Broadcom vs. Intel: What Revenue Trends Tell Investors About These Artificial Intelligence Companies

AVGO posted $29.6 billion in Q2 2026 revenue, up 86% year over year, while INTC grew 25% over the same period. The gap in growth rates puts the two chipmakers on sharply different trajectories in the AI cycle.

AVGO has captured the AI boom with what the source calls explosive revenue growth. An 86% jump at that revenue scale marks the company as the clear winner in this pairing, and the figure sets a high bar for how the market will judge its next print.

INTC struggled initially but is now showing signs of recovery under new CEO Lip-Bu Tan. Its 25% year-over-year growth in Q2 2026 is solid on its own terms, but it trails AVGO by 61 percentage points. Interpretation: the market is likely to treat INTC as a turnaround story priced on execution, while AVGO is priced on sustained AI demand. Those are different risk profiles, and the growth gap is the core evidence for that split.

The revenue gap is widening, per the source, which suggests the divergence in AI capture has not yet peaked. Whether that persists depends on each company's next quarterly results.