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Palantir & Nvidia: Finally, Some Actual AI Numbers That Don't Stink
Okay, let's be real. For months, all we've heard is hype, promises, and vaporware about AI. But Q3 2025 is painting a different, dare I say, real picture. Palantir, the company everyone loves to hate (or loves to love, depending on which echo chamber you're in), just dropped a bomb with their Q3 numbers: $1.18 billion in revenue, up 63% year-over-year. And get this: their U.S. commercial segment more than doubled, up 121%.
Is this the singularity? Nah. It's just… growth. Actual, tangible growth. Maybe all that AI snake oil is finally starting to pay off.
Big Tech's Insane Spending Spree
But here's the kicker. It's not just Palantir. Nvidia's CEO, Jensen Huang, casually mentioned a $500 billion backlog for their Blackwell and next-gen Rubin chips. Half a TRILLION dollars. Seriously? And Amazon, Microsoft, Alphabet, and Meta are planning to collectively drop $380 billion on capex this year alone, mostly on data centers to fuel this AI beast. Another typo, I mean another increase is planned for 2026 offcourse.
That's not an investment; that's a freakin' arms race. Are they building Skynet? Are we all going to be replaced by emotionless chatbots? I mean, I already feel like half the internet is written by bots, so maybe we're already there.
And Nvidia? Let's not forget they're raking in the dough selling the shovels in this gold rush. Their stock is up 1,320% since the AI boom kicked off. It's insane. But, good for them I guess.
Is This AI Thing *Actually* Happening?
For a while there, I was starting to think this whole AI thing was just another overhyped tech bubble, ready to burst any second. You know, like crypto, or the metaverse... But these numbers are hard to ignore. Palantir's TCV soaring 342% to $1.3 billion? RPO up 66% to $2.6 billion? Those ain't small potatoes. According to Palantir CEO Alex Karp Just Delivered Incredible News for Nvidia Stock Investors - The Motley Fool, this growth is a positive sign for Nvidia stock investors.
But wait... what exactly are these companies doing with all this AI? Are they actually improving our lives, or just figuring out new ways to sell us stuff we don't need? Because let's be honest, most of the AI "innovations" I've seen are just slightly better versions of existing annoyances.
And let's talk about Nvidia's dominance for a second. A 92% market share in data center GPUs? That's not a market; that's a monopoly. Is that healthy? Is anyone even trying to compete? Or are we just handing them the keys to the AI kingdom?
So, What's the Real Story?
Look, I ain't gonna lie. These numbers are impressive. They suggest that, despite all the hype and BS, there's something real happening here. AI isn't just a buzzword; it's becoming a fundamental part of the tech landscape. But that doesn't mean we should just blindly accept it. We need to ask tough questions, demand transparency, and make sure this technology is used for good, not just for lining the pockets of a few tech giants. Then again, maybe I'm just yelling at clouds.
