Overview
- Palantir and Nvidia rank among the top AI winners since 2023, with shares up roughly 2,640% and 1,130%, respectively, according to recent coverage.
- Palantir’s third-quarter revenue rose 63% year over year to $1.12 billion, supported by accelerating adoption of its Artificial Intelligence Platform across commercial and government clients.
- AIP functions as an AI operating system that organizes enterprise data and connects it to third-party large language models to drive practical decision-making.
- Nvidia remains the go-to provider for AI compute as CEO Jensen Huang told investors that cloud GPUs are “sold out,” pointing to strong demand and tight supply.
- Competitive pressure for Nvidia is building, with AMD expanding capacity through an OpenAI partnership and reports that Alphabet may offer TPUs to Meta alongside Broadcom-backed custom chips, while Palantir’s valuation approaches a price-to-sales multiple near 70 times 2026 estimates.