Apple Inc. & Nvidia
171 shared events · Importance 22 · Last updated Aug 23, 2026
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Apple is a customer of Nvidia, utilizing its Blackwell B200 GPUs through Google Cloud to power its next-generation Siri's demanding AI workloads. Apple also competes with Nvidia for the world's most valuable company by market capitalization.
Business
Apple Inc.: Apple regained the title of world's most valuable company, with its market cap reaching ~$4.95 trillion. The company's restrained AI spending and strong ecosystem have been rewarded by investors, and its upcoming earnings will be key for sustaining momentum.
Nvidia: Nvidia lost the top spot as its shares fell ~5% amid concerns over AI infrastructure spending and financing risks. Despite remaining a dominant AI chip supplier, investor focus has shifted to companies with lower capex intensity.
Jul 08, 2026 · 107 articles
Business
Apple Inc.: Apple is the central entity; it is exploring acquisitions to boost AI server capabilities, facing delays in its Baltra chip and relying on Nvidia for demanding AI tasks.
Nvidia: Nvidia is currently a key supplier for Apple's AI workloads via Alphabet Inc. — Google Cloud Platform, but Apple's acquisition efforts aim to reduce dependence, posing a potential long-term competitive threat.
Jul 15, 2026 · 7 articles
Business
Apple Inc.: Apple Inc. is highlighted by Sridhar Vembu as a technology giant with an elevated price-to-sales ratio of 10x-11x, contributing to his concerns about an 'insane bubble'.
Nvidia: Nvidia is cited by Sridhar Vembu as a prime example of an overvalued company in the current AI-driven market, with a price-to-sales ratio of 20x, indicating a potential bubble.
May 31, 2026 · 10 articles
Business
Apple Inc.: Apple Inc.>>> shares eased after unveiling AI upgrades to Siri, suggesting a 'sell-on-the-news' response from investors who may have expected more significant announcements.
Nvidia: Nvidia's stronger-than-expected quarterly report and revenue forecast, driven by demand for its AI chips, significantly boosted market sentiment and led to a rally in technology stocks across Asia and Wall Street. Despite a slight dip in after-hours trading, its performance was a key driver of the overall market gains.
May 20, 2026 · 72 articles
Business
Apple Inc.: Apple raised prices on Macs and iPads to offset soaring memory costs; its stock fell nearly 5% on the announcement. The company faces potential demand slowdown but may offset with higher average selling prices.
Nvidia: Nvidia's orders for high-bandwidth memory have prioritized supply from memory makers, contributing to shortages for consumer electronics.
Jun 17, 2026 · 199 articles
International
Apple Inc.: Apple Inc. featured three of its Chinese suppliers, demonstrating progress in smart manufacturing, production sustainability, and workforce training.
Nvidia: Nvidia presented its five-layer AI stack alongside its Chinese ecosystem partners, showcasing its leadership in AI technology.
Jun 15, 2026 · 87 articles
Business
Apple Inc.: Apple briefly reached a $5 trillion market cap, becoming the second company ever to do so. Its stock is up 25% YTD, driven by strong product demand and a strategy of avoiding heavy AI spending.
Nvidia: Nvidia was the first company to surpass $5 trillion and remains a key competitor. Its market cap is now $4.78 trillion, and it was overtaken by Apple as the world's most valuable company.
Jul 28, 2026 · 24 articles
Business
Apple Inc.: Apple is part of the Mag 7 but its performance is mixed; it expanded its partnership with Broadcom for custom chips through 2031.
Nvidia: Nvidia is the third worst stock in the semiconductor benchmark with only a 4.9% gain, as the AI trade shifts away from the erstwhile bellwether to memory chipmakers.
Jul 07, 2026 · 13 articles
Business
Apple Inc.: Apple relies on TSMC for advanced processors; TSMC's capacity expansion supports future product launches.
Nvidia: As a key TSMC customer, Nvidia benefits from TSMC's advanced manufacturing capacity for AI chips, supporting its own growth.
