TheBadPlaceYahoo Finance | Got $1,000? Nvidia vs. Palantir — Only One Deserves Your Money Right Now
Got $1,000? Nvidia vs. Palantir — Only One Deserves Your Money Right Now
Nvidia (NVDA) reported $68.13B in Q4 revenue, up 73% YoY, with Data Center segment generating $62.31B and NVLink fabric revenue surging 263% YoY to $10.98B.
Palantir (PLTR) posted $1.41B in quarterly revenue, up 70% YoY, with U.S. commercial segment growing 137% YoY to $507M driven by its AIP platform and achieving a Rule of 40 score of 127%.
Nvidia operates at hardware scale with $95.2B in supply commitments and faces China export restrictions that excluded Data Center compute revenue from Q1 guidance, while Palantir generates software value with minimal capex ($13.3M in Q4) but trades at 114x forward P/E versus Nvidia’s 22x, reflecting different risk profiles in sustaining enterprise and hyperscaler AI spending.
Read more: https://finance.yahoo.com/markets/stocks/articles/got-1-000-nvidia-vs-153343155.html
