Nvidia’s $188B Revenue Lead Over Intel as Stock Growth Lags
NVDA•Nvidia reported eight consecutive quarters of revenue growth, driving trailing-12-month sales to $188 billion and outstripping Intel’s $53 billion. Over the past year Nvidia shares gained 85% while Caterpillar surged 185%, and Nvidia stock recently slid despite record AI spending.
1. Nvidia's Revenue Performance
Nvidia has posted eight consecutive quarters of revenue growth, culminating in a trailing-12-month revenue of $188 billion compared with Intel's $53 billion as of Q1 2025. The company achieved a 73% year-over-year increase in Q4 2024 revenue, driven by strong GPU demand for AI applications.
2. Stock Returns Comparison
Over the last 12 months, Nvidia shares rose 85%, lagging Caterpillar's 185% return fueled by its emergence as an AI infrastructure play and record $63 billion backlog. Caterpillar’s 41% surge in power generation revenue reflects hyperscalers’ demand for on-site power solutions.
3. Recent Stock Slide
Despite robust fundamentals and record AI investments, Nvidia stock recently slid due to profit-taking and valuation concerns as investors weighed the firm's commanding market position against premium multiples. The pullback highlights sensitivity of high-growth names to market rotations and potential interest rate shifts.
