By Alex Sirois
Publication Date: 2026-08-08 13:10:00
Quick Read
NVDA posted $82 billion in Q1 revenue, up 85%, while AVGO’s AI semiconductor revenue surged 143% year over year.
Hock Tan guided Q3 AI revenue to $16 billion, projecting 200% year-over-year growth driven by custom ASIC demand from hyperscalers.
AVGO gained 40% over the past year versus NVDA’s 22%, giving Broadcom’s custom-chip pipeline more upside if hyperscalers keep insourcing silicon.
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NVIDIA (NASDAQ:NVDA) 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…
