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Nvidia hands Palantir the supply chain, from wafer to first token

$1B in February. $5B today. Positron just 5x’d on inference chips

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The Capitalist
Sep 10, 2026
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Hello Capitalist Insiders!


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From wafer to first token: Nvidia hands Palantir the supply chain

Nvidia and Palantir said Thursday they are combining their hardware and software to build AI that improves supply chains, a pairing that did little for either stock.

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