Nvidia vs. Palantir: The AI Growth Stock Showdown
Artificial intelligence has become the defining theme in tech investing, propelling companies like Nvidia and Palantir to staggering valuations. Nvidia's data center revenue surged 56% year-over-year to $41.1 billion last quarter, cementing its position as the backbone of AI infrastructure. The chipmaker now stands as the world's most valuable public company.
Palantir's stock tells a different growth story, skyrocketing over 810% since January 2024. Both companies demonstrate how AI mania has reshaped market leadership, though their paths diverge—Nvidia as the hardware enabler versus Palantir's software solutions. The trillion-dollar AI infrastructure market promises continued runway for these sector leaders.