Core Insights - Despite Broadcom's recent 13% stock increase, Nvidia is considered a more attractive investment option due to superior revenue growth, profitability, and lower valuation [1][3]. Company Comparison - Nvidia's vertically integrated platform, featuring Blackwell GPUs, NVLink interconnects, and CUDA software, is essential for AI data centers requiring extensive parallel processing power, while Broadcom's custom silicon and AI networking solutions cater to specific client needs through long-term contracts, suggesting a potentially lower long-term growth model [3][5]. - Nvidia's quarterly revenue growth was 55.6%, significantly higher than Broadcom's 22.0%. Over the last 12 months, Nvidia's revenue growth reached 71.6%, compared to Broadcom's 28.0% [6]. Profitability Metrics - Nvidia outperforms Broadcom in profitability, reporting a Last 12 Months (LTM) margin of 58.1% and a three-year average margin of 51.0%, indicating stronger financial health [6].