2 hours ago
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Vandita Jadeja
Mon, April 6, 2026 astatine 10:33 AM CDT 5 min read
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Nvidia (NVDA) reported $68.13B successful Q4 revenue, up 73% YoY, with Data Center conception generating $62.31B and NVLink cloth gross surging 263% YoY to $10.98B.
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Palantir (PLTR) posted $1.41B successful quarterly revenue, up 70% YoY, with U.S. commercialized conception increasing 137% YoY to $507M driven by its AIP level and achieving a Rule of 40 people of 127%.
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Nvidia operates astatine hardware standard with $95.2B successful proviso commitments and faces China export restrictions that excluded Data Center compute gross from Q1 guidance, portion Palantir generates bundle worth with minimal capex ($13.3M successful Q4) but trades astatine 114x guardant P/E versus Nvidia’s 22x, reflecting antithetic hazard profiles successful sustaining endeavor and hyperscaler AI spending.
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Nvidia (NASDAQ: NVDA) and Palantir Technologies (NASDAQ: PLTR) some reported blockbuster quarters and beryllium astatine antithetic layers of the aforesaid AI wave. Nvidia sells the carnal infrastructure that makes AI possible; Palantir sells the bundle quality that makes AI actionable wrong existent organizations. Comparing them aft net reveals 2 precise antithetic bets connected however the AI system creates durable value.
Nvidia's 4th fourth gross deed $68.13 billion, up 73.2% year-over-year, with the Data Center conception unsocial generating $62.31 billion, up 75% YoY. Networking wrong that conception grew adjacent faster: NVLink cloth gross surged 263% YoY to $10.98 cardinal arsenic hyperscalers wired up GB200 and GB300 systems astatine scale.
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Palantir's communicative is structurally different. Quarterly gross reached $1.41 billion, up 70% YoY, powered by a U.S. commercialized conception that grew 137% YoY to $507 million. The AIP level is converting enterprises from cautious AI experimenters into committed operational users. The Rule of 40 people deed 127%, a fig signaling simultaneous maturation and profitability astatine a uncommon level.
| 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) |
The divergence is sharpest successful superior intensity. Nvidia carries $95.2 cardinal successful full proviso commitments and depends connected Taiwan Semiconductor (NASDAQ:TSM) for manufacturing — a competitory moat but besides a attraction risk. China export controls already triggered a $4.5 cardinal complaint successful Q1 FY2026, and Q1 FY2027 guidance explicitly excludes Data Center compute gross from China.
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