Apple vs NVIDIA

NVIDIA is larger by market cap ($5.27T vs $4.45T). Apple reports higher tracked revenue ($416.2B vs $215.9B). Apple's primary segment is Custom Silicon Designers; NVIDIA's is GPU & AI Accelerators.

Shared segment: Design (Fabless).

Side-by-side

AppleNVIDIA
Market cap$4.45T$5.27T
Revenue$416.2B (FY2025)$215.9B (FY2026)
Primary segmentCustom Silicon DesignersGPU & AI Accelerators
Market positionmajorleader
CountryUnited StatesUnited States
Tracked suppliers121104
Tracked customers045
Chokepoint / criticality0/10081/100

Market caps/revenue from the wafergraph dataset · data as of 2026-08-12. Criticality is a graph-derived chokepoint score (0–100). Coverage is partial; "Unpriced" means no reliable market cap.

How Apple and NVIDIA compare

  • Size: NVIDIA is the larger company by market cap.
  • Revenue: Apple reports higher tracked revenue.
  • Supply-chain criticality: NVIDIA has the higher chokepoint score (81/100 vs 0/100).
  • Footprint: Apple (United States) vs NVIDIA (United States).

Company hubs

Apple · NVIDIA · Design (Fabless) segment

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