By Alex Sirois
Publication Date: 2026-08-11 13:57:00
Quick Read
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AMD competes directly with Nvidia for datacenter GPU rack space while Broadcom builds the custom chips and Ethernet fabric that sit alongside Nvidia’s platform.
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Broadcom’s 69% EBITDA margins and trailing P/E of 71 versus AMD’s 123 make it the better-valued, higher-margin complement to an Nvidia position.
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Advanced Micro Devices (NASDAQ:AMD) and Broadcom (NASDAQ:AVGO) both posted AI quarters that force investors to rethink what pairs well with NVIDIA (NASDAQ:NVDA). One is positioning itself as the second GPU vendor hyperscalers can lean on. The other is building the custom silicon and networking that sits alongside Jensen Huang’s platform as a complement.