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Broadcom projects AI revenue doublings through fiscal 2028 as Nvidia guides 70% growth from a wider base

9/19/2026

$AVGO and $NVDA are both in focus after quarterly results that put the AI hardware boom on two different trajectories.

Broadcom projected AI semiconductor revenue that doubles twice over by fiscal 2028, per Reuters reporting on company guidance.

Nvidia, working from a far larger revenue base, guided roughly 70% total revenue growth by the same year.

The numbers in context Nvidia, for the quarter ended July 26, 2026, reported total revenue of $96.2 billion, up 106% from a year earlier and 18% from the prior quarter.