Since May 2023, PLTR outperforms NVDA by a wide margin.
Disclosure: Owned both. Regrettably, own more NVDA, 3:1 in dollar term.
Past post dated May 2023. Understanding a company is not that easy 
Xi wants Chinese companies to use chips from domestic companies such as Huawei, which could help the Chinese chip companies catch up with Nvidia in a technological sense. The Information reports that the Chinese government sees the H200s as a “stopgap” solution in the meantime.
H200 is 18 months old.
A new AI company comes to town:
“Sources familiar with the matter say that Wang has told associates he finds Zuckerberg’s micromanagement to be suffocating. Meanwhile, some staff wonder if the 28-year-old Wang is out of his depth, lacking both the expertise and experience to lead such a colossal effort.”