Nvidia与Palantir在主权AI上的合作是积极信号，因为它解决了数据安全方面的担忧。
逐段跳播
他随后在洛杉矶的一场技术会议上，直接把英伟达总裁黄仁勋请上了台，并被引述说：“机器人不会接管世界。”人工智能也不会接管。这一切都只是个把戏。
He then called Nvidia's president, Jensen Huang , directly onto the stage at a technology conference in Los Angeles, and was quoted as saying: "Robots will not take over the world."
Artificial intelligence will not take over. It's all just a trick.
这一1.2万亿美元的估值，相比去年3月该公司从包括英伟达、亚马逊和软银在内的投资者那里筹集1220亿美元时的8520亿美元有所上升。
This $ 1.2 trillion valuation represents a rise from $852 billion just last March when the company raised $122 billion from investors including Nvidia, Amazon and SoftBank.
Palantir和英伟达正在悄然孤立Anthropic。而英伟达则将Anthropic的内部使用限制在较不关键的任务上，并在任何敏感任务上运行自家的NeMo Tron模型。
Palantir and Nvidia are quietly isolating Anthropic. while Nvidia restricts Anthropic's internal use to less critical tasks and runs its own NeMo Tron models for any sensitive tasks.
与此同时，Palantir和英伟达于9月10日加强了合作，打造他们所称的“主权AI架构”，将英伟达的开源NemoTron模型与Palantir的Foundry和AIP平台相结合，使所有敏感数据完全保留在客户内部。
Meanwhile, Palantir and Nvidia strengthened their partnership on September 10 to build what they call a " sovereign AI architecture," combining Nvidia's open NemoTron models with Palantir's Foundry and AIP platforms, keeping all sensitive data entirely within the client's walls.
我认为这对Palantir和英伟达来说都是非常重大且极好的消息，因为这是人们最担心的问题；事情失控、数据泄露，以及随之而来的潜在问题。
I think this is really huge and great news for both Palantir and Nvidia, because this is people's number one concern ; That things get out of control and their data gets leaked, and the potential problems that follow.
这个频道对 $NVDA 的历次判断
Rich Habits 在这只股票上共 9 条判断，这里只列相邻的几条。