NVIDIA Corporation and Broadcom Inc. are key players in the AI boom, supplying crucial technology for AI infrastructure. Both stocks have seen significant growth, with NVIDIA up 31.7% and Broadcom up 39.6% in the past year. NVIDIA’s GPUs power AI applications, while Broadcom’s networking chips and ASICs boost data center efficiency.

NVIDIA leads in AI infrastructure, with revenues up 62% year over year to $57 billion. New GPU architectures like Hopper 300 and Blackwell are gaining traction, driving growth in the Data Center segment, which saw a 66% increase to $51.22 billion in revenues. Partnerships with OpenAI solidify NVIDIA’s position in the AI hardware market.

Broadcom is a key AI player, with revenues jumping 28.2% year over year to $18.02 billion in the last quarter. AI revenues are growing, with networking products and custom AI accelerators seeing demand. The company’s innovative products like the Brocade X8 Directors and G820 switch are expanding its reach in the AI market.

NVIDIA shows stronger EPS growth potential in the near term, with a 57.1% surge expected for fiscal year 2027 compared to Broadcom’s 49.9% growth for fiscal year 2026. Long-term EPS growth rates also favor NVIDIA over Broadcom. NVIDIA’s lower valuation compared to Broadcom makes it an attractive investment option.

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Read more at Nasdaq: NVIDIA vs. Broadcom: Which AI Chip Stock Is the Better Buy Now?