this post was submitted on 07 Oct 2024
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Which means they're in a bubble because Nvidia's total assets (85B$) value is less than half of Intel's (205B$). I refuse to believe that the "potential for growth" of Nvidia is worth anywhere close to 120B$ in actual value even in the next 5 years. I see only two things here: either Intel is undervalued, or Nvidia is overvalued. I think it's both. When that bubble bursts it's going to hit very hard for a lot of people because it's the same thing as the other big tech companies (apple google meta etc) are all valued based on predictions and magic when the companies that have an actual intrinsic value are worth less
Intel is lagging behind AMD and NVidia with no sign of catching up. Meanwhile NVIDIA has a monopoly on AI.
It's no wonder NVIDIA is worth far more now.
Intel have shown signs of catching up by putting out a better iGPU than AMD's latest and greatest for laptop chips in certain games and most compute tasks. They've also put out one of the best laptop chips last month, they consume next to nothing while still having decent performance but go on I guess
Being best in one aspect of the laptop market is not going to save Intel. They are losing their grip on the server market. That's where the real money is, and once those customers go AMD, they are likely to stay there for the foreseeable future.