Better AI Chip Stock: Broadcom vs. Nvidia

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.

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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.

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