Motley Fool’s Keithen Drury favors Nvidia over Broadcom, citing its flexible GPUs and larger business, though Broadcom’s custom AI chips are growing faster. Broadcom forecasts AI semiconductor revenue of $115 billion in FY2027 and $230 billion in FY2028.
Nvidia reported $96.2 billion in Q2 revenue and expects $108 billion in Q3; the article says more than 90% of its revenue comes from data centers. Broadcom’s application-specific chips are less flexible than GPUs but, according to the article, can outperform them on specific tasks at a lower price.
Nvidia estimates revenue growth of about 70% in FY2027. Drury says Broadcom’s faster growth could still make it an attractive choice; he holds shares in both companies, and The Motley Fool says it owns and recommends both.
