Nvidia’s Q4 Revenue Jumps 73%, Widening Gap with Intel’s $53B
Nvidia recorded a 73% year-over-year revenue increase in Q4 2024, marking eight straight quarters of growth and reaching $188 billion in trailing-12-month sales. Intel’s revenue remained largely flat at $53 billion over the same period despite a 7% gain in Q1 2025, underscoring Nvidia’s widening lead driven by GPU demand.
1. Nvidia’s Strong Revenue Growth
Nvidia has delivered eight consecutive quarters of revenue increases, highlighted by a 73% year-over-year jump in Q4 2024 that brought its trailing-12-month total to $188 billion. This performance reflects robust demand for its GPUs across data centers, cloud services and AI deployments, driving consistent top-line expansion.
2. Intel’s Flat Performance
Intel’s revenue has remained relatively flat over eight quarters, with trailing-12-month sales at $53 billion. Despite reporting a 7% year-over-year increase in Q1 2025—its highest growth in two years—the company’s overall growth trajectory lags Nvidia’s rapid ascent.
3. AI Demand and Market Position
Surging demand for artificial intelligence workloads has cemented Nvidia’s position as the GPU leader, yielding higher profit margins and accelerating market share gains. Intel’s modest growth underscores the challenge of competing in the high-performance computing segment where specialized accelerators dominate.