Intel and NVIDIA generally operate under different philsophies. Intel, of course, adamantly backs the CPU. NVIDIA has for a while been touting the superiority of the GPU and the idea of general purpose GPUs, with projects like CUDA.

Not to mention, NVIDIA is still reeling from the costs of repairing faulty GPUs from last year, coupled with the impact of the recession on demand. They were also facing pricing pressures from AMD, especially at the consumer/enthusiast level. All of this led to fixed costs and cut into margins, which resulted in lower profits in the last several quarters. However, NVIDIA's management has remained resolute with a long-term focus. IMHO, NVIDIA is, at the moment, grossly undervalued. So that $110B vs $8B market cap is a bit misleading.