Wake Up, Investors! Nvidia and Palantir Have Issued a $12.5 Billion Warning to Wall Street.

To add fuel to the fire, Nvidia's CUDA software platform has served as an unsung hero. This is the toolkit used by developers to build and train large language models, as well as maximize the compute abilities of their Nvidia hardware. The value of this software is exemplified by Nvidia's ability to keep its clients within its ecosystem of products and services.No external GPU developers have come close to challenging Nvidia's Hopper (H100), Blackwell, or Blackwell Ultra chips, in terms of compute abilities ...