Get all your news in one place.
100's of premium titles.
One app.
Start reading
MarketBeat
MarketBeat
Leo Miller

DARK SECRETS: Vmware broadcoms second biggest business set to accelerate | Vintage Vibes

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.

Sign up to read this article
Read news from 100's of titles, curated specifically for you.
Already a member? Sign in here
Related Stories
Top stories on inkl right now
One subscription that gives you access to news from hundreds of sites
Already a member? Sign in here
Our Picks
Fourteen days free
Download the app
One app. One membership.
100+ trusted global sources.