Robert Way Investment Thesis In our initial coverage of Nvidia Corporation (NASDAQ:NVDA) vs. Intel (INTC) in 2020, we observed that the two companies, which historically operated in distinct markets, were becoming competitors. Several years later, this has become reality, with Nvidia quickly overtaking Intel as the most profitable data center chip vendor due to the rise of AI. Meanwhile, Intel struggles financially, on an expensive turnaround path after a decade of mismanagement. But this is also how th ...