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Nvidia’s AI hyperscaler revenue grew 191% year over year in the April quarter excluding China while Broadcom guides to 143% growth in its AI segment next quarter

Investor Brad Gerstner asks which company gained market share from the results.

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Original post
OPGavin Baker#1266Gavin Baker@GAVINSBAKER

Nvidia’s “AI hyperscaler” revenue grew 191% YoY in the April quarter ex China (effectively all hyperscaler). Broadcom has guided to 143% YoY growth for their AI segment in their next quarter. Interesting.

2:26 PM · May 20, 2026 View on X
REPLYBrad Gerstner#1614Brad Gerstner@ALTCAP

@GavinSBaker Who gained share?

Gavin BakerGavin Baker@GavinSBaker

Nvidia’s “AI hyperscaler” revenue grew 191% YoY in the April quarter ex China (effectively all hyperscaler). Broadcom has guided to 143% YoY growth for their AI segment in their next quarter. Interesting.

9:26 PM · May 20, 2026 · 48.3K Views
9:48 PM · May 20, 2026 · 6.1K Views