Posted on 11/30/2025 10:41:46 AM PST by SeekAndFind
Profitability soared alongside it, with adjusted EPS climbing 60% and margins reaching an impressive 73.4%.
Nvidia’s blowout quarter confirms AI demand is still accelerating.
Palantir’s AIP adoption is surging as enterprises operationalize AI.
Multiple simultaneous computing shifts are fueling a long-lasting AI boom.
Most striking was Nvidia’s data-center performance. Revenue from this segment hit $51.2 billion, up 66% year over year. That growth reflects real hardware orders from cloud providers, sovereign AI buyers, and large enterprises racing to scale their training infrastructure.
Supply-chain analysts note that Blackwell-generation GPUs are being pre-ordered a year in advance, and hyperscalers are running into power-grid constraints before chip supply constraints. In other words, demand is outpacing even the industry’s ability to build data centers.
CEO Jensen Huang made it clear what’s driving this is “off the charts” demand for Blackwell processors and a market where “GPUs are sold out.”
The notion that AI enthusiasm is cooling doesn’t hold up in the face of numbers like these.
While Nvidia supplies the hardware, companies still need a way to integrate AI into operations, across supply chains, fraud detection, logistics, defense systems, and back-office processes. That’s where Palantir’s Artificial Intelligence Platform comes in.
Palantir’s recent results show just how quickly that need is scaling. Total revenue grew 63% year over year to $1.18 billion, and adjusted earnings more than doubled. Contract value surged 151%, setting the foundation for future quarters.
The U.S. commercial division, where AIP adoption is most visible, is growing even faster. Revenue rose 121%, and customer count expanded 65%. Contract value climbed an extraordinary 342%, a sign that companies are not just experimenting with AI, but committing to multi-year deployments.
Palantir says many AIP rollouts now show measurable ROI in under 90 days, which is shockingly fast for enterprise software, and one of the reasons Jensen Huang publicly called Palantir’s enterprise ontology “the single most important enterprise stack in the world.”
Nvidia’s growth reflects the build-out of AI infrastructure. Palantir’s growth shows how that infrastructure is actually being used.
Nvidia’s results illustrate a nuanced reality. As Huang put it, the world is undergoing three fundamental computing shifts at the same time: the move from CPUs to GPUs, the rise of generative AI, and the emergence of agentic and physical AI systems that act with increasing autonomy.
Any one of these transitions would require massive investment. All three happening simultaneously is unprecedented. That’s why power-grid upgrades, data-center construction, and optical-networking demand are hitting levels the industry hasn’t seen in decades. These are signs of a platform shift.
Palantir isn’t cheap. Enterprise AI spending is expected to jump from roughly $200 billion today to well over $1 trillion within the next decade.
Palantir CEO Alex Karp has openly discussed the potential for a tenfold increase in revenue, an ambitious target, but not impossible given current adoption trends. Still, the stock will likely remain volatile.
Nvidia’s record-breaking quarter validated the broader AI investment cycle. Demand isn’t slowing. Infrastructure spending is accelerating. And organizations building on top of that new infrastructure need someone to help them connect their data, deploy models, and extract real ROI.
That’s exactly where Palantir shines. A decade from now, Nvidia may remain the backbone of AI hardware. But if Palantir becomes the backbone of enterprise AI decision-making, its upside could be even more dramatic. For investors willing to ride out volatility, it remains one of the most compelling long-term opportunities in the market.
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There are still a lot more jobs to destroy.
RE: There are still a lot more jobs to destroy.
So, all those trillions of dollars of investments that Trump has negotiated with foreign companies and countries to establish in the USA are going to destroy jobs? Or are these going to CREATE jobs here?
There is an AI bubble only because some traders think there has to be one, so they panicked.
Firing workers and hiring programmers from India to keep AI limping along ,LOL
It is my understanding that for what Amazon is planning to spend on AI it could hire 400,000 professors at $250K/year each.
AI policing in streets and stores will need cheap chips, otherwise they’ll be stolen.
AI weeders, pickers and mowers will need cheap chips.
AI weapons will be a smaller market, and those chips should be suitable for military use.
AI is going to create enormous numbers of jobs for decades to come
More jobs than it eliminates
Palantir has an incredible entry program.
It is called the Meritocracy Fellowship that recruits high school graduates directly to work for the company. Their aim is to avoid the indoctrination from colleges and universities, and attract minds that have not been polluted with anti-Americanism.
The first few months are a crash course in Western Civilization. Much of it may not be taught in many high schools. Then, the recruits are placed on the job. They are looking for free thinkers / self-starters willing to learn.
Sounds like something that is really needed.
“It is my understanding that for what Amazon is planning to spend on AI it could hire 400,000 professors at $250K/year each.”
Computers or Commies.
Decisions, decisions...
The AI boom is going to bust. The problem is, it will take almost everything else with it. When you finally realize the above statement is true, reply here to apologize for not believing it.
Tulips with high upfront costs and very high power costs to feed them.
They were shorting.
Using “the Internet” as a training source for LLMs is the epitome of “garbage in, garbage out”.
Even worse, these models generate ever more flavors of garbage and vomit it back into the Internet. The ultimate result will be that the Internet will become nearly useless as an information resource (even more than Google managed to do on it’s own). And that will make the resulting models that much more useless.
Palantir has an incredible entry program.
It is called the Meritocracy Fellowship that recruits high school graduates directly to work for the company. Their aim is to avoid the indoctrination from colleges and universities, and attract minds that have not been polluted with anti-Americanism.
Xxxxxxxxxxxxx
Makes a lotta sense to start a great career with ZERO student loan debt service
Having deja vu of 2007...
The use of the word "create" is generally meritless in the context you proposed.
RE: The use of the word “create” is generally meritless in the context you proposed.
OK, let me put it another way, will there be more Americans hired for new jobs because of these trillions of dollars of investments?
Not really, no. The use of the word “new” is generally meritless in the context you proposed.
What these AI job "investments" are doing is in the very gimmicky "job shift" scenario. That is, AI is in fact a job destroyer - where a human used to be doing some job now this machine is doing this same job. But what if you could pull jobs out of some foreign country and those jobs come to the U.S? Sure, an American would be hired at a now insourced job but its not a new job and there's an overall net-loss of jobs that needs to be considered.
The poor man might be inclined to say he got a new shirt at the Salvation Army thrift shop. We all know - that's not a new shirt. It's just "new" to him. His use of the word “new” is generally meritless in the context of the thrift shop.
It just is.
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