In 2024, Nvidia’s revenue soared to $130.5 billion, with AI-driven data center sales accounting for nearly 80% of its growth, reflecting a 93% year-over-year increase. Its CUDA software ecosystem further cements its dominance, creating a high barrier to entry for competitors like AMD or Intel.

Year to date, Nvidia ( NVDA 1.69%) stock has returned 2%, while Palantir Technologies ( PLTR 0.20%) stock has advanced 72%. But forecasts from Wall Street analysts suggest that investors should buy one and sell the other.

Lastly, Nvidia delivered where it counts. After reporting $27 billion in full-year sales in fiscal 2023, its revenue skyrocketed to $130.5 billion in fiscal 2025. In the current fiscal year, the consensus of nearly five-dozen analysts is almost $200 billion in sales.