Nvidia’s Hidden $60 Billion Business Is About to Overtake Broadcom
Key takeaways
- The analyst who called NVIDIA in 2010 just named his top 10 AI stocks.
- For years, investors treated artificial intelligence as a GPU story.
- That shift has elevated companies like Broadcom (NASDAQ:AVGO), Arista Networks (NASDAQ:ANET), and Cisco Systems (NASDAQ:CSCO) into critical infrastructure suppliers.
Nvidia’s Hidden $60 Billion Business Is About to Overtake Broadcom Rich Duprey Sat, May 23, 2026 at 9:59 PM GMT+7 5 min read NVDA AVGO CSCO ANET Quick Read Nvidia (NVDA) disclosed fiscal Q1 networking revenue of $15 billion, tripling year over year and reaching a $60 billion annualized run rate that already rivals Cisco’s entire companywide revenue, while Broadcom (AVGO), Arista Networks (ANET), and Cisco (CSCO) compete for individual pieces of the AI networking market.
Nvidia’s Mellanox acquisition in 2020 gave the company control of InfiniBand networking technology, enabling it to sell entire AI data centers as an integrated full-stack offering rather than just GPU components, positioning it to compete simultaneously across networking, cloud infrastructure, AI software, and integrated systems.
The analyst who called NVIDIA in 2010 just named his top 10 AI stocks. Get them here FREE.