Arm Holdingsvs.Nvidia
ARM vs NVDA · both in Chips & accelerators, part of the AI & digital infrastructure value chain: Designs and builds the processors, accelerators and memory that train and run AI.
Nvidia is about 19× larger than Arm Holdings by market cap; Nvidia trades at the lower P/E (34.0 vs 278.1); year to date, Arm Holdings leads (+118.4% vs +11.8%).
Supply-chain link: Arm Holdings supplies Nvidia.
Side by side
| ARM | NVDA | |
|---|---|---|
| Market cap | $290B | $5.4T |
| Price | $241.56 | $213.05 |
| Today | +1.2% | +2.2% |
| Return YTD | +118.4% | +11.8% |
| Return 1Y | +73.1% | +17.1% |
| P/E | 278.1 | 34.0 |
| P/S | 56.3 | 21.4 |
| P/B | 33.6 | 27.7 |
Data as of 2026-08-26 · updates daily after U.S. close
The two companies
Arm HoldingsARM
Licensing, not manufacturing: the CPU architectures and instruction sets (Cortex, Neoverse) that nearly every mobile and server chip is built around come from Arm, which takes a royalty on each chip produced.
Full ARM profile →NvidiaNVDA
Nvidia sells the accelerators most large AI models are trained on, from H100 through B200 to Rubin. Harder to replace is CUDA, the software layer developers have standardised on. NVLink and the Mellanox networking business tie whole racks together.
Full NVDA profile →More ARM & NVDA comparisons
Other head-to-heads in the Chips & accelerators segment.