Apple is closing the market value gap with Nvidia in the last days of 2025. Google also has an indirect effect on this rise. Especially recent developments indicate that there may be significant changes in the ranking of technology giants. It is observed that the steps Apple has taken in the field of artificial intelligence, albeit late, have found positive response from investors.
Nvidia has attracted attention by increasing its share value by over 1000 percent since 2023, especially with its unique position in artificial intelligence hardware. This rapid rise allowed the company to leave behind technology giants such as Microsoft and Apple. However, recent developments have caused a decrease in Nvidia’s market value.
Apple may benefit from delay in artificial intelligence
As of November 25, Nvidia shares lost 5 percent of their value. The basis for this decline is the news published by The Information that Meta is close to a multibillion-dollar deal with Google to supply artificial intelligence chips. It is considered that such an agreement could weaken Nvidia’s dominance in the industry.
On the other hand, allegations that cross-agreements between companies in the artificial intelligence sector inflate Nvidia’s revenues are also creating controversy. While the company firmly denies these accusations, it also states that it finds comparisons with the Enron scandal inappropriate.
Although Apple has been criticized for its late entry into artificial intelligence, the opinion that this situation will affect the company less if a possible artificial intelligence bubble bursts is widespread among investors. The company’s shares have increased steadily in recent months and have reached a market value of $4.124 trillion as of today. This value is right behind Nvidia with $4.234 trillion.
Apple Intelligence features and in-device artificial intelligence solutions announced by Apple at the WWDC 2025 event show that the company’s approach in this area has been carefully planned. Despite all this, it should be taken into account that the company has a limited presence in artificial intelligence hardware compared to Nvidia.
The recent fluctuation in the markets has minimized the value differences between technology companies. Apple and Nvidia currently have very close market values, and a possible change in the ranking may occur in the coming days. However, whether this situation will be permanent or not will largely depend on Nvidia’s stock performance and developments in the artificial intelligence sector.
On the other hand, giants such as Google and Meta turning to more diverse collaborations on artificial intelligence hardware may question Nvidia’s long-term market dominance. Similarly, Apple’s artificial intelligence solutions based on software and hardware integration contribute to the company’s progress in this field in a controlled but effective position.