Benzinga·2025-10-29 12:28Group 1 - Nvidia Corp has become the world's first $5 trillion company, marking a significant milestone in the chip industry and the AI software race [1] - The company's new partnerships, including collaborations with Uber and the U.S. Department of Energy, highlight the increasing importance of compute power and the scarcity of intelligence [2] - Nvidia is not only focused on developing faster chips but is also creating comprehensive AI operating systems for enterprises [3] Group 2 - Palantir's platforms, Foundry and AIP, enhance Nvidia's processing power by adding a decision-making layer, which is crucial for enterprises [4] - Cathie Wood's prediction that software providers will benefit the most from the AI revolution is being validated by Nvidia's shift towards AI software, supported by Palantir [5] - Nvidia's growth trajectory is shifting from hardware to software solutions, with the potential for a $500 billion data center business by 2028, aided by Palantir's capabilities [6]