- AMD stock surged 142% YTD while Palantir dropped 27%, despite Palantir growing revenue nearly twice as fast as AMD's 38%.
- Palantir closed 206 deals over $1 million as AIP transitions from bespoke consulting to a repeatable enterprise sale, driving U.S. commercial revenue up 133%.
- AMD's concrete hyperscaler customers and forward P/E near 77 look cleaner than Palantir's stretched price-to-sales of 53, making AMD the preferred AI play.
- Data Center alone contributed $5.775 billion at +57%.
- Lisa Su told investors that 'Customer engagement around MI450 Series and Helios is strengthening, with leading customer forecasts exceeding our initial expectations.'
- Palantir grew faster off a smaller base, up 84.71%, with U.S. Commercial exploding 133% to $595 million.
- AMD posted revenue of $10.253 billion, up 37.85% YoY, with Data Center alone contributing $5.775 billion at +57%.
AMD's stock surged 142% YTD while Palantir's dropped 27%, despite Palantir's revenue growth of 84.71% compared to AMD's 38%. AMD's revenue reached $10.253 billion, with the Data Center contributing $5.775 billion at a growth rate of 57%.
Palantir, on the other hand, closed 206 deals over $1 million, indicating a shift from bespoke consulting to a more sustainable enterprise sales model, driving U.S. commercial revenue up 133% to $595 million.2
AMD's CEO, Lisa Su, stated, “Customer engagement around MI450 Series and Helios is strengthening, with leading customer forecasts exceeding our initial expectations.” Meanwhile, Palantir's Alex Karp noted that the company’s Rule of 40 score has soared to 145%.
Despite Palantir's impressive growth, analysts suggest that AMD's forward P/E near 77 and concrete customer base make it the more attractive investment. Palantir's price-to-sales ratio sits near 53, raising concerns about its valuation amidst a $201.6 million stock-based compensation bill.
Investors are left to decide which stock offers the better long-term potential as both companies navigate the competitive AI landscape.
“AMD's data center revenue hit $5.775 billion, up 57% YoY, while Palantir's U.S. commercial revenue surged 133% to $595 million. CEO Alex Karp noted Palantir's Rule of 40 at 145%, and CEO Lisa Su said customer engagement for MI450 and Helios is strengthening with Meta's 6-GW Instinct deal.”
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