Nvidiavs.Qualcomm
NVDA vs QCOM · 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 31× larger than Qualcomm by market cap; Qualcomm trades at the lower P/E (18.7 vs 34.0); year to date, Nvidia leads (+11.8% vs −7.3%).
Side by side
| NVDA | QCOM | |
|---|---|---|
| Market cap | $5.4T | $173B |
| Price | $213.05 | $160.56 |
| Today | +2.2% | +1.3% |
| Return YTD | +11.8% | −7.3% |
| Return 1Y | +17.1% | +0.3% |
| P/E | 34.0 | 18.7 |
| P/S | 21.4 | 3.9 |
| P/B | 27.7 | 6.3 |
Data as of 2026-08-26 · updates daily after U.S. close
The two companies
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 →QualcommQCOM
Snapdragon made Qualcomm the reference point in mobile silicon. Its NPUs run models on the handset or PC itself, and the same platforms now go into cars.
Full QCOM profile →More NVDA & QCOM comparisons
Other head-to-heads in the Chips & accelerators segment.