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Broadcom (NASDAQ: AVGO) and Nvidia (NASDAQ: NVDA) both benefit from the global artificial intelligence (AI) infrastructure build-out. Broadcom is helping large customers build custom chips for specific workloads, while Nvidia sells a broader computing platform that can serve many customers and use cases.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Broadcom's recent growth is impressive. AI semiconductor revenue jumped 221% year over year to $16.7 billion, accounting for 56% of the company's total revenue in fiscal 2026's Q3 (ended Aug. 2). Management now expects AI chip revenue of $115 billion in fiscal 2027 and $230 billion in fiscal 2028.
Nvidia is growing from a much larger base. The company's revenue surged 106% year over year to $96.2 billion, while Data Center revenue jumped 117% year over year to $89 billion in fiscal 2027's Q2 (ended July 26).
