---
title: "The big AI capex question: Should investors buy Nvidia or Broadcom this week?"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/295721429.md"
description: "NVIDIA and Broadcom are both capitalizing on hyperscaler infrastructure buildouts, with NVIDIA posting $81.6B in Q1 revenue and Broadcom guiding Q3 AI revenue to $16B. Growth investors may prefer NVIDIA due to its 75% gross margin and $80B buyback program, while income investors might favor Broadcom for its software cushion and $0.65 quarterly dividend."
datetime: "2026-08-12T23:42:41.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/295721429.md)
  - [en](https://longbridge.com/en/news/295721429.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/295721429.md)
---

# The big AI capex question: Should investors buy Nvidia or Broadcom this week?

Quick ReadNVDA posted $81.6B in Q1 revenue while AVGO guided Q3 AI revenue to $16B, both capitalizing on the same hyperscaler infrastructure buildout.Growth investors can lean on NVIDIA's 75% gross margin and $80B buyback, while income investors may prefer Broadcom's software cushion and $0.65 quarterly dividend.Are you ahead, or behind on retireme...

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