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 15× larger than Arm Holdings by market cap; Nvidia trades at the lower P/E (32.0 vs 385.9); year to date, Arm Holdings leads (+195.8% vs +13.1%).
Documented supply-chain link: Arm Holdings supplies Nvidia.
Side by side
| ARM | NVDA | |
|---|---|---|
| Market cap | $349B | $5.1T |
| Price | $323.39 | $210.96 |
| Today | −1.4% | +4.0% |
| Return YTD | +195.8% | +13.1% |
| Return 1Y | +117.7% | +28.6% |
| P/E | 385.9 | 32.0 |
| P/S | 70.9 | 20.1 |
| P/B | 42.1 | 26.1 |
Data as of 2026-07-11 · updates daily after U.S. close
The two companies
Arm HoldingsARM
Designs the chip architectures and instruction sets licensed into nearly every mobile and server chip — earning royalties per chip produced.
Full ARM profile →NvidiaNVDA
The world's leading manufacturer of GPUs and AI accelerators. Nvidia's chips and CUDA software are the de facto standard for training large AI models.
Full NVDA profile →More comparisons in Chips & accelerators
See where ARM and NVDA sit in the full AI & digital infrastructure map — every segment from suppliers to end markets.Open the AI value chain →