Broadcom's AI revenue jumped more than 100% to $8.4 billion in the latest period, and the company predicts AI revenue from chips may reach more than $100 billion in 2027.
Broadcom makes custom chips designed for specific tasks (unlike Nvidia's general-purpose chips), and maintains a 'deep, strategic, and multiyear' relationship with six hyperscaler customers, positioning the company to benefit from tech giants' major infrastructure investments.
Both Nvidia and Broadcom are positioned to grow without directly competing, though Nvidia remains the preferred AI stock to buy in 2026 due to its current valuation relative to forward earnings estimates.
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