Nvidiavs.Western Digital
NVDA vs WDC · 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 35× larger than Western Digital by market cap; Western Digital trades at the lower P/E (16.6 vs 34.0); year to date, Western Digital leads (+152.7% vs +11.8%).
Side by side
| NVDA | WDC | |
|---|---|---|
| Market cap | $5.4T | $157B |
| Price | $213.05 | $450.75 |
| Today | +2.2% | +3.5% |
| Return YTD | +11.8% | +152.7% |
| Return 1Y | +17.1% | +465.6% |
| P/E | 34.0 | 16.6 |
| P/S | 21.4 | 12.1 |
| P/B | 27.7 | 17.7 |
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 →Western DigitalWDC
Hard drives for data centres, where AI has pushed demand for cheap bulk capacity to records.
Full WDC profile →More NVDA & WDC comparisons
Other head-to-heads in the Chips & accelerators segment.