitrade.com/au/insights/trading-strategy)
Education
[Courses](https://www.mitrade.com/au/insights/education)
Blog
[All](https://www.mitrade.com/au/insights/blog)[Others](https://www.mitrade.com/au/insights/others)[Indices](https://www.mitrade.com/au/insights/indices)[Cryptocurrency](https://www.mitrade.com/au/insights/cryptocurrency)[Commodity](https://www.mitrade.com/au/insights/commodity)[Forex](https://www.mitrade.com/au/insights/forex)
Get it on
[App Store](https://mytd.cc/2sU)[Google Play](https://mytd.cc/2sT)[MacOS](https://resource.mistorebox.com/pc-client/Mitrade.dmg)[Windows](https://resource.mistorebox.com/pc-client/Mitrade_Setup.exe)
Content Cooperation:
contentcollab@mitrade.com
Follow our community
Risk Warning: Trading may result in the loss of your entire capital. Please consider our legal disclosure documents before using our services and ensure that you understand the risks involved. You do not own or have any interest in the underlying assets.
Mitrade Markets Pty Ltd does not issue advice, recommendations or opinion in relation to acquiring, holding or disposing of our products.
Mitrade is a brand jointly used by multiple companies:
Mitrade Markets Pty Ltd authorised and regulated by the South Africa Financial Sector Conduct Authority (FSCA) as a FSP with License Number 54842.
Mitrade Global Pty Ltd with ABN 90 149 011 361 holds an Australian Financial Services Licence (AFSL 398528).
Mitrade EU Ltd is authorised and regulated by Cyprus Securities and Exchange Commission (CySEC) as a CIF with License Number 438/23.
Mitrade Holding Ltd authorised and regulated by Cayman Island Monetary Authority (CIMA) with SIB Licence number 1612446.
Mitrade International Ltd is authorised and regulated by Mauritius Financial Services Commission (FSC) with Investment Dealer Licence number GB20025792.
The information on this site is not intended for residents of the United States, Canada, Japan, New Zealand or use by any person in any country or jurisdiction where such distribution or use would be contrary to local law or regulation. Please note that English is the main language used in our services and is also the legally effective language in all of our terms and agreements. Versions in other languages are only for reference. In the event of any discrepancy between the English version and the other versions, the English version shall prevail.
Secured by SSL. © Mitrade Copyright, All rights reserved.
[Privacy Policy](https://resource.mistorebox.com/doc/Mitrade_PrivacyPolicy-en-US-FSCA.pdf)[Product Sheet](https://resource.mistorebox.com/doc/Mitrade_ProductSheet-en-US-FSCA.pdf)[Complaints Procedure](https://www.mitrade.com/au/about-us/complaints)[Risk Disclosure Statement](https://resource.mistorebox.com/doc/Mitrade_RiskDisclosureStatement-en-US-FSCA.pdf)[Client Agreement](https://resource.mistorebox.com/doc/Mitrade_ClientAgreement-en-US-FSCA.pdf) |
| Readable Markdown | null |
| Shard | 140 (laksa) |
| Root Hash | 5381200805175059740 |
| Unparsed URL | com,mitrade!www,/au/insights/news/live-news/article-8-1100491-20250906 s443 |