By Alex Sirois
Publication Date: 2026-08-08 13:10:00
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) and Broadcom (NASDAQ:AVGO) just closed earnings seasons that framed the AI chip war clearly. NVIDIA sells the standardized picks and shovels every hyperscaler needs. Broadcom builds the custom silicon those same hyperscalers hope will reduce their dependence on Jensen Huang’s platform.
The Champion Lapped the Field Again
NVIDIA’s Q1 FY2027 delivered $81.615 billion in revenue, up 85.23% year over year, with Data Center alone hitting $75.246 billion. Networking inside that segment climbed 199%, a number that matters more than the Blackwell 300 headlines. It shows CUDA has evolved into a rack-scale system story built on InfiniBand, NVLink, and Spectrum-X.
Huang framed it plainly: “The buildout of AI factories, the largest infrastructure expansion in human history, is accelerating at extraordinary speed.” Guidance for Q2 landed at $91.0 billion, excluding China. The CEO also sold 445,723 shares in mid-June.
