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NVIDIA (NVDA) vs AMD (AMD) vs Intel (INTC) – Who Wins the AI Chip War?

profitpencil1 month ago1 month ago08 mins

Executive summary Summary fundamentals Detailed fundamental analysis Revenue trends and addressable markets NVIDIA’s revenue performance is dominated by datacenter AI compute. Q2 fiscal 2026 showed $41.1B of data-center sales – the vast majority of NVIDIA’s top-line growth and the clearest indicator of AI infrastructure demand. That scale gives NVIDIA leverage across DGX/GB200/Blackwell systems, software, and…

Broadcom (AVGO) – AI Networking, Semis, and VMware Integration

profitpencil2 months ago2 months ago08 mins

Executive summary Summary fundamentals Detailed fundamental analysis Revenue trends and AI networking growth Broadcom’s FY2025 revenue trajectory shows a clear uplift from AI-driven networking and software. Q3 FY2025 revenue of $15.952 billion represented 22 percent YoY growth and Broadcom reported that AI-related revenue increased sharply (investor commentary quantified AI-generated revenue around $5.2 billion in the…