Thursday, July 9th 2020

NVIDIA Surpasses Intel in Market Cap Size

Yesterday after the stock market has closed, NVIDIA has officially reached a bigger market cap compared to Intel. After hours, the price of the NVIDIA (ticker: NVDA) stock is $411.20 with a market cap of 251.31B USD. It marks a historic day for NVIDIA as the company has historically been smaller than Intel (ticker: INTC), with some speculating that Intel could buy NVIDIA in the past while the company was much smaller. Intel's market cap now stands at 248.15B USD, which is a bit lower than NVIDIA's. However, the market cap is not an indication of everything. NVIDIA's stock is fueled by the hype generated around Machine Learning and AI, while Intel is not relying on any possible bubbles.

If we compare the revenues of both companies, Intel is having much better performance. It had a revenue of 71.9 billion USD in 2019, while NVIDIA has 11.72 billion USD of revenue. No doubt that NVIDIA has managed to do a good job and it managed to almost double revenue from 2017, where it went from $6.91 billion in 2017 to $11.72 billion in 2019. That is an amazing feat and market predictions are that it is not stopping to grow. With the recent acquisition of Mellanox, the company now has much bigger opportunities for expansion and growth.
Add your own comment

136 Comments on NVIDIA Surpasses Intel in Market Cap Size

#26
mtcn77
stimpy88
I guess that means that there is no chance in Hell that the upcoming RTX 30xx series will be the same price, or cheaper than the 20xx series now.

We need AMD GPUs to be competitive more than ever.
They keep updating the tensor level, though.
It is one ramifying feature. Like AMD's rapid packed math, but for hpc.
Posted on Reply
#27
john_
I guess someone who plays in the stock market and at the same time is a huge fun of both AMD and Nvidia, right now is in a tropical beach smiling.
Posted on Reply
#28
HenrySomeone
Xaled
Are you saying that ATI did good after been acquired to AMD? ATI would have been on par with Nvidia now if not better! ATI is now 7 years behind Nvidia because they joined AMD
They would likely do somewhat better, yes (Ruiz was a hack of quite epyc proportions), but driver issues would certainly still persist; their notoriously bad drivers were famous as the worst of any major player back then. Also, Nvidia would still nastily bend them over with Tesla arch to which they were clearly woefully unprepared...
Posted on Reply
#29
john_
Xaled
Are you saying that ATI did good after been acquired to AMD?
No but it did help AMD. AMD without ATI would have been dead and forgoten by now. We might had better options for our next GPU, but mainstream hi end CPUs would still be 4/8 models. All our hopes would be in ARM to see some competition.
Posted on Reply
#30
mtcn77
HenrySomeone
They would likely do somewhat better, yes (Ruiz was a hack of quite epyc proportions), but driver issues would certainly still persist; their notoriously bad drivers were famous as the worst of any major player back then. Also, Nvidia would still nastily bend them over with Tesla arch to which they were clearly woefully unprepared...
AMD has been persevering for an architectural continuity, though. It is where Nvidia seperates itself from x86 licensors - only Nvidia cannibalizes a last generation of hardware each step of the way. Intel overachieves and AMD underplays architectural leaps.
Posted on Reply
#31
Vya Domus
Xaled
Are you saying that ATI did good after been acquired to AMD? ATI would have been on par with Nvidia now if not better!
If AMD hadn't bought ATI they'd be long gone by now and you'd be enjoying your new 200$ 10th gen dual core from Intel now. At least this way we still have a choice between two different GPU and CPU manufacturers.
Xaled
ATI is now 7 years behind Nvidia because they joined AMD
You know damn well that's a load of crap.
Posted on Reply
#32
HenrySomeone
stimpy88
I guess that means that there is no chance in Hell that the upcoming RTX 30xx series will be the same price, or cheaper than the 20xx series now.

We need AMD GPUs to be competitive more than ever.
Both is very true; I am fully expecting the 3080ti/3090 to start at 1.5k$ (officially, but realistically more like 1.6-1.7 at least in the first month or two), yet I also think AMD will actually be even less competitive than ever before or at the very least just as uncompetitive as against 2080Ti. Bad times for buyers of high-end gpus indeed (or at least for their wallets), courtesy of yours truly, incompetent RTG :p
Posted on Reply
#33
mtcn77
HenrySomeone
Bad times for buyers of high-end gpus indeed (or at least for their wallets), courtesy of yours truly, incompetent RTG :p
Does RTG fail at good value, though? All pc special stuff seem incomplete to me(eve online, ahem). You have to dedicate developer overtime to input custom lines of code. New features don't come with a high level gpu api.
Posted on Reply
#34
ARF
stimpy88
I guess that means that there is no chance in Hell that the upcoming RTX 30xx series will be the same price, or cheaper than the 20xx series now.

We need AMD GPUs to be competitive more than ever.
Let's hope we begin hearing about:
Navi 21;
Navi 22;
Navi 23.

Soon, so that their releases approach quickly.
john_
No but it did help AMD. AMD without ATI would have been dead and forgoten by now. We might had better options for our next GPU, but mainstream hi end CPUs would still be 4/8 models. All our hopes would be in ARM to see some competition.
This is pure speculation without taking consideration that the purchase of ATi actually led AMD to very nasty financial position. AMD overpaid heavily for ATi.

