Why Palantir And Nvidia's Infrastructure Move Matters More Than Any Model
Benzinga·2025-12-04 16:23

The AI boom has obsessed over model size and chip launches, but Palantir Technologies Inc's (NASDAQ:PLTR) new partnership with Nvidia Corp (NASDAQ:NVDA) and CenterPoint Energy Inc (NYSE:CNP) reframes the real issue driving the next phase of AI growth. In announcing Chain Reaction, an initiative aimed at accelerating energy and compute infrastructure, Palantir wrote: "The bottleneck to AI innovation is no longer algorithms; it is power and compute." Track PLTR stock here.That line cuts through months of mode ...