NVIDIA's Data Center segment generated $62.31B in Q4 FY2026, up 75%, with networking surging 263% as NVLink fabrics shipped inside GB200 and GB300 racks. Non-GAAP EPS came in at $1.62, beating the $1.52 consensus. The company guided $78.0B for Q1 FY2027.
Palantir's U.S. Commercial revenue hit $595M, up 133% year over year, with adjusted EPS of 33 cents beating the 28 cent estimate. The company raised its FY2026 revenue guide to $7.66B, reflecting roughly 71% growth, driven by AIP (its software platform for enterprise decision-making) deployments across Fortune 500 and U.S. government customers.
NVIDIA is pursuing a capital-intensive strategy with $95.2 billion of supply commitments and multiyear deals with Meta, OpenAI, Anthropic, and CoreWeave, while Palantir operates capital-light with adjusted free cash flow of $925M at a 57% margin and a Rule of 40 score of 145%, historically reserved for chip companies.
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