Broadcom Can Eat Nvidia’s Lunch Just Like This

Quick Read

• AVGO’s AI revenue grew 143% versus NVDA’s 92%, as Broadcom’s custom silicon wins hyperscaler spending that once flowed to NVIDIA’s GPU platform.

• NVIDIA faces an $8 billion China revenue hole from H20 export restrictions while Broadcom’s hyperscaler customers commit multi-gigawatt compute deployments through 2028.

• Don’t wait: the analyst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.

Broadcom (NASDAQ: AVGO) and NVIDIA (NASDAQ: NVDA) both just posted AI-fueled quarters, but the numbers reveal two very different bets. NVIDIA is selling a full-stack GPU platform to every buyer on Earth. Broadcom is quietly designing the custom silicon those same hyperscalers actually want to own.

Custom XPUs Carry Broadcom. Blackwell Carries NVIDIA.

Broadcom’s Q2 FY2026 revenue hit $22.19 billion, up 47.9% year over year, with AI semiconductor revenue of $10.80…