NVIDIA vs. Arm Holdings: Which AI Chip Designer Has an Edge?

Key Takeaways NVIDIA's data center revenues rose 73% to $39.1B as AI chip demand from cloud providers surged. NVIDIA sees $45B Q2 revenues despite $8B in lost China sales from export restrictions. Arm Holdings faces tariff risks and China competition, with shares down 16.9% over the past year.NVIDIA Corporation (NVDA) and Arm Holdings Plc (ARM) are two major semiconductor designers helping power the growth of artificial intelligence (AI). NVIDIA leads the GPU market and has become closely linked with AI t ...