Broadcom vs. Intel: What Revenue Trends Tell Investors About These Artificial Intelligence Companies
Broadcom: Accelerating Revenue Growth
Broadcom (NASDAQ:AVGO) primarily generates revenue by designing, developing, and supplying advanced electronic components and critical infrastructure software globally.
It recently collaborated with OpenAI to design an intelligence processor, and it secured a long-term agreement to migrate global banking services for Standard Chartered to a private cloud environment.
Intel: Uneven Historical Revenue Trends
Intel (NASDAQ:INTC) primarily generates revenue by designing, manufacturing, and selling computing processors and related infrastructure technologies globally.
It recently initiated a workforce reduction within its data center group to improve organizational efficiency, and it established a strategic collaboration with Fortinet to develop specialized security processors.
Why Revenue Matters for Investors
Revenue shows the total sales volume a business generates from its primary operations. This metric helps investors measure a company’s overall size, market footprint, and long-term trajectory.
Quarterly Revenue for Broadcom and Intel
Foolish Take
A look at the revenue trends between Broadcom and Intel reveal the success the former experienced thanks to the artificial intelligence boom, while the latter struggled to capitalize on AI, although that appears to be changing in recent quarters.
Between 2024 and this year, the AI sector took off, as Broadcom’s consistent quarterly sales growth demonstrates. This also shows the company’s semiconductor products for AI are a hit, with revenue in Broadcom’s most recent fiscal quarter, ended Aug. 2, representing an impressive 86% year-over-year increase.
Meanwhile, Intel’s sales have not shown Broadcom’s explosive growth as it stumbled in its efforts to capitalize on the rise of AI. That changed when the company brought on Lip-Bu Tan as CEO in 2025. His turnaround efforts resulted in Intel delivering 25% year-over-year growth in its fiscal second quarter, which ended June 27.
