This video analyzes Nvidia (NVDA) and Palantir (PLTR), framing Nvidia as "the engine" producing GPU hardware and Palantir as "the operating system" using software to leverage Nvidia’s hardware capabilities. The analysis states two companies have been driving the AI explosion. Nvidia's revenue has been stellar. Fiscal year 2025, guidance pointed revenue around $130.5 billion, and a 114% increase year over year. The data center segment had revenue up 142%. Nvidia's Q4 GAAP gross margins were around 75%. The video talks about the challenges for Palantir, there’s a limited business model and their scalability isn’t as good as compared to other AI companies. The best-case scenario for Palantir is their potential to upgrade the air traffic control systems with Foundry capabilities. The estimated stock growth in the next 10 years is for NVDA having a 200-300% increase, where PLTR is 250-500%.