By Sanmit Amin
Publication Date: 2026-09-26 04:51:00
NVIDIA Corporation (NASDAQ:NVDA) and Broadcom Inc. (NASDAQ:AVGO) have both been beneficiaries of the AI boom. However, their competitive advantages come from very different places. NVIDIA has built an ecosystem around its GPUs and software, while Broadcom is increasingly becoming a key supplier of custom AI accelerators and networking technology for some of the world’s largest technology companies.
That creates an interesting question for investors: Which company’s moat is harder to breach as AI computing evolves?
Both companies have been seeing incredible earnings growth, and analysts expect that trend to continue. The Wall Street consensus is for NVIDIA’s EPS to rise from $4.77 last year to $9.27 this year and $15.74 next year. Broadcom’s EPS is expected to increase from $6.82 to $11.67 and then $19.25 over the…
