By Vandita Jadeja
Publication Date: 2026-04-01 15:42:00
Tech giant Nvidia (NASDAQ:NVDA) and Broadcom (NASDAQ:AVGO) both just reported blockbuster AI-driven quarters. Nvidia posted Q4 revenue of $68.13 billion, up 73.2% year-over-year, while Broadcom delivered Q1 FY2026 revenue of $19.31 billion, up 29.5% year-over-year. Both are winning the AI infrastructure buildout, but in very different ways.
Nvidia (NVDA) posted Q4 revenue of $68.13B, up 73.2% year-over-year, with Data Center revenue reaching $62.31B and networking revenue surging 263% year-over-year to $10.98B.
Broadcom (AVGO) delivered Q1 FY2026 revenue of $19.31B, up 29.5% year-over-year, with AI chip revenue hitting $8.40B, up 106% year-over-year, and management guiding Q2 AI semiconductor revenue to $10.7B. Broadcom also generated $6.796B in infrastructure software revenue from VMware, providing recurring revenue cushion that Nvidia lacks.
Nvidia dominates as a broad platform supplier of GPUs and NVLink fabric across cloud providers and enterprises, while Broadcom pursues custom AI accelerators and Ethernet AI switches tailored for hyperscaler workflows, creating stickier relationships but higher customer concentration risk.
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Nvidia’s quarter was defined by the Blackwell architecture. Data Center revenue reached $62.31 billion, up 75% year-over-year, with networking revenue alone surging 263%…
