This AI infrastructure play has delivered bigger gains than its larger peers since going public earlier this year.

Artificial intelligence (AI) supercharged the growth of Nvidia ( NVDA -1.48% ) and Palantir Technologies ( PLTR -4.28% ) in the past couple of years or so, and that's not surprising, as both companies are playing a key role in the proliferation of this technology with their hardware and software offerings.

While Nvidia's powerful chip systems are enabling cloud computing giants, governments, and other customers to train AI models and run inference applications, Palantir is helping customers integrate AI into their operations. Not surprisingly, shares of both companies have been in fine form on the stock market.

Palantir stock has shot up a remarkable 116%

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