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Palantir Technologies (NASDAQ: PLTR) has experienced a growth of nearly 2,300% since 2023, with a 100% increase in 2025, while Nvidia (NASDAQ: NVDA) has risen 1,100% overall and over 30% in 2025. In the most recent quarter ending October 26, 2025, Nvidia reported revenues of $57 billion, growing at a pace of 62% year-over-year, whereas Palantir recorded a revenue increase of 63%, with U.S. commercial revenue surging by 121%.
Both companies are benefiting from the ongoing AI arms race but serve different roles: Palantir focuses on AI-powered data analytics, while Nvidia produces key graphics processing units (GPUs) for AI applications. As of now, Palantir’s stock trades at 156 times its 2026 earnings, indicating higher growth expectations compared to Nvidia, which is valued at around 25 times its earnings.
Market analysts are optimistic about the future of AI, but concerns have been raised regarding Palantir’s valuation relative to its growth potential, suggesting that Nvidia may present a more favorable investment option heading into 2026.
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