Intel vs Nvidia
Intel and Nvidia are both placed on 5 of the same AI data center parts in this catalog, spanning layers 1, 3. Intel appears on 9 parts in total and Nvidia on 14.
At a glance
| Intel | Nvidia | |
|---|---|---|
| Ownership | public | public |
| Headquarters | Santa Clara, United States | Santa Clara, United States |
| Primary listing | INTC | NVDA |
| Market cap | 459.7B USD | 5.09T USD |
| Parts placed | 9 | 14 |
| Layers covered | 2 | 4 |
| Units / subsidiaries | 0 | 0 |
| Seen in machines | 5 | 13 |
Market caps are a nightly snapshot in each listing's own currency, never converted.
What the shared parts are
- Merchant GPUs / accelerators — GPUs and other accelerator chips designed by merchant vendors and sold to any buyer, rather than designed in-house by a single hyperscaler.
- Server CPUs — The host CPU in an AI server — from AMD, Intel, or Arm-based designs including Nvidia's own and hyperscaler in-house parts — that orchestrates the GPUs and handles work the accelerators don't do.
- NICs / SuperNICs — Network interface cards, including Nvidia's higher-bandwidth "SuperNIC" variants, that connect a server's CPU and GPUs to the cluster network.
- DPUs — Data Processing Units that offload networking, storage, and security functions from the host CPU onto a dedicated, programmable chip.
- 1 more in the table below.
The 5 parts both make
| Part | Intel | Nvidia |
|---|---|---|
| Merchant GPUs / accelerators Layer 1 — Compute silicon & packaging | manufacturer inferred Gaudi 3 | manufacturer disclosed Blackwell Ultra |
| Server CPUs Layer 1 — Compute silicon & packaging | manufacturer inferred Xeon | manufacturer disclosed Grace |
| NICs / SuperNICs Layer 1 — Compute silicon & packaging | manufacturer inferred | manufacturer inferred ConnectX |
| DPUs Layer 1 — Compute silicon & packaging | manufacturer inferred IPU | manufacturer inferred BlueField |
| Silicon photonics & co-packaged optics Layer 3 — Networking & interconnect | manufacturer inferred | manufacturer inferred Spectrum-X and Quantum-X Photonics |
Only Intel
- Leading-edge foundry layer 1
- 2.5D/3D advanced packaging layer 1
- Glass-core substrates layer 1
- Interposers, silicon bridges, RDL layer 1
Only Nvidia
- Scale-up fabric layer 3
- Scale-out switch ASICs layer 3
- Switch systems & white-box ODMs layer 3
- Optical transceivers layer 3
- Rack-scale systems layer 4
- GPU baseboards & compute trays layer 4
- BMC & platform firmware layer 4
- DCIM, digital twins, capacity planning layer 11
- Cluster management & GPU orchestration layer 11
Named in the same machines
- Leonardo supercomputer
- Eagle (Microsoft Azure) supercomputer
- Eos supercomputer
- MareNostrum 5 supercomputer
Questions
- Do Intel and Nvidia compete?
- In this catalog they are both placed on 5 of the same parts, across 2 layers: Merchant GPUs / accelerators, Server CPUs, NICs / SuperNICs, DPUs and 1 more. Sharing a part does not mean selling the same product to the same buyer, so read each row's product note.
- Which has more placements, Intel or Nvidia?
- Intel has 9 placements and Nvidia has 14. Placement counts reflect how thoroughly each company has been catalogued as well as its real breadth, so they are not a ranking.
Generated from the catalog's part-to-company table. Each placement is tagged disclosed, reported or inferred; see sources & method. Neither company is endorsed or ranked here.