Yahoo Finance·2025-12-22 10:50Core Insights - Nvidia and Palantir have been significant players in the AI investment trend since 2023, with Palantir's shares rising over 2,600% and Nvidia's nearly 1,100% [1] - Both companies have experienced substantial growth in 2025, with Palantir increasing by 134% and Nvidia by 27% [1] Company Performance - Palantir's commercial growth for Q3 was 73%, while its government division grew by 55%, generating $633 million and $548 million in revenue respectively, leading to a combined growth of 63% [6] - Nvidia's revenue for Q3 of fiscal year 2026 rose 62% year over year, with total revenue reaching $57 billion, highlighting the massive demand for AI computing power [7] Market Position - Nvidia is recognized as the leader in AI computing hardware, primarily due to its advanced graphics processing units (GPUs), which are favored by AI hyperscalers [4] - Palantir focuses on software, particularly its AI-powered data analytics platform, which has gained traction among both government and commercial clients [5] Future Outlook - The AI buildout is expected to continue, with Nvidia projecting global data center capital expenditures to increase from $600 billion in 2025 to between $3 trillion and $4 trillion by 2030 [7]