# Nvidia and Palantir Signal Continued AI Build-Out

Digest AI · Business & Funding · published 2026-09-10T12:04:00Z · updated 2026-09-15T22:55:00Z

Canonical: https://digestai.news/story/nvidia-and-palantir-signal-continued-ai-build-out

## Summary

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 an impressive 93% year-over-year revenue growth to $1.9 billion in the second quarter. Both companies have indicated that their respective software platforms are being widely adopted by Fortune 500 companies for daily operations. The article highlights Micron Technology as a key upstream company benefiting from this AI infrastructure expansion, with its high-bandwidth memory (HBM) becoming increasingly critical due to the surge in AI data center demand. This is leading to better pricing and supply conditions for Micron, potentially justifying higher valuations despite current market expectations.

## 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

## Why it matters

The continued growth of Nvidia and Palantir in the AI space underscores the expanding infrastructure needs, particularly for high-bandwidth memory (HBM), which Micron is a key supplier. This could lead to higher valuations for Micron as its role becomes more critical.

## Sources

1. [Nvidia and Palantir confirmed the AI build-out continues](https://fool.com/investing/2026/09/10/not-nvidia-not-palantir-this-might-be-septembers-m) (fool.com, 2026-09-10)
2. [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?](https://finance.yahoo.com/technology/ai/articles/michael-burry-just-said-7-055500606.html) (finance.yahoo.com, 2026-09-15)
3. [Palantir and Nvidia Emerge as Key Players in Government AI Modernization](https://finance.yahoo.com/technology/ai/articles/palantir-nvidia-emerge-key-players-204205272.html) (finance.yahoo.com, 2026-09-15)
4. [AI Extinction Fears Could Crush Nvidia’s $1.3 Trillion Growth Engine, but Don’t Panic Sell Just Yet](https://finance.yahoo.com/technology/ai/articles/ai-extinction-fears-could-crush-113002488.html) (finance.yahoo.com, 2026-09-15)
5. [Palantir stock may win even if AI boom slows: why Wall Street sees 50% upside](https://invezz.com/news/2026/09/14/palantir-stock-may-win-even-if-ai-boom-slows-why-wall-street-sees-50-upside) (invezz.com, 2026-09-13)

Part of the developing story: [AI Chip War Escalates Across Industry](https://digestai.news/thread/nvidia-targets-cpu-market-grace-cpus-generate-5b-in-sales) (4 stories)

## Cite

Digest AI, "Nvidia and Palantir Signal Continued AI Build-Out", 10 September 2026, https://digestai.news/story/nvidia-and-palantir-signal-continued-ai-build-out

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