Group 1 - Nvidia and Palantir Technologies have emerged as leading beneficiaries of the AI revolution, with Nvidia focusing on AI chip sales and Palantir on AI software applications [1][2] - Both companies have experienced double-digit revenue growth and strong profitability, attracting significant investor interest and driving stock returns [2] - Nvidia's revenue reached a record of over $130 billion last year, with a gross margin consistently above 70%, highlighting its dominance in the AI chip market [5][4] Group 2 - Palantir specializes in data aggregation and analysis software, with its AI system, Artificial Intelligence Platform (AIP), enhancing its offerings [6][7] - Palantir has seen substantial growth in both government and commercial sectors, particularly in commercial customers, which were previously a smaller part of its business [7][8] - The focus on AI has significantly boosted Palantir's revenue potential, reflecting a successful pivot towards AI-driven solutions [7]
If You'd Invested $10,000 Each in Nvidia and Palantir 5 Years Ago Here's How Much You Would Have Now