The advent of artificial intelligence (AI) has made the giant semiconductors NVIDIA Corporation NVDA and data data specialist Palantant Technologies Inc. Pltr Wall Street Darlings, with their shares of massive gains. But this year, Nvidia’s shares fell by 15.1%, while Palantir shares gained 21.5% in the midst of Trump prices. Does this mean that Palantant has more growth potential and attractive investment? Let’s explore –
Image source: Zacks Investment Research
The share of Nvidia by more than 80% on the growing market of the graphics processing unit (GPU) gives the company a competitive advantage over its peers. Among the developers, the Cuda de Nvidia software platform is more requested than Advanced Micro Devices, IncThe AMD ROCM software platform. Change is unlikely due to the complexity of infrastructure transitions.
There is a crazy demand for the new and older chips of Nvidia. New generation Blackwell fleas with faster AI interfaces are popular among eminent technological companies. Meanwhile, the oldest hopper chips have maintained regular demand because of their superior quality compared to the rival Intel Corporation Intc.
The expenditure of the AI data center also increases, a boon for Nvidia. The main cloud computing actions are about to invest nearly $ 250 billion in the IA data center infrastructure, buying GPUs to meet the growing demand for IA workloads.
For the moment, Microsoft Corporation MSFT, one of NVIDIA’s main customers, has reduced some of the data center projects. However, competitors Amazon.com, inc. Amzn and Alphabet Inc. Googl intervened to fill the gap for Nvidia.
The Artificial Intelligence platform of Palantir (AIP) was a great success among existing and new customers because of its ability to automate tasks beyond human capacity. AIP helps its customers decode complex information by applying a generative AI in decision -making workflows.
Of International Data Corp. In Forrester Research, the prowess of the AIP were greeted by all. Palantre experienced a 43% increase in the number of customers in the fourth quarter, thanks to the popularity of the AIP. Its customers have extended to the private sector beyond government customers, increasing income growth.
The company’s revenues increased by 36% in the fourth quarter, Palantant expecting revenues to increase from 31% from one year to the next during the current year. In addition, the remaining performance obligation of the company in the fourth quarter has exceeded the growth of current income, indicating strong growth to come.
Domination in the GPU market, the persistent demand for fleas and an increase in IA infrastructure expenses should help the long -term NVIDIA stock.