"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."
"Palantir's quarterly revenue reached $1.41 billion, up 70% YoY, powered by a U.S. commercial segment that grew 137% YoY to $507 million."
"Nvidia carries $95.2 billion in total supply commitments and depends on Taiwan Semiconductor for manufacturing, presenting both a competitive moat and concentration risk."
"Palantir spent just $13.3 million in capex during Q4, indicating a lower capital intensity compared to Nvidia's significant investments."
Nvidia reported fourth quarter revenue of $68.13 billion, a 73.2% increase year-over-year, driven by its Data Center segment. Palantir's quarterly revenue reached $1.41 billion, up 70% YoY, with significant growth in its U.S. commercial segment. Nvidia's capital intensity is high, with $95.2 billion in supply commitments, while Palantir's capex was only $13.3 million. The future of enterprise AI spending is crucial for both companies, as Nvidia faces risks from China export controls and Palantir deals with stock-based compensation concerns.
Read at 24/7 Wall St.
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