The market had a fever, and Palantir was the thermometer. For those who’ve been watching the stock, the last couple of years haven’t been a ride – it’s been a freefall with occasional updrafts. They deal in data, these people, and lately, that data’s been whispering about artificial intelligence. Twenty years they’ve been at it, and when the AI boom hit, they weren’t scrambling – they were already building the scaffolding. They call it AIP. Sounds like a cough syrup, but it’s a system for making sense of the noise, for turning information into something resembling a profit.
The stock jumped, of course. A 1,490% climb will do that to a ticker symbol. But a big number attracts attention, and attention breeds skepticism. Investors want more than just a chart that looks like a rocket launch. They want to know if this thing has legs, or if it’s all hot air.
Nvidia’s latest earnings report didn’t leave much room for doubt. The numbers were…substantial. The kind that make accountants blush and CEOs grin. It wasn’t just good news for Nvidia shareholders; it was a signal flare for anyone paying attention to the AI landscape.
The Bottom Line
Nvidia posted revenue of $68.1 billion. A record. Seventy-three percent up year over year. Earnings per share climbed 82% to $1.62. Analysts expected less. They usually do. The real story wasn’t the headline numbers, though. It was where that money was coming from. Data centers. Chips for cloud computing and, you guessed it, AI. The demand is a hungry beast, and Nvidia is feeding it.
What It Means for Palantir
Nvidia is the canary in the coal mine, the bellwether, the guy who knows which way the wind is blowing. They control 92% of the data center GPU market. That’s not a market share; it’s a monopoly in the making. And they’re seeing continued growth. Seventy-three percent is impressive, but it’s on top of 78% growth from the previous year. That suggests this isn’t a fleeting trend. This is a fundamental shift in how business gets done.
Palantir’s fourth-quarter revenue surged 70%. Adjusted EPS jumped 78%. Numbers that make a broker’s eyes light up. But the real story, as always, is in the details. The U.S. commercial segment, fueled by AIP, is the engine driving this growth. Revenue up 137%. Customer numbers up 64%. That’s not just growth; that’s acceleration.
Total contract value soared 67% to $1.34 billion. Remaining performance obligation jumped 143% to $4.21 billion. They’re not just selling software; they’re locking in future revenue. That’s a smart play, especially in a market as volatile as this.
The demand for Nvidia’s GPUs is a clear signal. The problem most companies face isn’t a lack of technology; it’s a lack of expertise. They have the tools, but they don’t know how to use them. Palantir solves that problem. They provide the training, the support, the “boot camps” to get executives and developers up to speed. It’s a consulting play disguised as a software company.
The valuation is…ambitious. Seventy-three times next year’s earnings. It’s a steep price to pay for anything, even a company with Palantir’s potential. Some will call it egregious. Chamath Palihapitiya argues it’s justified. He claims Palantir has no real competition. He might be right. Or he might be a man who likes to talk his book. The truth, as always, is somewhere in between.
If Palantir can maintain its current growth rate, that valuation might look cheap in five or ten years. CEO Alex Karp is talking about 10X revenue. It’s a bold claim, but they’re off to a solid start. At this pace, they might just pull it off.
I’m not selling my shares anytime soon. For those who haven’t bought in yet, a small position or dollar-cost averaging might be the way to go. This isn’t a stock for the faint of heart. But for those who are willing to take a risk, the potential rewards could be substantial. Just remember, in this game, the house always has an edge. And sometimes, the only way to win is to know when to walk away.
Read More
- 2025 Crypto Wallets: Secure, Smart, and Surprisingly Simple!
- Gold Rate Forecast
- Brown Dust 2 Mirror Wars (PvP) Tier List – July 2025
- HSR 3.7 story ending explained: What happened to the Chrysos Heirs?
- Gay Actors Who Are Notoriously Private About Their Lives
- Games That Faced Bans in Countries Over Political Themes
- ETH PREDICTION. ETH cryptocurrency
- USD PHP PREDICTION
- Uncovering Hidden Groups: A New Approach to Social Network Analysis
- The 10 Most Beautiful Women in the World for 2026, According to the Golden Ratio
2026-02-26 11:03