This AI (AI) data center stock is worth more than Palantir by 2030

• Palantir is thriving in the world of enterprise software, and investors continue to support stocks.

• While it's appealing to follow the momentum, Palantir's ratings are historically high and seem unsustainable.

• For service providers such as CoreWeave, the growing demand for chips and AI infrastructure over the next five years is steady.

• 10 shares better stocks than Palantir Technologies›

Throughout 2025, technology stocks have been whipped up by the latest news and rumors surrounding the economy, interest rates and tariffs. One inventory that demonstrates some degree of immunity to these dynamics is the data mining darling Palantir Technologies (NASDAQ: PLTR). Palantir, which increased by 82% per year, S&P 500 Indexes so far this year.

This level of momentum can cause fear among cautious investors, but bullish analysts like Dan Ives see the rise of Palantiers as an unstoppable force. In fact, Ives believes Palantir is on his way to join the Trillion Dollar Club by the end of the decade.

Personally, I'm in another camp. Currently, Palantir trades at a much higher valuation than investors spotted during the DOT-COM bubble in the late 1990s. In short, I think there is a large evaluation normalization available for Palantir.

In contrast, new infrastructure service providers coreweave (NASDAQ: CRWV) It appears to be in a good position to control the next chapter of the AI ​​story.

Let's explore the rise in Palantir and why we think inventory will be pulled back. From there, we'll explore CoreWeave's fundamental business and explain how the company can stop Palantir's size over the next five years.

The moment of Palantir's breakout occurred in April 2023 when the company released a new product called The Artificial Intelligence Platform (AIP). Palantir sells AIP to both the private and public sectors. The US military is one of Palantir's important partners.

Unlike other data analytics platforms, AIP distinguishes itself by helping large, complex businesses build ontology. Ontology is a detailed visualization (i.e., map) that illustrates various aspects of a business by dividing revenue streams, cost structures, and other important information in extreme detail. This process uses executive-level decision maker model simulations to assess the impact of various variables on your business using real-time data.

As investors can see from the numbers above, Palantir's customer numbers have skyrocketed thanks to AIP's popularity. A subtle point from the graph above is that AIP helped Palantir fork beyond its heavily reliance on public sector transactions, as evidenced by the faster rate of commercial customer growth compared to the company's overall customer growth. Given these trends, I think it makes sense to say that software has been saying the best things for AI developers over the last few years.

Nevertheless, I think CoreWeave's long-term outlook is more robust compared to Palantir's.

CoreWeave specializes in cloud-based infrastructure. nvidia Graphics Processing Unit (GPU) architecture for customers. To portray how strong the demand for chip access will be, consider global management consulting firm McKinsey & Company predicting that by 2030 it will have spent $6.7 trillion on AI infrastructure. The majority of this spending could be allocated to data center hardware products (chips).

In my eyes, augmenting software with more AI-centric capabilities is part of the first phase of a broader investment in technology. Therefore, Palantir was a major beneficiary.

However, I think that in the coming years, investment in AI infrastructure will be a focus like the biggest spender of AI: cloud hyperscalar developers. Microsoft, Amazon, alphabet, Oracle, Meta PlatformOpenai, and others. CoreWeave is already working with many of these companies and hopes that infrastructure spending will serve as a pioneer in the company over the next few years.

The chart below shows consensus revenue and revenue estimates for Palantir and CoreWeave's Wall Street over the next few years.

According to the figures above, investors can see that CoreWeave is already at the pace to generate more revenue than Palantir this year. Still, Palantir currently boasts a market capitalization of $326 billion. It's almost four times more than CoreWeave.

Plus, analysts hope that CoreWeave's revenues will rise more than three times as they move towards profitability within two years. In contrast, Palantir's revenue and profits are not expected to double in this same period.

These estimates may change as the two companies continue to form new strategic partnerships and release new products, but broadly speaking, the secular trends that underpin the AI ​​narrative will support CoreWeave over the next five years. While Nvidia is expected to continue releasing more GPU architectures, cloud hyperscalar shows no indication that it will slow down AI capital expenditure (CAPEX).

At some point, I think the real reality of Palantir's real growth will catch up with the plain, enthusiastic sentiment surrounding the company now. Ultimately, we believe this will lead to divestment by growth investors seeking a more robust outlook.

I'm optimistic about CoreWeave's long-term outlook, but I think the stock is being over-acquired now. Following the initial public offering earlier this year, CoreWeave shares have risen nearly 300%. For now, CoreWeave shows meme stock behavior. I think the wise strategy is to start starting positions at a more reasonable price range.

But when it comes to the big picture, Coreweave's long-term outlook looks encouraging. And I think the company's rating will steadily rise over the next five years at a sharper rate than Palantir.

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Suzanne Frey, an executive at Alphabet, is a member of the board of directors of Motley Fool. Randi Zuckerberg, a former director of market development, Facebook spokeswoman and sister to Metaplatform CEO Mark Zuckerberg, is a member of Motley Fool's board of directors. John Mackey, former CEO of Amazon subsidiary Whole Foods Market, is a member of Motley Fool's board of directors. Adam Spatacco has positions in Alphabet, Amazon, Meta Platforms, Microsoft, Nvidia and Palantir Technologies. Motley Fool has locations and is recommended for Alphabet, Amazon, Meta Platforms, Microsoft, Nvidia, Oracle, and Palantir Technologies. Motley Fool recommends the following options: A $395 phone at Microsoft for January 2026 length and a $405 phone to Microsoft for January 2026 short term. Motley Fools have a disclosure policy.

Prediction: This AI data center stock is worth more than Palantir by 2030.