Jul 13, 2026 · 22 articles
Business
Apple Inc.: Apple is Foxconn's top iPhone assembler; Foxconn's diversification of iPhone production to India affects Apple's supply chain.
Nvidia: Nvidia is Foxconn's biggest server customer; Foxconn is building factories in Mexico and United States — Texas to make AI servers for Nvidia, reflecting strong AI demand.
Aug 12, 2026 · 10 articles
Business
Apple Inc.: Apple ranked No. 6 and was one of four U.S. tech companies with over $100 billion in profits, highlighting its profitability.
Nvidia: Nvidia ranked No. 28 and was one of four U.S. tech companies with over $100 billion in profits, driven by AI demand.
Jul 28, 2026 · 17 articles
Business
Apple Inc.: Fell despite beating profit estimates, as supply constraints and weak revenue guidance raised concerns. Seen as an 'anti-AI' bet among Big Tech.
Nvidia: Benefited from the AI rally, with shares rising. Continued to be a key beneficiary of AI infrastructure spending.
Jul 14, 2026 · 280 articles
Business
Apple Inc.: Apple Inc. was surpassed by Nvidia as the world's most valuable company, though it remains a top global firm.
Nvidia: Nvidia surpassed Apple Inc. to become the world's most valuable company, driven by the global AI boom and strong demand for semiconductors.
Jun 08, 2026 · 7 articles
Business
Apple Inc.: Apple, TSMC's largest customer, gains from increased domestic chip supply, sourcing 100 million American-made chips from Arizona this year. The expansion strengthens its supply chain resilience.
Nvidia: As a major TSMC customer, Nvidia benefits from expanded U.S. capacity and robust AI chip demand. Its demand is a key driver of TSMC's growth.
Jul 16, 2026 · 85 articles
Business
Apple Inc.: Apple is the central entity; its pricing strategy and sales growth drive the event. The company benefits from not joining the AI investment cycle, reclaiming the most valuable company title.
Nvidia: Nvidia lost the title of world's most valuable company to Apple as doubts about the AI boom grow.
Jul 29, 2026 · 6 articles
Tech
Apple Inc.: Apple's laptop business faces new competition from Nvidia's entry into the AI PC market, although its Mac lineup already utilizes Arm-based processors.
Nvidia: Nvidia launched its new RTX Spark chip, entering the PC market to compete with established players, aiming to dominate AI-powered personal computing and expand its market share beyond data centers. This move is expected to be a significant growth driver for Nvidia.
May 26, 2026 · 159 articles
Business
Apple Inc.: Raised product prices due to higher memory costs; approved Apple Intelligence in China.
Nvidia: Fell 3.7% in one session, heaviest weight on S&P 500; lost over $300 billion in market cap in a single day.
Apr 20, 2026 · 344 articles
Business
Apple Inc.: Apple has raised prices due to chip shortages, reflecting broader supply constraints in the semiconductor industry, though its direct involvement in this event is limited.
Nvidia: Nvidia is raising AI server prices by over 15% due to rising memory costs, reflecting its strong pricing power and robust demand for its AI chips. This move could boost revenue but may also push customers toward alternatives.
Aug 22, 2026 · 43 articles
Domestic
Apple Inc.: Apple Inc. stock rose, contributing to the overall positive performance of technology stocks and the market.
Nvidia: Nvidia saw a slight rise after previous losses, highlighting the volatility and influence of big tech on the market.
Jun 24, 2026 · 7 articles
Business
Apple Inc.: Apple's tokenized shares (AAPL) are now accepted as collateral, potentially increasing demand for its tokenized equity and broadening its investor base.
Nvidia: Nvidia's tokenized shares (NVDAX) become usable as collateral on Bybit, potentially increasing demand for its tokenized equity and reinforcing its status as a leading tech stock.
Jul 31, 2026 · 7 articles
International
Apple Inc.: Apple Inc.>>> is a customer of TSMC>>>, which is based in Taiwan>>>, making it indirectly exposed to the risks of supply chain disruption due to geopolitical tensions.
