Broadcomvs.Nvidia
AVGO vs NVDA · both in Chips & accelerators, part of the AI & digital infrastructure value chain: Designs and builds the processors, accelerators and memory that train and run AI.
Nvidia is about 2.7× larger than Broadcom by market cap; Nvidia trades at the lower P/E (34.0 vs 68.4); year to date, Nvidia leads (+11.8% vs +3.7%).
Side by side
| AVGO | NVDA | |
|---|---|---|
| Market cap | $2T | $5.4T |
| Price | $356.74 | $213.05 |
| Today | −0.6% | +2.2% |
| Return YTD | +3.7% | +11.8% |
| Return 1Y | +22.0% | +17.1% |
| P/E | 68.4 | 34.0 |
| P/S | 26.6 | 21.4 |
| P/B | 22.9 | 27.7 |
Data as of 2026-08-26 · updates daily after U.S. close
The two companies
BroadcomAVGO
Custom silicon designed to order: Broadcom builds AI ASICs to hyperscalers' own specifications, Google's TPUs among them. Tomahawk and Jericho chips move the network traffic, and VMware supplies the infrastructure software.
Full AVGO profile →NvidiaNVDA
Nvidia sells the accelerators most large AI models are trained on, from H100 through B200 to Rubin. Harder to replace is CUDA, the software layer developers have standardised on. NVLink and the Mellanox networking business tie whole racks together.
Full NVDA profile →More AVGO & NVDA comparisons
Other head-to-heads in the Chips & accelerators segment.