- Nvidia's revenue and EPS grew at CAGRs of 68% and 89% from fiscal 2022 to fiscal 2026.
- Broadcom's AI chip sales soared 65% to $20 billion in fiscal 2025, accounting for 31% of its top line.
- Broadcom controls about 70% of the ASIC market and is expected to experience significant growth as AI companies invest in inference-driven technologies.
- Nvidia has been one of the biggest beneficiaries of the AI boom, dominating the AI training market.
- Broadcom's growth in AI chip sales is expected to rise to $100 billion by fiscal 2027.
- Analysts expect Broadcom's revenue and adjusted EBITDA to grow at CAGRs of about 53% from fiscal 2025 to fiscal 2027.
Nvidia has been a major player in the AI boom, with its GPUs leading the AI training market. From fiscal 2022 to fiscal 2026, Nvidia's revenue and EPS grew at CAGRs of 68% and 89%, respectively.4
However, Broadcom is gaining momentum, particularly in the AI inference market. With a 70% share of the ASIC market, Broadcom's AI chip sales skyrocketed by 65% to $20 billion in fiscal 2025, contributing to 31% of its total revenue.23
Looking ahead, Broadcom anticipates its AI chip sales will reach $100 billion by fiscal 2027, driven by increasing investments in inference-driven technologies. Analysts project Broadcom's revenue and adjusted EBITDA to grow at CAGRs of approximately 53% from fiscal 2025 to fiscal 2027.6
As the AI landscape evolves, the competition between Nvidia and Broadcom highlights a significant shift, with Broadcom potentially emerging as a formidable contender in the AI sector.
“Nvidia has been a major beneficiary of the AI boom, with significant revenue growth. However, Broadcom is poised for substantial growth in the AI inference market, potentially altering the competitive landscape.”
