"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. Jensen Huang told investors "Grace Blackwell with NVLink is the king of inference today", and the guide reflected it: $78.0B for Q1 FY2027, even with China Data Center compute revenue stripped out."
"Palantir followed up with Q1 2026 revenue of $1.633B, up 85% year over year, the fastest growth it has ever reported as a public company. U.S. Commercial revenue hit $595M, up 133% year over year, and adjusted EPS landed at 33 cents, beating the 28 cent estimate. Alex Karp framed it bluntly, calling Palantir "an n of 1" focused on what he calls commodity cognition. Customer count keeps climbing, and management raised the FY2026 revenue guide to $7.66B, roughly 71% growth."
"The strategic split is sharper than the headline beats suggest. NVIDIA is committing capital like a utility: $95.2 billion of supply commitments and multiyear deals with Meta, OpenAI, Anthropic, and CoreWeave. Vera Rubin is already teed up to deliver up to a 10x reduction in inference token cost versus Blackwell. Margins still expanded, with non-GAAP gross margin reaching 75.2%."
NVIDIA closed FY2026 with $215.94B in revenue and strong Data Center performance. In Q4 FY2026, the Data Center segment generated $62.31B revenue, up 75%, with networking rising 263% as NVLink fabrics shipped inside GB200 and GB300 racks. Non-GAAP EPS reached $1.62, above consensus, and guidance for Q1 FY2027 totaled $78.0B even after stripping out China Data Center compute revenue. NVIDIA’s growth is powered by Blackwell GPUs, NVLink networking, and AIP for U.S. commercial enterprises, supported by large supply commitments and multiyear deals. Palantir reported Q1 2026 revenue of $1.633B, up 85% year over year, its fastest public-company growth rate. U.S. Commercial revenue reached $595M, up 133% year over year, and adjusted EPS was 33 cents. Palantir’s customer count increased and FY2026 revenue guidance was raised to $7.66B.
Read at 24/7 Wall St.
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