Rogue Leader :
Is Nvidia a threat to Intel. INTC stock $46.52 vs. NVDA stock $209.53 2:02 p.m. EST. The future of the world is A.I., and I've kind of been hitting this hard in my commentary over the last year with the projection of strong growth in AR/VR over the next 5 years. Over the next 5 years we will see an integration of AR/VR into the commercial sector. This will increase the demand for video cards, which Nvidia controls the market. I personally believe that within the next 10 years we should see a push from conventional cell phones into AR glasses. Cell phones will reach a point at which they won't offer anything really new, and people will upgrade less often. We seen this trend with desktop computing. IMO AR glasses will be the new thing. Intel can deflate Nvidia to a certain degree by using AMD instead of Nvidia for graphics. The problem is that I feel the shift is too late. Intel has already helped create the monster, and I think it's spread into sectors beyond Intel's control. Intel is playing catch up at this point.
We are starting to get off topic here, but very importantly you cannot compare two businesses via their stock price.
Using a real measure of the size of a business - Market capitalization, Intel is nearly double the size of Nvidia.
While many of your points are valid, Intel has more than enough R&D resources to find a way to make it work. They are behind, but they have the resources and money to fix it, in time.
In terms of looking at companies via the stock market the stock price is the first thing you see when comparing any company. Stock price and the history of it is the basis for all technical charting. That said I can't argue 213.31B market cap of Intel vs. 129.68B market cap of Nvidia. Intel is the larger company and has billions of dollars on hand, but it also has a somewhat checkered past when it comes to acquisitions that have led to waste of 10's of billions of dollars and nothing to show for it. There are a lot of factors that come into play when evaluating a company stock price is one of many.