Micronvs.Nvidia
MU 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 5.0× larger than Micron by market cap; Micron trades at the lower P/E (21.5 vs 34.0); year to date, Micron leads (+219.0% vs +11.8%).
Supply-chain link: Micron supplies Nvidia.
Side by side
| MU | NVDA | |
|---|---|---|
| Market cap | $1.1T | $5.4T |
| Price | $932.97 | $213.05 |
| Today | +2.5% | +2.2% |
| Return YTD | +219.0% | +11.8% |
| Return 1Y | +673.6% | +17.1% |
| P/E | 21.5 | 34.0 |
| P/S | 12.0 | 21.4 |
| P/B | 10.8 | 27.7 |
Data as of 2026-08-26 · updates daily after U.S. close
The two companies
MicronMU
America's only large memory manufacturer, third in HBM, selling DRAM and NAND broadly into data centres.
Full MU 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 MU & NVDA comparisons
Other head-to-heads in the Chips & accelerators segment.