Nvidia (NVDA) vs. Apple (AAPL) in 2025: YTD Performance, Market‑Cap Race, AI Catalysts, Valuations, and What to Watch Next (through Nov 7, 2025)
Updated: November 7, 2025 — Tickers: NVDA, AAPL TL;DR (for Google Discover readers) 2025 Scoreboard: Returns and Market Caps (YTD to Nov 7) Nvidia in 2025: AI Infrastructure Still in the Driver’s Seat Another record quarter. For Q2 FY2026 (reported Aug 27), Nvidia posted $46.7B revenue (+56% YoY) and $41.1B from data centers, with Blackwell data‑center revenue rising 17% sequentially. CFO commentary noted no H20 sales to China that quarter and a one‑time $180M inventory release. NVIDIA Newsroom New “AI factory” wins. Nvidia announced a €1B partnership with Deutsche Telekom to launch an Industrial AI Cloud in Munich (targeting early