News Summary

• Nvidia and Palantir have launched a joint sovereign AI stack.
• Nvidia’s own supply chain as the first deployment.
• It can be deployed on-premises, in a cloud, or in a colocation facility.
• The use case is real, and the number that explains it is 1.3 million: the count of parts in a single Nvidia Vera Rubin rack.
• The word to examine is sovereign.
• In this product it means the customer keeps control and ownership of its proprietary data, which is a meaningful commitment and is nothing.