By Keithen Drury
Publication Date: 2026-04-26 01:00:00
Nvidia (NVDA +4.30%) and Broadcom (AVGO +0.62%) are two of the premier artificial intelligence (AI) stocks. Each of them is growing rapidly and making a ton of money thanks to massive spending on AI infrastructure.
Each of them has its strengths, but which one is the better pick between the two? Let’s take a look.
Image source: Getty Images.
Market share
As of right now, Nvidia has a massive market share lead over Broadcom, but that shouldn’t be too much of a surprise. Nvidia’s primary product is a graphics processing unit (GPU), which is meant for broad-purpose accelerated computing. Broadcom is involved in AI computing via its custom AI chip service. GPUs have been dominant from the start of the AI build-out, while custom AI chips are just starting to catch on.
Today’s Change
(4.30%) $8.60
Current Price
$208.24
Key Data Points
Market Cap
$5.1T
Day’s Range
$199.82 – $210.94
52wk Range
$104.08 – $212.19
Volume
8M
Avg Vol
174M
Gross Margin
71.07%
Dividend Yield
0.02%
During its last quarter, Broadcom’s AI semiconductor division generated $8.4 billion in revenue. However, custom AI chips are just one product within that division, so we know that the actual custom AI chip revenue is less than that. During Nvidia’s last quarter, its data center division produced $62.3 billion. Clearly, Nvidia owns the majority of the market right now, giving it the advantage in this category.
Winner: Nvidia
Growth outlook
Market share is more of a backward-looking metric, which isn’t as useful as seeing how…
