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Palantir and NVIDIA both benefit from AI adoption, but they sell different layers of it. Palantir sells software that connects an organization’s data, models and workflows; NVIDIA sells accelerated-computing platforms—including chips, systems, networking and software—that power AI workloads, as well as products for other markets. Their latest reported results show strong growth, but the figures describe different businesses and different reporting periods.
What the latest results show
As of October 4, 2026, Palantir’s latest reported results covered the quarter ended June 30, 2026. NVIDIA’s latest filing covered its second fiscal quarter of 2027, ended July 26, 2026. The companies’ reported categories are not directly equivalent: Palantir reports revenue by geography and customer type, while NVIDIA reports a Data Center platform business that serves multiple kinds of customers.
| Measure | Palantir | NVIDIA |
|---|---|---|
| Latest reported quarter | Q2 2026, ended June 30, 2026; company release dated August 3, 2026 | Q2 fiscal 2027, ended July 26, 2026; filing submitted in August 2026 |
| Total quarterly revenue | $1.935 billion, up 93% year over year | $96.2 billion, up 106% year over year |
| Reported business evidence most relevant to AI | U.S. commercial: $764 million, up 149%; U.S. government: $809 million, up 90% | Data Center: $89.0 billion, up 117% |
| Near-term outlook in the cited report | Management raised its 2026 revenue growth guidance to 82%; this is a forecast, not a reported result | The cited filing describes current-period demand and conditions; it does not provide a comparable current full-year growth guide in the figures summarized here |
| Core business model | Contracted enterprise and government software platforms and related services | Accelerated-computing platforms, including chips, systems, networking and software, plus other businesses |
The quarterly revenue figures are roughly 50 times apart, but the periods differ and the companies do not report equivalent segments. NVIDIA’s Data Center growth rate is the year-over-year change in that segment’s revenue—not its share of total revenue. These figures are useful for describing scale and momentum, not for deciding which company has the better business or comparing valuations.
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What Palantir sells
Palantir’s 2025 Form 10-K describes four principal platforms: Gotham, Foundry, Apollo and the Artificial Intelligence Platform (AIP). The product layer is software for putting organizational data and operations to work, rather than the chips or foundation models that may sit underneath an AI application.
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Foundry, Ontology and operational data
Foundry supports data management, logic, modeling, analytics and workflow development. Its Ontology represents real-world entities and processes in a connected structure that organizations can use in operational applications. In practical terms, Palantir’s pitch is not just to make data visible, but to connect it to processes and decisions that an organization can act on.
AIP connects models to organizational work
AIP provides secure connections to third-party large language models, along with tools for AI-enabled agents, automations and applications, and capabilities for evaluation and governance. The model may come from another provider; AIP is the layer for connecting model capabilities with customer data and workflows. Palantir does not report AIP as a standalone revenue segment in the cited filings, so its company-wide growth should not be attributed entirely to AIP.
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Apollo and contract-based sales
Apollo coordinates software delivery and updates across cloud and other environments. Palantir sells its platforms and related services through customer contracts, generally one to five years long, and generally recognizes revenue over the contract term. That makes adoption, deployment and expansion within customer relationships central to understanding its software business.
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For longer-term context, Palantir Technologies reported fiscal 2025 revenue of $4.5 billion, up 56% from 2024, in its 2025 Form 10-K. The same annual filing reported $1.4 billion in income from operations and $2.3 billion in adjusted income from operations after excluding stock-based compensation and related employer payroll taxes. The GAAP and adjusted figures use different definitions and should not be conflated.
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What NVIDIA sells
NVIDIA’s AI offer is a broader accelerated-computing platform, not just a processor. It includes chips and complete systems, networking, software libraries and platforms, and developer tools. Customers use those components to build and run AI infrastructure, including for training and inference.
Why Data Center leads the AI growth story
In its Q2 fiscal 2027 filing, NVIDIA said Data Center growth was driven by the ramp of Blackwell Ultra infrastructure. The company cited demand from hyperscalers, AI-native companies, enterprises and sovereign customers. The sales therefore reflect investment across several types of organizations, rather than a single customer group or use case.
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NVIDIA also reports businesses beyond Data Center. Its fiscal 2026 annual report recorded revenue of $215.9 billion, up 65% year over year, and growth in Gaming of 41%, Professional Visualization of 70% and Automotive of 39%. NVIDIA attributed Professional Visualization growth in part to Blackwell demand and the launch of DGX Spark, and Automotive growth to adoption of its self-driving platforms. Those results are a reminder that NVIDIA’s total-company performance is not synonymous with AI chips alone.
How to interpret the growth drivers
Palantir: customer adoption and expansion
Palantir’s Q2 2026 release and 10-Q show rapid growth in both U.S. commercial and government revenue. The 10-Q says revenue growth included expansion from existing customers as well as other changes in customer revenue. Management discussed AIP and sovereign AI as relevant demand context. Taken together, the company’s evidence points to growing use of its software across customer relationships, but it does not establish how much revenue came specifically from AIP.
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The 82% full-year 2026 revenue growth outlook is management guidance. It should be read as a forward-looking estimate that may change, not as an already achieved growth rate.
NVIDIA: infrastructure spending and product ramp
NVIDIA’s stated driver was the ramp of Blackwell Ultra infrastructure, alongside demand from the customer groups it named. This growth depends on customers continuing to invest in AI infrastructure. Supply availability, product transitions, export controls, competition and component costs can also affect results; strong reported demand does not remove those risks or guarantee that growth will continue at the same pace.
NVIDIA’s fiscal 2026 annual filing reported a $4.5 billion charge related to H20 excess inventory and purchase obligations. The annual filing also said gross margin was affected by the transition from Hopper HGX systems to Blackwell full-scale data-center solutions. For Q2 fiscal 2027, NVIDIA said Hopper shipments to China were less than 1% of Data Center revenue. These are period-specific disclosures, not a complete forecast of the effect of export controls or future product transitions.
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Palantir and NVIDIA can be complementary suppliers in one deployment: NVIDIA provides computing infrastructure, while Palantir provides software for connecting data, models and operational workflows. They are not direct substitutes simply because both have an AI growth story.
In its Q3 2025 investor presentation, Palantir said NVIDIA models would be available through AIP and that Palantir’s Ontology could be deployed using NVIDIA accelerated computing. Palantir’s Q1 2026 business update described a sovereign AI operating system combining NVIDIA Blackwell Ultra hardware with Palantir software for customers with data-sovereignty, latency or geographic-distribution needs. These are company-reported partnership descriptions; they do not show that every customer deployment uses both companies’ products.
Quick Recap
A practical framework for comparing them
- Compare the layer being sold. Palantir’s evidence is about software contracts, deployment and customer expansion. NVIDIA’s is about demand for computing platforms and infrastructure.
- Keep the reporting categories separate. Palantir’s U.S. commercial and government revenues are not equivalent to NVIDIA’s Data Center segment; they describe different markets and accounting views.
- Label every period. Palantir’s latest reported quarter is a calendar Q2 2026; NVIDIA’s is Q2 of fiscal 2027. Do not treat them as the same quarter.
- Distinguish results from forecasts and commentary. Reported revenue is a realized company figure, management guidance is a forecast, and management’s account of demand is the company’s explanation—not an independent prediction.
- Consider the relevant risks. For Palantir, the comparison concerns software adoption and customer expansion. For NVIDIA, infrastructure demand must be weighed alongside supply, product transitions, export controls, competition and component costs.
- Do not infer stock returns from operating growth alone. These results describe revenue and business drivers; they do not establish future market share, customer economics, valuation or investment performance.
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