Nvidia and Palantir Signal Continued AI Build-Out
Two prominent players in the AI landscape, Nvidia and Palantir, have signaled that their growth is continuing unabated. Nvidia's latest earnings report showed a significant increase in revenue to $96.2 billion, driven by strong data center sales of $89 billion. The company attributes this growth to its ACIE group, which includes AI clouds, industrial customers, and enterprises. Palantir reported…
Key points
- Nvidia's revenue grew to $96.2 billion
- Palantir reported a 93% year-over-year revenue growth to $1.9 billion
- Micron Technology is benefiting from AI data center demand for HBM
The story so far
4 episodes →- Nvidia and Palantir Signal Continued AI Build-Outthis story
Nvidia and Palantir confirmed the AI build-out continues
fool.com · 10 September 2026
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This text was published by fool.com and written by Adam Spatacco. It is reproduced here with attribution so you can read it in full; the rights remain with the publisher. Read it at the source ↗
Coverage and discussion
5sources- Michael Burry Just Said 7 Words Dismissing AI After Slowdown Fears: "There Is Nothing AI to Slow Down." Should Investors Trust His Nvidia and Palantir Shorts?Press · finance.yahoo.com ·
- Palantir and Nvidia Emerge as Key Players in Government AI ModernizationPress · finance.yahoo.com ·
- AI Extinction Fears Could Crush Nvidia’s $1.3 Trillion Growth Engine, but Don’t Panic Sell Just YetPress · finance.yahoo.com ·
- Palantir stock may win even if AI boom slows: why Wall Street sees 50% upsidePress · invezz.com ·
The headline, key points and digest above were generated by Digest AI's editorial model from the linked sources. Automated summaries can contain errors: the sources are the record. Spotted a mistake? Tell us. Published by Martin K., who runs Digest AI and handles corrections.
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