{"id":48980,"date":"2026-04-28T11:35:29","date_gmt":"2026-04-28T11:35:29","guid":{"rendered":"https:\/\/quickassetsmarket.com\/index.php\/2026\/04\/28\/this-ai-stock-is-growing-faster-than-nvidia-and-flying-under-the-radar\/"},"modified":"2026-04-28T11:35:29","modified_gmt":"2026-04-28T11:35:29","slug":"this-ai-stock-is-growing-faster-than-nvidia-and-flying-under-the-radar","status":"publish","type":"post","link":"https:\/\/quickassetsmarket.com\/index.php\/2026\/04\/28\/this-ai-stock-is-growing-faster-than-nvidia-and-flying-under-the-radar\/","title":{"rendered":"This AI stock is growing faster than Nvidia and flying under the radar"},"content":{"rendered":"
<\/div>\n

Broadcom stock (NASDAQ: AVGO) is suddenly looking like the AI name Wall Street may have underestimated.<\/p>\n

The market value of the company is above $2 trillion, its stock has hit a record high, and the company is guiding AI revenue sharply higher into 2026.<\/p>\n

That makes the comparison with Nvidia especially insightful, as Broadcom is taking a distinct approach instead of going head-to-head in the GPU market.<\/p>\n

It is building a different lane in custom AI chips, networking, and software.<\/p>\n

For investors, the real question is whether Broadcom is still under-appreciated, or whether the market has already caught up.<\/p>\n

Numbers that tell the real story<\/h2>\n

Broadcom\u2019s latest quarter did not just look good; it looked like a company entering a new phase of scale.<\/p>\n

The company said first-quarter AI revenue reached $8.4 billion, up 106% from a year earlier, and it guided second-quarter AI semiconductor revenue to $10.7 billion.<\/p>\n

Broadcom also said it has a $73 billion AI backlog scheduled to ship over the next 18 months.<\/p>\n

Nvidia is still growing fast, but it is doing so off a much larger base: fiscal 2026 revenue rose 65% to $215.9 billion, while data-center revenue climbed 68% to $193.7 billion.<\/p>\n

All growth comparisons below are forward projections, not trailing reported figures.<\/p>\n

That distinction matters because analysts expect Broadcom\u2019s growth to compound at a slightly faster pace over the next two years.<\/p>\n

\n\n\n\n\n\n\n\n
Metric<\/th>\nBroadcom<\/th>\nNvidia<\/th>\n<\/tr>\n<\/thead>\n
AI revenue growth<\/td>\n$8.4B in Q1 FY26, up 106% YoY<\/td>\nFY26 revenue up 65%; data-center revenue up 68%<\/td>\n<\/tr>\n
Forward P\/E<\/td>\nAround 41x on analyst-based screens<\/td>\nAbout 24.5x forward earnings<\/td>\n<\/tr>\n
2-year projected growth<\/td>\n147%<\/td>\n124%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/figure>\n

The backdrop is still very much an AI spending boom.<\/p>\n

The company\u2019s CEO, Hock Tan, said Broadcom has \u201cline of sight\u201d to over $100 billion in AI chip revenue by 2027.<\/p>\n

That makes Broadcom a major player as Deloitte expects the global semiconductor market to reach $975 billion in 2026, up 26% from 2025.<\/p>\n

Also read: Nvidia is quietly betting 8% of its portfolio on this $10 stock<\/a><\/em><\/strong><\/p>\n

Why are Broadcom chips different?<\/h2>\n

The Broadcom story is not really about replacing Nvidia in every job; it is about a different kind of chip.<\/p>\n

Nvidia sells general-purpose GPUs that can handle a wide range of AI tasks.<\/p>\n

Broadcom builds custom ASICs, or XPUs, that are designed for a specific hyperscaler and a specific workload.<\/p>\n

The chips are described as custom processors tailored for a single function, which is exactly why cloud giants like Google and Meta keep turning to them for large-scale AI deployments.<\/p>\n

That shift matters because AI spending is moving from training giant models to running them efficiently in the real world.<\/p>\n

Inference is where custom silicon can shine, especially when customers want tighter control over cost, power use, and supply.<\/p>\n

<\/p>\n

The post This AI stock is growing faster than Nvidia and flying under the radar<\/a> appeared first on Invezz<\/a><\/p>\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

Broadcom stock (NASDAQ: AVGO) is suddenly looking like the AI name Wall Street may have underestimated. The market value of the company is above $2 trillion, its stock has hit a record high, and the company is guiding AI revenue sharply higher into 2026. That makes the comparison with Nvidia especially insightful, as Broadcom is <\/p>\n","protected":false},"author":1,"featured_media":48981,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[],"class_list":{"0":"post-48980","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-investing"},"_links":{"self":[{"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/posts\/48980","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/comments?post=48980"}],"version-history":[{"count":0,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/posts\/48980\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/media\/48981"}],"wp:attachment":[{"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/media?parent=48980"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/categories?post=48980"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/tags?post=48980"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}