Fact CheckThe Capex Flip: Nvidia vs. Palantir
Most analysts would expect something in the 40s or 50s, but the reality is **127**. Driven by a 137% explosion in US Commercial revenue and 57% margins, Palantir hit a number that shouldn't exist in finance. This number proves AI is no longer a science project. Companies are done experimenting and are now extracting hard cash from the technology. This divergence—Nvidia down, Palantir up—signals a massive regime change in how Wall Street values Artificial Intelligence.