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.
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136 Comments on NVIDIA Surpasses Intel in Market Cap Size

#51
HenrySomeone
AMD has just proven they are plenty capable of overcharging (or at least they think they can) with their laughable XT line :p
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#52
xkm1948
ZoneDymo
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.
Should not be rooting for any for profit company in the first place. They are not charity. They are in to make profit. Get over the feelings
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#53
cucker tarlson
xkm1948
Should not be rooting for any for profit company in the first place. They are not charity. They are in to make profit. Get over the feelings
Also,AMD and Tesla,lol
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#54
Midland Dog
nvidia are the KINGS of consumer sillicon, fact. you cant justify samsung because they have competitors in the dram space and u actually have to hunt to find b-die, nvidia is everywhere essentially
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#55
M2B
AMD is underdog for sure.
Their behavior and market situation proves they are.
You are an underdog if you HAVE TO price your products lower compared to the competition.
More importantly, their revenue and profit margins are absolutely nothing compared to Intel, they have a long way ahead of them to become a serious threat to Intel.
I honestly think ARM is more worrisome than AMD to Intel in the long term.
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#56
ARF
M2B
AMD is underdog for sure.
Their behavior and market situation proves they are.
You are an underdog if you HAVE TO price your products lower compared to the competition.
More importantly, their revenue and profit margins are absolutely nothing compared to Intel, they have a long way ahead of them to become a serious threat to Intel.
I honestly think ARM is more worrisome than AMD to Intel in the long term.
AMD is no underdog. Check the dictionary for the meaning of the word:

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#57
HenrySomeone
Depends what you take as winning in this context; if only surviving is enough, then yes, AMD is not an underdog, however if that should mean obtaining more than 50% market share (or even better, swap it with current Intel/Nvidia, which are both around 80%), than AMD is an undoubtable underdog.
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#58
Vya Domus
If underdog means winning contracts for supercomputers and data centers left and right, I want to open up a business and be an underdog as well. :roll:
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#59
HenrySomeone
Intel chips are in about 475 out of 500 top supercomputers and AMD is in...6, so much about left and right contracts :roll:

"As of November 2019, all supercomputers on TOP500 are 64-bit, mostly based on CPUs using the x86-64 instruction set architecture (of which 474 are Intel EMT64-based and 6 are AMD AMD64-based). The few exceptions are all based on RISC architectures). "
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#60
cucker tarlson
They got their epyc into dga stations
Should make the most of it while it lasts,intels fabrication problems wont last forever
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#61
Vya Domus
Many of which were commissioned or built long before EPYC was launched, seeing you try and respond or contradict to everything I say and failing miserably is really cute and flattering. :love:
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#62
HenrySomeone
cucker tarlson
They got their epyc into dga stations
Should make the most of it while it lasts,intels fabrication problems wont last forever
Precisely, when Intel does finally get on proper 10nm, never mind 7, not even 3nm+ is going to keep curent Zen arch afloat...
Vya Domus
Many of which were commissioned or built long before EPYC was launched, seeing you try and respond or contradict to everything I say and failing miserably is really cute and flattering. :love:
Many of which? Lmao! :laugh: Do you not comprehend the ratio? You claimed they are winning supercomputer contracts left and right and yet they are in the single digits! Just don't post anything more, it's embarrasing...:rolleyes:
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#63
Flanker
I consider AMD the underdog from the amount of money they have to invest in R&D
www.statista.com/statistics/263562/intel-expenditure-on-research-and-development-since-2004/
www.statista.com/statistics/267873/amds-expenditure-on-research-and-development-since-2001/
www.statista.com/statistics/988048/nvidia-research-and-development-expenses/

AMD: 1.55 billion
Nvidia: 2.83 billion
Intel: 13.36 billion

Now, I can't find how these budget get broken down in CPU or GPU or consumer or professional etc...
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#64
Vya Domus
Even Nvidia wants AMD chips in their servers now, don't try and get your head around that one Henry boi seeing your favorite green corporation partnering with AMD must drive you nuts. :roll:
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#65
Flanker
I consider AMD the underdog from the amount of money they have to invest in R&D
www.statista.com/statistics/263562/intel-expenditure-on-research-and-development-since-2004/
www.statista.com/statistics/267873/amds-expenditure-on-research-and-development-since-2001/
www.statista.com/statistics/988048/nvidia-research-and-development-expenses/

AMD: 1.55 billion
Nvidia: 2.83 billion
Intel: 13.36 billion

Now, I can't find how these budget get broken down in CPU or GPU or consumer or professional etc...
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#66
Vya Domus
HenrySomeone
it's embarrasing...:rolleyes:
Only embarrassment I feel here is when I read your comments, straight up unadulterated cringe. It almost causes me physical pain.
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#67
HenrySomeone
Vya Domus
Even Nvidia wants AMD chips in their servers now, don't try and get your head around that one Henry boi seeing your favorite green corporation partnering with AMD must drive you nuts. :roll:
Unlike what you expect, I realize that Zen2 has certain valid applications and it does not drive me nuts in the slightest. Why the fuck should it. But also unlike you, I can clearly see that AMD is still a definite underdog and will remain that for the forseeable future.
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#68
Vya Domus
HenrySomeone
Unlike what you expect, I realize that Zen2 has certain valid applications and it does not drive me nuts in the slightest. Why the fuck should it. But also unlike you, I can clearly see that AMD is still a definite underdog and will remain that for the forseeable future.
Only "definite" thing for the foreseeable future here is the cringe. I suggest wccftech.com buddy, you'll find a lot of Henries there. :laugh:
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#69
Midland Dog
ARF
AMD is no underdog. Check the dictionary for the meaning of the word:


