"Nvidia's quarter was defined by the pull of its Blackwell architecture. Data Center revenue reached $62.31 billion, up 75% year-over-year, representing 91.5% of total revenue. The standout was networking: Data Center Networking grew 263% year-over-year to $10.98 billion, driven by NVLink fabric deployments in GB200 and GB300 systems."
"Palantir's U.S. commercial segment is accelerating at a rate that has forced analysts to rethink how they categorize the company. U.S. commercial revenue hit $507 million in Q4 2025, up 137% year-over-year, while total contract value closed reached a record $4.26 billion, up 138% year-over-year."
"Nvidia's forward guidance sets the scale of ambition: Q1 FY2027 revenue is expected at approximately $78 billion, though that figure excludes Data Center compute revenue from China following $4.5 billion in H20 charges hit Q1 FY2026."
"Palantir carries its own structural concern: stock-based compensation totaled $684 million in FY2025, rising each quarter, creating dilution pressure even as GAAP profitability improves. Palantir's Rule of 40 score reached 127% reflects genuine operating leverage, but the stock-based compensation trajectory deserves scrutiny."
Nvidia reported Q4 revenue of $68.13 billion, a 73.2% increase year-over-year, while Palantir's revenue reached $1.41 billion, up 70%. Nvidia's Data Center revenue was $62.31 billion, driven by its Blackwell architecture and a 263% growth in Data Center Networking. Palantir's U.S. commercial segment grew 137% to $507 million, with total contract value at $4.26 billion. Nvidia's Q1 FY2027 revenue guidance is approximately $78 billion, while Palantir faces stock-based compensation concerns despite a strong Rule of 40 score of 127%. Valuation differences are significant, with Nvidia's forward P/E at 22x.
Read at 24/7 Wall St.
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