Nvidia vs Palantir

This page compares Nvidia and Palantir, focusing on business models, financial performance, and market context. It provides neutral, accessible information to help readers understand how each company operates, their competitive positioning, and the role they play in technology and data services. Educational content, not financial advice.

This page compares Nvidia and Palantir, focusing on business models, financial performance, and market context. It provides neutral, accessible information to help readers understand how each company ...

Comparison Snapshot

Key Financial Metrics

NVDA

Metric

PLTR

$4.44T

Market Cap

$313.08B

34.71%

Potential Profit

39.68%

Buy

Analyst Rating

Hold

Why It's Moving

NVIDIA Powers Ahead with Stellar Q2 Results and Blackwell Momentum Fueling AI Surge

Q2 revenue hit $46.7 billion, up 56% year-over-year, as Blackwell Data Center sales jumped 17% sequentially, underscoring unrelenting AI compute demand.
Announced RTX PRO 6000 Blackwell GPUs for enterprise servers, with early adopters like Disney, Foxconn, and TSMC signaling rapid enterprise integration.
Zacks upgrades NVDA to #2 Buy, citing sustained data center expansion, 53% net profit margins, and $65 billion Q4 revenue outlook amid trade thaw.

Sentiment:

🐃Bullish

Palantir Stock Surges on Technical Strength Ahead of Earnings Momentum

Stock rallied 4.53% on February 6, reflecting stronger technical forecasts and buying interest after recent dips.
Investors eye 51% revenue growth for 2025 to $4.4 billion, with operating income and free cash flow doubling and rising 60%, highlighting robust AI execution.
Palantir's track record of beating expectations and raising guidance has driven over 2,400% gains since the AI boom, with biggest spikes post-earnings.

Sentiment:

🐃Bullish

NVIDIA Powers Ahead with Stellar Q2 Results and Blackwell Momentum Fueling AI Surge

Q2 revenue hit $46.7 billion, up 56% year-over-year, as Blackwell Data Center sales jumped 17% sequentially, underscoring unrelenting AI compute demand.
Announced RTX PRO 6000 Blackwell GPUs for enterprise servers, with early adopters like Disney, Foxconn, and TSMC signaling rapid enterprise integration.
Zacks upgrades NVDA to #2 Buy, citing sustained data center expansion, 53% net profit margins, and $65 billion Q4 revenue outlook amid trade thaw.

Sentiment:

🐃Bullish

Palantir Stock Surges on Technical Strength Ahead of Earnings Momentum

Stock rallied 4.53% on February 6, reflecting stronger technical forecasts and buying interest after recent dips.
Investors eye 51% revenue growth for 2025 to $4.4 billion, with operating income and free cash flow doubling and rising 60%, highlighting robust AI execution.
Palantir's track record of beating expectations and raising guidance has driven over 2,400% gains since the AI boom, with biggest spikes post-earnings.

Sentiment:

🐃Bullish

Investment Analysis

Nvidia

NVDA

Pros

Dominates the global AI accelerator market with an estimated 80% share, driven by advanced GPUs and a deeply entrenched CUDA software ecosystem.
Revenue has more than doubled year-on-year, reflecting explosive demand for data centre and AI hardware, with gross margins exceeding 70%.
Has secured visibility into hundreds of billions in cumulative revenue for next-generation AI products, underpinning multi-year growth potential.

Considerations

Valuation remains historically high, raising risks if growth slows or competitive pressures intensify in the semiconductor and AI hardware sectors.
Maintaining industry-leading margins could become challenging as rivals advance their offerings and customers explore alternative suppliers.
Recent share price volatility includes a multi-day drop erasing hundreds of billions in market value, highlighting sensitivity to sentiment shifts.

Palantir

PLTR

Pros

Specialises in secure, scalable data analytics platforms for government and enterprise, benefiting from rising demand for AI-driven decision-making tools.
Has expanded commercial customer adoption, diversifying revenue beyond its core government contracts and supporting top-line growth.
Invests heavily in R&D to enhance platform capabilities, positioning the company to capitalise on emerging opportunities in AI and big data.

Considerations

Profitability has been inconsistent, with heavy R&D and sales investments weighing on margins despite revenue growth.
Revenue growth, while positive, lags behind leading tech and semiconductor peers, reflecting a more moderate commercial traction.
Faces intensifying competition from both established software firms and agile startups in the analytics and AI platform markets.

Related Market Insights

Building The AI Future: Nvidia's $100B Data Centre Plan

Nvidia's £100B AI data centre investment with OpenAI creates vast opportunities across the tech supply chain. Discover companies poised to benefit. Invest commission-free with Nemo.