Arm Holdings vs NVIDIA
NVIDIA is larger by market cap ($5.27T vs $287.2B). NVIDIA reports higher tracked revenue ($215.9B vs $4.9B). Arm Holdings's primary segment is Semiconductor IP Licensing; NVIDIA's is GPU & AI Accelerators.
Side-by-side
| Arm Holdings | NVIDIA | |
|---|---|---|
| Market cap | $287.2B | $5.27T |
| Revenue | $4.9B (FY2026) | $215.9B (FY2026) |
| Primary segment | Semiconductor IP Licensing | GPU & AI Accelerators |
| Market position | leader | leader |
| Country | United Kingdom | United States |
| Tracked suppliers | 1 | 104 |
| Tracked customers | 11 | 45 |
| Chokepoint / criticality | 81/100 | 81/100 |
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 Arm Holdings and NVIDIA compare
- Size: NVIDIA is the larger company by market cap.
- Revenue: NVIDIA reports higher tracked revenue.
- Supply-chain criticality: Arm Holdings has the higher chokepoint score (81/100 vs 81/100).
- Footprint: Arm Holdings (United Kingdom) vs NVIDIA (United States).