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Clear out junk files and repair common Windows errorsFree Scan →Fix the driver behind crashes, sound loss and screen glitchesFind Drivers →Palantir sells enterprise and government software for organizing data, connecting AI models to business operations, and building workflows. NVIDIA sells accelerated-computing platforms—including chips, systems, networking, and software—that provide infrastructure for AI training and inference, as well as products for gaming, professional visualization, and automotive.
The latest reported quarters show rapid growth at both companies, but not in equivalent businesses or periods. Palantir reported $1.935 billion in revenue for Q2 2026, the quarter ended June 30, 2026, up 93% year over year. NVIDIA reported $96.2 billion for Q2 fiscal 2027, ended July 26, 2026, up 106%. NVIDIA’s quarterly revenue was roughly 50 times Palantir’s, but the quarters have different end dates and their reporting categories are not directly comparable.
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What each company sells
The most useful comparison is between different layers of the AI economy. Palantir helps organizations put data, software, and operational decisions into connected workflows. NVIDIA supplies computing platforms used to build and run AI systems. They can be part of the same deployment rather than direct substitutes: a customer might use NVIDIA infrastructure and Palantir software together.
| Comparison | Palantir | NVIDIA |
|---|---|---|
| Core offer | Enterprise and government software platforms and related services | Accelerated-computing platforms, including chips, systems, networking, software, and developer tools |
| AI role | Connects models to organizational data, tools, and operational workflows | Provides infrastructure and software for AI training and inference |
| Latest reported quarter | Q2 2026, ended June 30, 2026 | Q2 fiscal 2027, ended July 26, 2026 |
| Quarterly revenue | $1.935 billion, up 93% year over year | $96.2 billion, up 106% year over year |
| AI-associated revenue evidence | U.S. commercial: $764 million, up 149%; U.S. government: $809 million, up 90% | Data Center: $89.0 billion, up 117% |
These are company-reported figures: Palantir’s U.S. commercial and government categories are not equivalent to NVIDIA’s Data Center business. The growth percentages provide context about each company’s latest reported results, not a like-for-like test of which business is stronger.
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How Palantir’s AI business works
Software for data and operations
Palantir’s 2025 Form 10-K describes four principal platforms: Gotham, Foundry, Apollo, and the Artificial Intelligence Platform (AIP). Foundry supports data management, logic, modeling, analytics, and workflow development. Its Ontology represents connected real-world entities and processes so organizations can use data in operational applications. Gotham serves government and other customers with complex operational needs, while Apollo coordinates software delivery and updates across cloud and other environments.
AIP connects models to customer workflows
AIP provides secure connections to third-party large language models, along with tools for AI-enabled agents and automations, applications, evaluation, and governance. In practical terms, Palantir’s role is to help organizations apply models to their own data and processes. Palantir does not thereby become the maker of every model connected through AIP, and the company does not report AIP as a standalone revenue segment in the cited results.
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Palantir generally sells software through customer contracts, commonly one to five years in length, and recognizes revenue over the contract term. Its growth therefore reflects software adoption and customer revenue expansion, not sales of the underlying AI chips.
What is driving Palantir’s reported growth
Palantir’s August 3, 2026 release reported Q2 2026 revenue growth of 93% year over year. U.S. commercial revenue grew 149% to $764 million, commercial revenue overall grew 110%, and U.S. government revenue grew 90% to $809 million. Its Q2 10-Q says revenue growth included expansion from existing customers as well as other changes in customer revenue. Management pointed to demand for AIP and sovereign AI as relevant context, but the reported figures do not isolate how much revenue AIP generated.
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Palantir raised its full-year 2026 revenue growth guidance to 82%. That is management’s forward-looking forecast, not a realized result. For longer-term context, Palantir reported $4.5 billion in revenue for fiscal 2025, up 56% from 2024. The annual figure is not directly comparable to a single quarter.
How NVIDIA’s AI business works
Accelerated computing, not just chips
NVIDIA’s AI offer spans processors, complete systems, networking, software libraries and platforms, and developer tools. Its Data Center business is the clearest reported measure of AI-infrastructure demand in the latest quarter, but NVIDIA is not only a chip business: it also reports Gaming, Professional Visualization, and Automotive businesses.
