ARM vs NVDA: AI Stock Comparison

Arm Holdings plc vs NVIDIA Corporation: AI exposure, key metrics, next earnings dates, upcoming catalysts and risks — every number linked to its source.

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$NVDA scores higher on AI exposure (5/5 vs 3/5) under our published rubric. The score measures how directly each business is tied to AI, not which stock to buy.
⏱ Next catalyst: Not enough tracked catalysts to compare.
$ARM
Arm Holdings plc
CPU architecture licensor whose designs sit in most AI servers and phones.
$NVDA 🏆
NVIDIA Corporation
The GPU and networking platform most AI models are trained and served on.
AI exposure score⚡⚡⚡⚡⚡ 3/5⚡⚡⚡⚡⚡ 5/5
Shares outstanding1.06B
as of 2026-03-31 · 20-F cover page · SEC filing
24.10B
as of 2026-08-21 · 10-Q cover page · SEC filing
CategoryAI chipsAI chips
Key metrics
Revenue (latest quarter) $1.44B
6-K period ended 2026-09-30; +27% y/y · SEC filing
Gross margin 97.1%
Gross profit / revenue, same quarter · SEC filing
Operating income $201.0M
Same quarter; 14% operating margin · SEC filing
Revenue (latest quarter) $96.22B
10-Q period ended 2026-07-26; +106% y/y · SEC filing
Gross margin 75.0%
Gross profit / revenue, same quarter · SEC filing
Operating income $63.73B
Same quarter; 66% operating margin · SEC filing
Next earningsNot yet announced / not on our calendar
Nov 17, 2026 confirmed
NVIDIA Corporation quarterly earnings · source
Next catalystNot yet announced / not on our calendar
Nov 15, 2026 – Nov 20, 2026
SC26 Supercomputing Conference · source
Upcoming catalystsNone tracked
Nov 15, 2026 – Nov 20, 2026
SC26 Supercomputing Conference · source
Nov 17, 2026 confirmed
NVIDIA Corporation quarterly earnings · source
Dec 8, 2026 – Dec 13, 2026
NeurIPS 2026 (Atlanta; also Sydney & Paris) · source
Most recent reported
Nov 4, 2026
Arm Holdings plc reports quarterly results · source
Royalty growth from AI data-center and edge chips. Fiscal Q2 revenue $1.44B (+27% y/y): license and other $773M (+50%), royalties $670M (+8%); data-center royalties doubled y/y.
Nov 4, 2026
CUDA 13.5 ships with Vera Rubin general-availability support · source
Software readiness milestone for NVIDIA's next GPU architecture ahead of volume deployments.
Key risks
  • “AI and ML are subject to a changing regulatory landscape in multiple jurisdictions in which we operate, and may present certain reputational risks.” — 20-F risk factor (filed 2026-05-26) · source
  • “Our development of production silicon products, such as the Arm AGI CPU, CSS, chiplets, complete chip solutions, and other more integrated compute products may subject us to new or enhanced…” — 20-F risk factor (filed 2026-05-26) · source
  • “Long manufacturing lead times and uncertain supply and capacity availability, combined with a failure to estimate customer demand accurately, has led and could lead to mismatches between…” — 10-K risk factor (filed 2026-02-25) · source
  • “We receive a significant amount of our revenue from a limited number of partners and distributors and we have a concentration of sales to customers who purchase directly or indirectly from…” — 10-K risk factor (filed 2026-02-25) · source
AI angle

Arm earns licenses and royalties on chips using its designs, including hyperscaler server CPUs paired with AI accelerators. It is also moving into making its own silicon products.

NVIDIA's data-center GPUs, NVLink/InfiniBand networking and CUDA software are the default stack for training and inference. Hyperscaler and neocloud capex plans are the main swing factor for its results.

Full analysis: $ARM →Full analysis: $NVDA →

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Deep dives: ARM next earnings & catalysts · NVDA next earnings & catalysts · AI earnings this week