Intel +240%, Nvidia +15%: AI Infrastructure Boom Splits Semiconductor Winners in 2026
Intel has surged 240% year-to-date in 2026, while Nvidia lags the sector at just +15%. AI infrastructure spending is re-rating upstream suppliers and legacy CPU vendors faster than it is lifting the market leader. The bifurcation signals that Nvidia's dominance was already priced in at the start of the year.
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