---
title: "NVDA vs AVGO"
canonical: "https://supercyclehq.com/compare/nvda-vs-avgo"
type: "comparison"
dataAsOf: "2026-11-06"
tickers: ["NVDA", "AVGO"]
license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset."
disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI."
---

# NVIDIA (NVDA) vs Broadcom (AVGO)

Both are tracked in the Supercycle AI universe. End-of-day data, updated nightly.

| Measure | NVDA | AVGO |
| --- | --- | --- |
| AI Exposure Score | 97 (Pure Play) | 78 (Core) |
| Price | $186.64 | $293.69 |
| Market cap | $4.51T | $1.40T |
| Change 1d | +2.78% | +0.74% |
| Change 30d | -19.02% | -18.45% |
| Change 1y | -0.56% | -15.33% |
| P/E | 23.6 | 37.51 |
| Buildout layers | Semiconductors, Cloud & Hyperscalers, Autonomous Vehicles, Foundation Models | Semiconductors, Cloud & Hyperscalers |

## NVIDIA (NVDA)

**AI exposure:** Sells the GPUs, networking, and CUDA software stack that nearly every AI training and inference cluster is built on, mostly to hyperscalers and AI labs. Data center AI demand is now the overwhelming majority of revenue and the entire thesis.

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.

Full profile: https://supercyclehq.com/stock/nvidia.md

## Broadcom (AVGO)

**AI exposure:** Sells custom AI accelerators for hyperscalers plus the Ethernet switch silicon connecting GPU clusters, alongside VMware software. AI semiconductors are the dominant growth engine, with legacy chip and software businesses providing a stable base.

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.

Full profile: https://supercyclehq.com/stock/broadcom.md

## Related comparisons

- [NVDA vs AMD](https://supercyclehq.com/compare/nvda-vs-amd.md)
- [NVDA vs TSM](https://supercyclehq.com/compare/nvda-vs-tsm.md)
- [AVGO vs MRVL](https://supercyclehq.com/compare/avgo-vs-mrvl.md)

---

Source: https://supercyclehq.com/compare/nvda-vs-avgo. Data as of 2026-11-06. Prices are end-of-day closes, never live.

Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI.

Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.