By Vandita Jadeja
Publication Date: 2026-04-06 15:33:00
Nvidia (NASDAQ: NVDA | NVDA Price Prediction) and Palantir Technologies (NASDAQ: PLTR) both reported blockbuster quarters and sit at different layers of the same AI wave. Nvidia sells the physical infrastructure that makes AI possible; Palantir sells the software intelligence that makes AI actionable inside real organizations. Comparing them after earnings reveals two very different bets on how the AI economy creates durable value.
Blackwell Dominates Hardware. AIP Reshapes Enterprise Software.
Nvidia’s fourth quarter revenue hit $68.13 billion, up 73.2% year-over-year, with the Data Center segment alone generating $62.31 billion, up 75% YoY. Networking inside that segment grew even faster: NVLink fabric revenue surged 263% YoY to $10.98 billion as hyperscalers wired up GB200 and GB300 systems at scale.
Palantir’s story is structurally different. Quarterly revenue reached $1.41 billion, up 70% YoY, powered by a U.S. commercial segment that grew 137% YoY to $507 million. The AIP platform is converting enterprises from cautious AI experimenters into committed operational users. The Rule of 40 score hit 127%, a figure signaling simultaneous growth and profitability at a rare level.
| Business Driver | Nvidia (Q4 FY2026) | Palantir (Q4 2025) |
|---|---|---|
| Revenue | $68.13B (+73% YoY) | $1.41B (+70% YoY) |
| Primary Growth Engine | Blackwell GPU + NVLink fabric | AIP-driven U.S. commercial |
| Free Cash Flow | $34.90B | $791M |
| Forward Revenue Guide | ~$78.0B (Q1 FY2027) | $7.18–$7.20B (FY2026) |
