Broadcom also is winning thanks to its integration of cloud virtualization company VMware -- the acquisition closed a year ago. VMware operating margin has reached 70%, and Broadcom says it's on the path to delivering adjusted EBITDA that surpasses its goal of $8.5 billion after three years.

Jensen Huang is already styled as a rock star, and his keynote in Las Vegas this week was an extravaganza of Nvidia’s next set of greatest hits, writes ARTHUR GOLDSTUCK.