against nvidia they are beyond being the underdog, they are underdogs VS intel Xe graphics tbh
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#70
mtcn77
Midland Dog
against nvidia they are beyond being the underdog, they are underdogs VS intel Xe graphics tbh
Those aren't profitable markets, but all others you hereby stated are also companies that have developed their own markets.
AMD is doing the same. People wouldn't reach for nvidia. They have tensors yeah, but that is not heterogeneous.
Consoles are the sandbox for future AMD hardware. Change my mind.
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#71
dicktracy
Well deserved. The GPU has become the most important computer component recently and I don't see it changing with the current AI revolution. AI is mostly in an R&D phase and has yet to hit mainstream. The moment that it does is going to be a nightmare for CPU makers. Intel joining the GPU war wasn't for shits n giggles!
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#72
xkm1948
dicktracy
Well deserved. The GPU has become the most important computer component recently and I don't see it changing with the current AI revolution. AI is mostly in an R&D phase and has yet to hit mainstream. The moment that it does is going to be a nightmare for CPU makers. Intel joining the GPU war wasn't for shits n giggles!
DLSS2.0 is the implementation of AI.

Cloud / centralized data processing combined with localized inferencing and application, the future is truly bright for AI in our soceiety.
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#73
bogmali
In Orbe Terrum Non Visi
Thread-bans imminent for a few....if you wanna argue and stroke your ego do it somewhere else.
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#74
john_
ARF
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.
Your posts are speculation, my posts are speculation, almost all posts in a forum are speculations. Your point? Please don't say that you post facts.

AMD's demise had to do with their CPUs not their GPUs. They lost time with Barcelona, not to mention that TLB bug, they messed up with the FX line and if they had insisted with their factory business, those 5 billions would have gone to the trash can, for nothing a few years later. In the end those 5 billions probably forced them to do something that seems a great decision today. Get rid of their fabs before it is too late. And I am not thinking of Intel while saying this. I am thinking of how much money someone would have to spend today to develop a new node.

And of course thanks to ATI, they had the best integrated graphics in the market, THE ONLY selling point for some of their products in that horrible Bulldozer era and also brought them the consoles to them. Without the consoles, AMD would have been dead. Call it a speculation if you wish. Also in the future they will have a chance in the AI market, because of those GPUs.

As for Zen. There would have been no Zen if there was no Radeon group in AMD. No money, no Zen.
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.
10-15 years ago I was very very very favorite to that idea. Then Intel in one night throw out of the chipset business EVERYONE. SiS, VIA, Nvidia. They did had to pay Nvidia some money for the next few years - i don't know about the others - but NO Antitrust regulators rush to make sure that there was more than one maker of chipsets for the Intel platform. Do you know anyone making Intel chipsets other than Intel today? I don't.
Then it is ARM and other CPU architectures. You can argue that more than one x86 maker is needed in a healthy market, but you can't say that Intel is a monopoly in the CPU business. Even 10+ years ago they where not. So, are you sure that Intel would have to split or at least pay beefy fines? Best case scenario AMD was going bankrupt and someone else, like Samsung, was coming in to bought everything, including of course the x86 license. Yeah, speculation. Like that "Antitrust regulators will never allow a single x86 player" phrase. Speculation.
ARF
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
Intel was making BILLIONs for years, while AMD was losing BILLIONs for years, but yeah, Intel got fined a couple of billions so justice had prevailed. Oh...my.....
ARF
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
Damn, every post you do is completely wrong. Do I have to quote more?

Haven't you following the market those last years? Don't you see what is going on in the laptop market? OEMs DO build AMD systems now, they don't make Dell's error to avoid building even a single model, but they make.... strange choices. Single channel memory, small battery, bad screen, stupid price, illogical choices like touchscreens in a form factor that is useless and of couse, the new fashion of limiting the top GPU with Renoir models.
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#75
ZoneDymo
xkm1948
Should not be rooting for any for profit company in the first place. They are not charity. They are in to make profit. Get over the feelings
you have to explain the logic behind that one.
If a company suddenyl pops up to deliver 2x the internet speeds at 80% of hte price, bring it on, sure they want to make a profit (by hopefully attracting tons of people with this package) but as a consumer its better for me as well so I would be rooting for that company to do well.

Tesla makes and pushes electric cars/vehicles now and idk how much experience you have with them but an electric car pulling away in the morning, the silence of it, or an electric scooter passing you, no sound, no smell, its fantastic, more of that pls.

AMD tried multiple things that are good imo, think of Mantle, a close to the metal API push that spawned Vulcan and pushed DirectX a bit in a similair direction, the concept of True Audio, finally a company that values audio improvement (50% of the experience) over the always pushed graphics all the time. Or what about Freesync as opposed to the competitions "extra money pls" G-sync, that even pushed the competition to work on that same concept.

And that is just the graphics devision, Ill be rooting for AMD because I like these sort of approuches and mindset.

Meanwhile Nvidia has....upped their prices by a ton, bought and effectively killed what could have been with PhysX and a lot more shady stuff that Im not in favor off.
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