Key Points Nvidia is guiding toward 70% revenue growth next year thanks to scaling Blackwell and Vera Rubin CPU shipments. Broadcom expects its AI chip business to continue doubling through 2028 as the company continues to win demand from hyperscalers and frontier labs. While Broadcom is growing faster than Nvidia, it is a far more expensive stock with a narrower customer base. 10 stocks we like better than Nvidia › The artificial intelligence (AI) hardware race used to look like a two-lane highway: Nvidia (NASDAQ: NVDA) sold general-purpose graphics processing units ( GPU s), while Broadcom (NASDAQ: AVGO) sold custom silicon, known as XPUs. That story is becoming stale.
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