Nvidia vs Palantir: Which AI Stock is a Long-Term Buy?

How bash they basal against each other? While Nvidia remains the biggest beneficiary of AI, Palantir isn't acold behind. Which is simply a amended semipermanent buy?

• Nvidia (NVDA) reported Q4 FY2026 gross of $68.13B, up 73% year-over-year, with Data Center gross reaching $62.31B (up 75% YoY) and Data Center Networking surging 263% to $10.98B driven by Blackwell and NVLink deployments.

• Palantir Technologies (PLTR) posted Q4 2025 gross of $1.41B, up 70% year-over-year, with U.S. commercialized gross hitting $507M (up 137% YoY) and full declaration worth reaching a grounds $4.26B (up 138% YoY).

• Nvidia’s durable escaped currency travel procreation of $96.58B annually and diversified hyperscaler request warrant a 22x guardant P/E multiple, portion Palantir’s 116x guardant valuation prices successful sustained U.S. commercialized acceleration exceeding 115% maturation done 2026 with minimal execution margin.

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Nvidia's 4th was defined by the propulsion of its Blackwell architecture. Data Center gross reached $62.31 billion, up 75% year-over-year, representing 91.5% of full revenue. The standout was networking: Data Center Networking grew 263% year-over-year to $10.98 billion, driven by NVLink cloth deployments successful GB200 and GB300 systems.

Palantir's U.S. commercialized conception is accelerating astatine a complaint that has forced analysts to rethink however they categorize the company. U.S. commercialized gross deed $507 cardinal successful Q4 2025, up 137% year-over-year, portion full declaration worth closed reached a grounds $4.26 billion, up 138% year-over-year.

Nvidia's guardant guidance sets the standard of ambition: Q1 FY2027 gross is expected astatine astir $78 billion, though that fig excludes Data Center compute gross from China pursuing $4.5 cardinal successful H20 charges deed Q1 FY2026.