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Nvidia (NVDA) and Palantir Technologies (PLTR) have dominated the bull market over the past three years, with Palantir increasing over 2,300% and Nvidia by more than 1,300%. Nvidia recently announced a $100 billion partnership with OpenAI to deploy at least 10 gigawatts of Nvidia systems for OpenAI’s next-generation AI infrastructure, marking a significant step in AI development. The first deployment is scheduled for the second half of 2026.
Currently, Nvidia’s stock has broken out into new record territory, while Palantir is also poised to reach new highs in the near future. Both companies are benefitting from the growing demand for AI technologies, attracting significant investor interest as they press toward record levels.
As investors question the sustainability of these gains, both companies’ unique positions in the AI market continue to make them attractive for long-term investment, despite potential volatility.
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