NVDA vs AVGO: AI Stock Comparison

NVIDIA Corporation vs Broadcom Inc.: AI exposure, key metrics, next earnings dates, upcoming catalysts and risks — every number linked to its source.

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$NVDA scores higher on AI exposure (5/5 vs 4/5) under our published rubric. The score measures how directly each business is tied to AI, not which stock to buy.
⏱ Next catalyst: $NVDA has the earlier next catalyst (Nov 15, 2026).
$NVDA 🏆
NVIDIA Corporation
The GPU and networking platform most AI models are trained and served on.
$AVGO
Broadcom Inc.
Custom AI accelerators and Ethernet switching for hyperscalers.
AI exposure score⚡⚡⚡⚡⚡ 5/5⚡⚡⚡⚡⚡ 4/5
Shares outstanding24.10B
as of 2026-08-21 · 10-Q cover page · SEC filing
4.77B
as of 2026-08-28 · 10-Q cover page · SEC filing
CategoryAI chipsAI chips
Key metrics
Revenue (latest quarter) $96.22B
10-Q period ended 2026-07-26; +106% y/y · SEC filing
Gross margin 75.0%
Gross profit / revenue, same quarter · SEC filing
Operating income $63.73B
Same quarter; 66% operating margin · SEC filing
Revenue (latest quarter) $29.59B
10-Q period ended 2026-08-02; +86% y/y · SEC filing
Gross margin 69.1%
Gross profit / revenue, same quarter · SEC filing
Operating income $15.96B
Same quarter; 54% operating margin · SEC filing
Next earnings
Nov 17, 2026 confirmed
NVIDIA Corporation quarterly earnings · source
Dec 10, 2026 expected
Broadcom Inc. quarterly earnings · source
Next catalyst
Nov 15, 2026 – Nov 20, 2026
SC26 Supercomputing Conference · source
Dec 9, 2026
FOMC rate decision + projections · source
Upcoming catalysts
Nov 15, 2026 – Nov 20, 2026
SC26 Supercomputing Conference · source
Nov 17, 2026 confirmed
NVIDIA Corporation quarterly earnings · source
Dec 8, 2026 – Dec 13, 2026
NeurIPS 2026 (Atlanta; also Sydney & Paris) · source
Dec 9, 2026
FOMC rate decision + projections · source
Dec 10, 2026 expected
Broadcom Inc. quarterly earnings · source
Most recent reported
Nov 4, 2026
CUDA 13.5 ships with Vera Rubin general-availability support · source
Software readiness milestone for NVIDIA's next GPU architecture ahead of volume deployments.
Not yet announced / not on our calendar
Key risks
  • “Long manufacturing lead times and uncertain supply and capacity availability, combined with a failure to estimate customer demand accurately, has led and could lead to mismatches between…” — 10-K risk factor (filed 2026-02-25) · source
  • “We receive a significant amount of our revenue from a limited number of partners and distributors and we have a concentration of sales to customers who purchase directly or indirectly from…” — 10-K risk factor (filed 2026-02-25) · source
  • “A significant reduction in demand from certain customers or loss of one or more of our significant customers may adversely affect our business.” — 10-K risk factor (filed 2025-12-18) · source
  • “Our substantial indebtedness could adversely affect our financial health and our ability to execute our business strategy.” — 10-K risk factor (filed 2025-12-18) · source
AI angle

NVIDIA's data-center GPUs, NVLink/InfiniBand networking and CUDA software are the default stack for training and inference. Hyperscaler and neocloud capex plans are the main swing factor for its results.

Broadcom designs custom AI chips (XPUs) for a handful of hyperscalers and sells Tomahawk/Jericho Ethernet silicon for AI clusters, while VMware software adds a large non-AI revenue base.

Full analysis: $NVDA →Full analysis: $AVGO →

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