**Broadcom and Nvidia Earnings Report: Key Highlights**
On March 4, 2026, Broadcom (NASDAQ: AVGO) and Nvidia (NASDAQ: NVDA), which comprise 9.7% of the S&P 500 and 17.9% of the Nasdaq-100, reported significant growth driven by their advancements in artificial intelligence (AI). Broadcom’s AI chips contributed approximately $5.3 billion, or 27.5%, to its revenue, while Nvidia’s data center revenue was 91.5% of its total earnings in the same quarter.
Broadcom is evolving from hardware to infrastructure software and AI, making tailored AI accelerators and networking solutions. It anticipates that AI networking components will represent 33% to 40% of total AI revenue. Conversely, Nvidia’s new Rubin platform integrates chips designed cohesively which can decrease inference costs by 90%. Both companies are positioned for long-term growth, catering to demands from hyperscalers in the data center sector.
