Nvidia Achieves 73% Q4 Revenue Growth, Extending Lead Over Intel
Nvidia's revenue has climbed eight consecutive quarters, rising 73% year-over-year in Q4 2024 to reach $188 billion on a trailing-12-month basis versus Intel's $53 billion. Nvidia's GPU dominance and higher profit margins have accelerated its financial lead as AI spending drives stronger demand.
1. Nvidia's Revenue Growth Trend
Nvidia has reported eight straight quarters of rising revenue, highlighted by a 73% year-over-year surge in Q4 2024. Its trailing-12-month revenue reached $188 billion, driven by strong GPU sales for data centers and AI workloads.
2. Intel's Revenue Performance
Intel's revenue remained largely flat over multiple quarters before a 7% year-over-year increase in Q1 2025. This lifted its annualized revenue to $53 billion, but it still trails Nvidia in scale and growth trajectory.
3. AI Demand and Margin Dynamics
Rapid expansion in AI infrastructure spending has fueled demand for Nvidia's high-margin GPUs, pushing up average selling prices. Intel's CPU-focused lineup faces growing competition in AI use cases, limiting its ability to capture the same margin uplift.