The AI Chip Wars: A Tale of Two Titans Broadcom's ascendance in the world of artificial intelligence (AI) chipmaking has been meteoric, with its custom chips flying off the shelves and revenue from AI semiconductor sales surging 221% year over year to $16.
7 billion in fiscal 2026's Q3. Nvidia, long considered the gold standard of AI chipmakers, has expanded its reach into every corner of the industry. Its revenue surged 106% year over year to $96.
2 billion in fiscal 2027's Q2, with Data Center revenue jumping a whopping 117% year over year.