IBM vs NVIDIA
NVIDIA is larger by market cap ($5.27T vs $224.6B). NVIDIA reports higher tracked revenue ($215.9B vs $67.5B). IBM's primary segment is Hyperscalers; NVIDIA's is GPU & AI Accelerators.
Side-by-side
| IBM | NVIDIA | |
|---|---|---|
| Market cap | $224.6B | $5.27T |
| Revenue | $67.5B (FY2025) | $215.9B (FY2026) |
| Primary segment | Hyperscalers | GPU & AI Accelerators |
| Market position | major | leader |
| Country | United States | United States |
| Tracked suppliers | 6 | 104 |
| Tracked customers | 1 | 45 |
| Chokepoint / criticality | 68/100 | 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 IBM and NVIDIA compare
- Size: NVIDIA is the larger company by market cap.
- Revenue: NVIDIA reports higher tracked revenue.
- Supply-chain criticality: NVIDIA has the higher chokepoint score (81/100 vs 68/100).
- Footprint: IBM (United States) vs NVIDIA (United States).