NVDA vs AVGO: NVIDIA and Broadcom as AI Stocks
NVIDIA (NVDA) and Broadcom (AVGO) are both tracked in the Supercycle AI universe. NVDA is the larger company at $5.45T versus $1.69T, and NVDA carries the higher AI Exposure Score (97 vs 78, Pure Play tier), meaning its business depends more directly on AI demand.
Market data as of the close on . Prices are end of day, not live.
Side by side
| Metric | NVDA | AVGO |
|---|---|---|
| Price | $225.51 | $354.99 |
| Market cap | $5.45T | $1.69T |
| 24h change | -1.47% | -2.62% |
| 7d change | +5.43% | +4.75% |
| 1y change | +27.73% | +5.40% |
| P/E ratio | 28.5 | 45.3 |
| AI Exposure Score | 97 (Pure Play) | 78 (Core) |
| Sector | Technology | Technology |
| Buildout layers | SemiconductorsCloud & HyperscalersAutonomous VehiclesFoundation Models | SemiconductorsCloud & Hyperscalers |
NVDA's role in the buildout
NVIDIA sits at the center of the compute layer of the AI buildout. Nearly every training cluster and inference deployment in the Semiconductors layer runs on its GPUs, and its CUDA software keeps developers inside its ecosystem. It also trains open models of its own in the Nemotron and Cosmos families, which seed demand for that hardware. Demand from hyperscalers and AI labs for its data center products is the main engine of its growth, which is why it carries a Pure Play exposure rating.
AVGO's role in the buildout
Broadcom sits in the Semiconductors layer of the buildout with deep ties into Cloud & Hyperscalers. Its custom AI accelerators give hyperscalers an alternative to off-the-shelf GPUs, and its Tomahawk and Jericho switch silicon carries the traffic between GPU clusters. AI semiconductors are the dominant growth engine, with legacy chip and software businesses providing a stable base, which earns it an AI Exposure Score of 78 out of 100.
Both stocks sit in Semiconductors, Cloud & Hyperscalers, so they compete for the same slice of AI spending.
Frequently asked questions
Is NVDA or AVGO the bigger company?
NVIDIA is bigger: $5.45T versus $1.69T by market cap, as of the latest end-of-day data.
Which has more AI exposure, NVDA or AVGO?
NVIDIA does: its AI Exposure Score is 97 (Pure Play tier) versus 78 (Core). The score measures how much of the business depends on AI, not which stock is the better investment.
Related comparisons
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