Nvidia: Nvidia>>> is a major investor in Taiwan>>>'s AI industry and relies heavily on its manufacturing capabilities, making it vulnerable to geopolitical instability in the region. Its CEO, Jensen Huang, emphasized the need for supply chain diversification.
Jun 08, 2026 · 10 articles
Tech
Apple Inc.: Apple Inc.>>> is mentioned as a company that relies on Taiwan>>>'s pivotal role in the global artificial intelligence supply chain. The stability of Taiwan>>>'s manufacturing capabilities is important for Apple Inc.>>>'s product development and supply.
Nvidia: Nvidia's CEO Jensen Huang affirmed Taiwan's role as the epicenter of the AI ecosystem and announced plans to significantly increase investment and employment in Taiwan, reinforcing its strategic partnership with the United States.
May 28, 2026 · 23 articles
International
Apple Inc.: Apple's stock fell, contributing to the Nasdaq's decline, though its fundamentals remain strong.
Nvidia: Nvidia's shares declined amid broader tech weakness, but its upcoming earnings are closely watched for AI momentum.
Mar 08, 2026 · 27 articles
Regulatory
Apple Inc.: Apple's UAE operations benefit from eased export controls.
Nvidia: Nvidia benefits from increased export opportunities for its AI chips to the UAE.
Apr 20, 2026 · 13 articles
Business
Apple Inc.: Apple Inc. launched its new Siri AI and Apple Intelligence, aiming to catch up with rivals in the AI race and enhance its ecosystem with advanced features while emphasizing privacy. This move is crucial for its future market position.
Nvidia: Nvidia chips will be used in the cloud infrastructure for larger models powering Apple Inc.'s AI push, and Nvidia is also a competitor in the PC market with AI-enabled laptops.
May 19, 2026 · 254 articles
Business
Apple Inc.: Apple reported strong Q3 results but issued weaker-than-expected guidance due to supply constraints. Its stock fell in after-hours trading, and it faces potential margin pressure and iPhone price hikes.
Nvidia: Apple recently regained the title of world's most valuable company from Nvidia. Nvidia is mentioned as a competitor in market value, but is not directly impacted by Apple's earnings.
Jul 30, 2026 · 42 articles
Business
Apple Inc.: Apple is testing CXMT memory chips to mitigate the shortage and reduce costs, but faces political pressure and regulatory constraints. The outcome could affect its supply chain and pricing strategy.
Nvidia: Nvidia's AI hardware demand is a major driver of the memory chip shortage, indirectly influencing Apple's need to seek alternative suppliers.
Jul 30, 2026 · 38 articles
International
Apple Inc.: Apple Inc. slid, contributing to the overall tech sector decline that impacted global markets, including South Korea.
Nvidia: Nvidia's stock dipped significantly, reflecting concerns over an AI bubble and contributing to the tech sell-off.
Jun 10, 2026 · 8 articles
Tech
Apple Inc.: Apple Inc. is a competitor in the PC market, and Nvidia's new AI superchip for PCs will rival Apple's offerings, potentially affecting Apple's competitive landscape in the AI PC segment.
Nvidia: Nvidia is launching its new Vera Rubin platform, which is expected to significantly enhance its market position in AI infrastructure and drive future revenue growth. The company is expanding its ecosystem and solidifying its dominance in the AI chip market.
May 31, 2026 · 28 articles
International
Apple Inc.: Apple Inc.>>>'s CEO, Tim Cook>>>, chairs the Tsinghua University advisory board, indicating a precedent for US tech leaders engaging with Chinese institutions, which Jensen Huang>>> is now following.
Nvidia: Nvidia>>>, a leading chipmaker, is directly affected by US export controls to China>>>. The appointment of its CEO, Jensen Huang>>>, to Tsinghua University's advisory board is a strategic effort to navigate these restrictions and maintain market presence.
May 28, 2026 · 9 articles
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