For good reason, investors have come to see Broadcom (NASDAQ: AVGO) as a clear leader in the artificial intelligence semiconductor market. The company’s AI semiconductor revenue jumped 143% year-over-year (YOY) in its latest quarter to $10.8 billion, or 49% of total sales. Notably, Broadcom is still far behind in AI chip sales versus NVIDIA (NASDAQ: NVDA), whose data center revenue came in at an astonishing $75.2 billion.
Despite this, Broadcom remains well ahead of other AI chip companies like Advanced Micro Devices (NASDAQ: AMD) and Intel (NASDAQ: INTC). Broadcom’s AI chip revenue was $5 billion higher than AMD’s Q1 2026 data center sales of $5.8 billion. Meanwhile, AI chip sales were more than double Intel’s Data Center and AI (DCAI) revenue of $5.1 billion. Broadcom expects a huge acceleration next quarter, guiding for AI semiconductor growth of over 200% YOY to $16 billion.