Nvidia’s GPUs Drive 73% Q4 Revenue Surge vs Intel
Nvidia posted eight straight quarters of rising revenue, achieving a 73% year-over-year increase in Q4 2024 and trailing-12-month revenue of $188 billion versus Intel’s $53 billion. GPU-driven AI demand has powered wider profit margins and widened the financial gap despite Intel’s modest 7% Q1 2025 growth.
1. Diverging Revenue Performance
Nvidia has extended its streak to eight consecutive quarters of revenue growth, delivering a 73% year-over-year increase in Q4 2024. Over the trailing 12 months, Nvidia generated $188 billion in revenue, nearly 3.5 times Intel’s $53 billion, highlighting a widening top-line advantage.
2. AI Demand and Margin Expansion
Nvidia’s dominance in GPUs for AI workloads has fueled stronger profit margins, reinforcing its financial lead. By contrast, Intel’s most recent 7% year-over-year growth in Q1 2025 represents its highest in eight quarters but remains far below Nvidia’s AI-driven momentum, underscoring the companies’ diverging competitive positions.