The author would choose Nvidia over Broadcom if limited to owning just one AI stock for the next five years, and says he keeps holding his shares. Nvidia's fiscal 2027 second-quarter revenue rose 106% to $96.2 billion and net income rose 126% to $59.7 billion, with data center revenue up 117% to $89 billion, and it projected third-quarter revenue of $108 billion. Its edge comes from a full ecosystem of GPUs, networking, software such as CUDA, and the Vera Rubin platform now moving into production. Broadcom, which makes custom ASIC chips and networking gear, reported fiscal 2026 third-quarter revenue of $29.6 billion, up 86%, and projected fourth-quarter revenue near $34.8 billion. The author sees Broadcom's custom chip business as promising but believes Nvidia has the stronger competitive position.
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