And given that today the best products from AMD are all Zen-based, the Radeon lineup is somewhere third or fourth in the priority list, I think that AMD without ATi would have been in a much better situation today.
Posted on Reply
#35
TheLostSwede
It's all because of Jensun's amazing baking skills and his multi-coloured collection of GPU spatulas...

Posted on Reply
#36
mtcn77
TheLostSwede
It's all because of Jensun's amazing baking skills and his multi-coloured collection of GPU spatulas...
Gtx 480 was a correctly featured product. It is just that we didn't have that exclusive cosmos case with a dedicated gpu air vent, that caused the heart of the problem.
Posted on Reply
#37
Vya Domus
ARF
This is pure speculation
It's a speculation for those that don't know what Intel began to do in the early 2000s. They drove AMD out of the OEM and server business with billions in bribes, there was no way AMD would have survived that exodus up until today had they not bought ATI and started shipping APUs in consoles, at one point in time that was basically their only considerable source of income. Intel probably never predicted that they were going to buy ATI nor what their intentions with it were.
Posted on Reply
#38
ARF
Vya Domus
It's a speculation for those that don't know what Intel began to do in the early 2000s. They drove AMD out of the OEM and server business with billions in bribes, there was no way AMD would have survived that exodus up until today had they not bought ATI and started shipping APUs in consoles, at one point in time that was basically their only considerable source of income. Intel probably never predicted that they were going to buy ATI nor what their intentions with it were.
lol, you know that the Antitrust regulators will never allow a single x86 player and that the court after all hands beefy fines over to the naughty Intel.
Posted on Reply
#39
Vya Domus
ARF
lol, you know that the Antitrust regulators will never allow a single x86 player and that the court after all hands beefy fines over to the naughty Intel.
The "beefy fines" were hogwash, antitrust regulations are also a hogwash. No one actually cares if there's just a single x86 player, point made the fines weren't even issues by an US court. Fines which by the way were never settled to this day, basically none of that even matters anymore today.
Posted on Reply
#40
HenrySomeone
mtcn77
Gtx 480 was a correctly featured product. It is just that we didn't have that exclusive cosmos case with a dedicated gpu air vent, that caused the heart of the problem.
While I admit that the 480 memes were funny and somewhat appropriate and it wasn't exactly a brilliant card, its main problem was that the large majority of them shipped with the not-quite-adequate stock cooler. The power consumption wasn't that bad for today's standards, well at least AMD ones :D


And mind you, 480 was the absolute fastest single-gpu card back then, while 5700xt is a paltry upper-mid range one. Some versions with proper cooling (unfortunately rare) were much different beasts:
Posted on Reply
#41
ARF
Vya Domus
The "beefy fines" were hogwash, antitrust regulations are also a hogwash. No one actually cares if there's just a single x86 player, point made the fines weren't even issues by an US court. Fines which by the way were never settled to this day, basically none of that even matters anymore today.
You have to check the facts first:

First settlement:

Intel to pay AMD $1.25 billion in antitrust settlement
AMD drops its litigation while Intel agrees to "abide by" a long list of prohibitions. And renewed patent cross-license agreement frees AMD to spin off chip manufacturing.
www.cnet.com/news/intel-to-pay-amd-1-25-billion-in-antitrust-settlement/


Second fine:

Antitrust: Commission imposes fine of €1.06 bn on Intel for abuse of dominant position; orders Intel to cease illegal practices
ec.europa.eu/commission/presscorner/detail/en/IP_09_745
Posted on Reply
#43
renz496
Vya Domus
The "beefy fines" were hogwash, antitrust regulations are also a hogwash. No one actually cares if there's just a single x86 player, point made the fines weren't even issues by an US court. Fines which by the way were never settled to this day, basically none of that even matters anymore today.
AFAIK it has been paid to AMD. they got 1 billion out of it but when nvidia later got 1.5b for their settlement with intel some people like "what? why nvidia get more?" the one that hasn't been pay yet is the one that was supposed to go to EU pocket. so even if intel pay that AMD will not going to get any of it.
Posted on Reply
#44
ARF
renz496
AFAIK it has been paid to AMD. they got 1 billion out of it but when nvidia later got 1.5b for their settlement with intel some people like "what? why nvidia get more?" the one that hasn't been pay yet is the one that was supposed to go to EU pocket. so even if intel pay that AMD will not going to get any of it.
AMD still benefits because it allows them to compete more freely.

Also, Microsoft and Google get fined, too.

ec.europa.eu/commission/presscorner/detail/en/IP_13_196

ec.europa.eu/commission/presscorner/detail/en/IP_19_1770
Posted on Reply
#45
xkm1948
Fluffmeister
For a company that is apparently doomed, they seem to be doing okay.
Mostly just folks with underdog syndrome hating on others being successful
Posted on Reply
#46
ARF
xkm1948
Mostly just folks with underdog syndrome hating on others being successful
Intel is the underdog today and because of natural consequences.
While AMD has never been a true underdog - it was artificially forced to look like one.


Posted on Reply
#47
HenrySomeone
It has always been an underdog, once upon a time with compelling products in the mainstream, but not for the last 14 years...
Posted on Reply
#48
Vya Domus
Imagine still believing AMD is an "underdog".

The first stage is denial ...
Posted on Reply
#50
ZoneDymo
xkm1948
Mostly just folks with underdog syndrome hating on others being successful
Companies who do good things are great when succesful, like AMD or Tesla imo.
Companies like Nvidia....overcharging just because they can (consumer mistake really) and killing tech or its potential.... not really rooting for them.
Posted on Reply
Add your own comment