Could Broadcom Become the Next Nvidia?

By Unknown
Publication Date: 2026-03-16 11:44:00

Key Points

  • Broadcom and Nvidia both serve the AI market with chips and networking equipment.

  • Broadcom forecasts that it may generate $100 billion in AI revenue from chips alone in 2027.

Nvidia has been the star of the artificial intelligence (AI) show so far, as this tech giant sells the fastest and most powerful AI chips. Customers put these graphics processing units (GPUs) to work in important ways, such as powering the training and inference of large language models. This has resulted in explosive earnings growth and a stock price that’s climbed 1,300% over five years.

But Nvidia isn’t the only high-potential AI company around. And investors looking for additional opportunities in the space may turn to another company that’s earlier in its AI story and showing tremendous progress. I’m talking about networking giant, Broadcom(NASDAQ: AVGO). The company has built an empire in this field — in fact, more than 99% of internet traffic touches Broadcom technology.

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