NVIDIA's replacement of Intel in the Dow Jones Index serves as a powerful symbol that even the largest companies can be outpaced by more innovative and dynamic rivals. This transition is particularly striking due to its speed fueled by the AI revolution.
To understand why NVIDIA was selected to replace Intel, we can compare the two in terms of growth, quality, and margin.
In this contest, the winner is clear: NVIDIA takes the title by knockout!
If you like stock duels, you can find here the previous ones:
Here for Eli Lilly vs Novo Nordisk
Here for Dassault Systemes vs PTC
Here for Idexx vs Zoetis
Here for H&M vs Inditex
Here for LVMH vs Hermes
Here for Estée Lauder vs L’Oreal
Here for Nike vs Lululemon
Here for Booking vs Airbnb
Here for Visa vs Mastercard
Here for S&P Global vs Moody’s
Here for Cadence vs Synopsys
Here for Coca-Cola vs Pepsico
Here for Fortinet vs Palo Alto Networks





Enjoyed the read - thanks for writing it. I had an offer from Nvidia and Intel upon graduating, but unfortunately I picked Intel...
Wrote about my 6 years there this past week - the culture is the undercalled problem at Intel:
https://dragdeninvest.substack.com/p/the-end-of-the-intel-dream