Prediction: This Artificial Intelligence (AI) Data Center Stock Will Be Worth More Than Palantir by 2030

Core Insights - Palantir has become a significant player in the software industry, driven by demand for its artificial intelligence platforms [1] - The stock has increased by 82% in 2025, making it the top performer in the S&P 500 index [2] - Analysts have differing views on Palantir's future, with some predicting it could reach a trillion-dollar valuation by the end of the decade [3] Valuation Concerns - Current valuation multiples for Palantir are significantly higher than those seen during the dot-com bubble [4] - A large-scale valuation normalization is anticipated for Palantir [4] Product Development - Palantir's breakthrough product, the Artificial Intelligence Platform (AIP), was launched in April 2023 and targets both private and public sectors [6] - AIP helps businesses create detailed visualizations of their operations, aiding executive decision-making [7] Customer Growth - Palantir's customer base is expanding rapidly, particularly in the commercial sector, reducing its reliance on public sector contracts [9] Competitive Landscape - CoreWeave, a cloud-based infrastructure provider, is positioned to outperform Palantir in the AI space [10] - CoreWeave offers access to Nvidia GPU architectures, with a projected $6.7 trillion expected to be spent on AI infrastructure by 2030 [11] Future Trends - The focus of AI investment is shifting towards infrastructure, with major cloud providers expected to increase spending [13] - CoreWeave is already collaborating with leading companies in the sector, indicating strong future growth potential [13] Financial Projections - CoreWeave is projected to generate more revenue than Palantir this year, despite Palantir's market capitalization being $326 billion, nearly four times that of CoreWeave [17] - Analysts expect CoreWeave's revenue to triple and achieve profitability within two years, while Palantir's growth is expected to be slower [17][18] Market Sentiment - There is a belief that Palantir's current market sentiment may not align with its actual growth, potentially leading to a sell-off by investors seeking better opportunities [19] - CoreWeave's stock is currently viewed as overbought, with a nearly 300% increase since its IPO, suggesting a cautious approach to investment [21]