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Data Center is the latest reported growth engine
In its filing for Q2 fiscal 2027, NVIDIA reported $89.0 billion of Data Center revenue, up 117% year over year, out of $96.2 billion in total revenue. The company attributed Data Center growth to the ramp of Blackwell Ultra infrastructure and cited demand from hyperscalers, AI-native companies, enterprises, and sovereign customers. That is the company’s explanation of its results, not an independent forecast that the pace will continue.
NVIDIA’s fiscal 2026 annual report provides a wider view of its business. For the year ended January 25, 2026, it reported $215.9 billion in revenue, up 65%. Gaming grew 41%, Professional Visualization 70%, and Automotive 39%. NVIDIA cited Blackwell demand and the DGX Spark launch as contributors to Professional Visualization growth, and adoption of its self-driving platforms as a driver for Automotive. These annual results help show why its full-company revenue should not be treated as synonymous with AI chips or Data Center.
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What the growth figures do—and do not—show
Compare the drivers, not just the percentages
- Palantir: The latest release shows growth across U.S. commercial and government revenue, with expansion from existing customers among the factors described in its filing. Its commercial and government figures concern customer revenue from software and related services.
- NVIDIA: The latest filing shows Data Center as the dominant reported growth engine, tied by the company to infrastructure demand and the Blackwell Ultra ramp. That category concerns a platform business, not a direct counterpart to Palantir’s U.S. customer categories.
- Scale: NVIDIA’s reported quarterly revenue was roughly 50 times Palantir’s in these latest available reports. The comparison spans different fiscal periods and business mixes; it says nothing by itself about valuation, margins, customer economics, or future returns.
- Outlook: Palantir supplied an 82% full-year 2026 revenue-growth forecast. NVIDIA’s Q2 filing describes current-period conditions and demand drivers; a past-quarter outlook should not be presented as a current forecast.
Risks and execution factors differ
For Palantir, the relevant business questions include whether customer adoption and expansion continue, and how effectively the company converts deployments into contracted revenue. Its Q2 growth figures and guidance do not establish that future growth will match the reported quarter or forecast.
NVIDIA’s results depend on continued customer investment in AI infrastructure, but also on supply, product transitions, export controls, competition, and component costs. Its fiscal 2026 annual report said the transition from Hopper HGX systems to Blackwell full-scale data center solutions affected gross margin and disclosed a $4.5 billion H20 excess-inventory and purchase-obligations charge. In Q2 fiscal 2027, NVIDIA said Hopper shipments to China were less than 1% of Data Center revenue for that quarter. Those details describe specific periods and should not be generalized into a permanent margin or revenue effect.
How the companies can work together
Their relationship is not purely competitive. In a Q3 2025 investor presentation, Palantir said NVIDIA models would be available through AIP and that Palantir’s Ontology could be deployed using NVIDIA accelerated computing. Palantir’s Q1 2026 business update described a sovereign AI operating system pairing NVIDIA Blackwell Ultra hardware with Palantir software, aimed at needs such as data sovereignty, latency, or geographic distribution.
Do these 3 things before closing this tab:
1Scan for outdated or missing drivers - takes under a minute2Clear out junk files and repair common Windows errors3Fix the driver behind crashes, sound loss and screen glitchesThose are company-reported partnership examples, not proof that every customer uses both products or that the companies have interchangeable offerings. They illustrate the distinction: NVIDIA can supply the computing platform, while Palantir provides software that connects AI capabilities to organizational data and operations.
Quick Recap
A practical way to compare them
- For Palantir, follow customer adoption and expansion, commercial and government revenue, contract execution, and whether management’s guidance is met.
- For NVIDIA, follow Data Center demand, infrastructure ramps, supply and product transitions, and the contribution of its other reported businesses.
- For both, check the fiscal period, revenue category, and whether a figure is a realized result or forward-looking guidance before comparing growth rates.
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