The significant financial success that NVIDIA has recorded has added a strong upside to Palantir investors thus showing the high demand of AI in enterprises.
Alongside the focus on the swift growth of AI as has been highlighted by Jensen Huang, the edge of Palantir software has gained a greater level of visibility.
Nvidia Powers AI Boom
Nvidia surpassed its fiscal Q3 2026 forecasts, which included the breakdown $57 billion in revenue, an increase of 62 % of the previous year, and has experienced a rise of 22 % on a sequential basis due to data-center sales of 51.2 billion, which is a growth rate of 66 % annually.
This strong performance that is enhanced by an increase of over 50% in the prior quarters, cement in persuading that Nvidia has a 92% AI GPU market share as of 2025, which suggests that businesses are drastically spending on the infrastructure despite high capitalization costs.
In his keynote speech at CES 2026, Jensen Huang described 2026 as a breakthrough year of AI in various fields and pointed out Palantir, as both one of the top partners of the company alongside others, like ServiceNow.
Whether it’s Palantir or ServiceNow or Snowflake and many other companies that we’re working with, the agentic system is the interface.
Palantir Rides the Wave
Palantir replicated similar expansion in its fourth quarter 2025 results, as the revenue grew to $1.4 billion, an increment of 70 % increase in year over year growth that exceeded expectations of the analysts.
Its commercial part in the United States, which was driven by Palantir’s U.S. commercial segment doubled by 137 %, attaining impressive results: the number of customers increased by 64%. Total recurring pipeline (RPO) grew 143 % to $4.21 billion which is a sign of guaranteed expansion opportunities.
The shares were listed at $134.13 on 26 February 2026 with a market capitalization of $321 billion which represents a significant appreciation against the price at the launch of the AIP in 2023.
Brighter Road Ahead
The educational programs are designed to address a gap in the expertise of AI in creating quality software systems to turn the flood of Nvidia devices into a treasure trove of marketing tools created by Palantir.
With a growth rate of over 61 %, the chief executive of the company, Alex Karp, believes that the company would increase its revenue 10x in ten years to come.
In the hypothetical event of the ongoing implementation of AI systems the existing high valuation, which some have termed as egregious, can be viewed as desirable over a time period of five years, providing a chance to dollar-cost average.
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