Nvidia Is Building The Brain — Palantir May Control The $50 Trillion Physical AI System

And that shift is starting to redraw the AI stack.At the center of it is Nvidia. But just as important may be what sits atop it.Nvidia Builds The BrainNvidia's role in AI is already well understood—but in physical AI, it expands.The company isn't just selling GPUs. It's building the infrastructure that allows machines to perceive, simulate, and act in the real world. Its platforms—spanning compute, simulation, and robotics frameworks—are effectively becoming the foundation layer for training and deploying p ...