By Anirudha Bhagat
Publication Date: 2026-02-16 15:17:00
NVIDIA Corporation NVDA and Broadcom Inc. AVGO are two major U.S. semiconductor companies that sit at the center of today’s artificial intelligence (AI) boom. Both supply critical technology that powers AI infrastructure.
NVDA designs the powerful graphics processing units (GPUs) that are used to train and run advanced AI models. On the other hand, Broadcom plays a key role with networking chips and custom ASICs (Application-Specific Integrated Circuit) that make hyperscale data centers more efficient.
Both stocks have surged in recent years as AI adoption accelerates. Over the past year, shares of NVIDIA and Broadcom have soared 31.7% and 39.6%, respectively.
Image Source: Zacks Investment Research
So, the question for investors now is which of the two offers more upside in the current market. Let’s break it down by looking at their financial performance, challenges and growth outlook.
NVIDIA remains the backbone of the…
