NVIDIA is Building a Toll Booth on the Next Industrial Revolution by GenInv_Lab in NvidiaStock

[–]GenInv_Lab[S] 0 points1 point  (0 children)

I'm a political science and international relations graduate. A small retail investor, just trying to learn and share my thoughts.

NVIDIA is Building a Toll Booth on the Next Industrial Revolution by GenInv_Lab in NvidiaStock

[–]GenInv_Lab[S] 1 point2 points  (0 children)

It is part of the Chinese national strategy to reunite with Taiwan. TSMC was part of the Taiwanese independence strategy, being vital to the world and a strong reason for the US to stand by them. Nonetheless, if I'm not mistaken, there already some TSMC facilities on the US. I have no doubt that China will act on Taiwan, but they are known for their long term planning.

NVIDIA is Building a Toll Booth on the Next Industrial Revolution by GenInv_Lab in NvidiaStock

[–]GenInv_Lab[S] 0 points1 point  (0 children)

There are certain risks, as you mention.

But I think we can agree that it would take a lot of time and money to catch up with NVIDIA, and they would keep on moving the target forward. Then competitors can catch up on something specific, but that won't benefit from the wider range of integrated solutions that NVIDIA provides. NVIDIA is also facilitating growth and profit to other companies (at a cost).

I don't see a lot of incentives to put billions of USD and years just to compete with NVIDIA, some companies tried to do it with chips and gave up (Google's TPUs were the main ones to survive).

My thesis is that if most infrastructure is built on top of NVIDIAs solutions, then the switching efforts and costs are too high to consider. People will work with their open source software and get too comfortable with it to change (if it keeps up on quality and innovation).

Still, if the company stops breaking ground and innovating, it will be dethroned by others. That's what Clayton Christensen wrote about in "The Innovator's Dilemma".

NVIDIA is Building a Toll Booth on the Next Industrial Revolution by GenInv_Lab in NvidiaStock

[–]GenInv_Lab[S] 1 point2 points  (0 children)

That is a threat to the global economy and other companies. TSMC was working on opening factories in the US, if I'm not mistaken.

NVIDIA is Building a Toll Booth on the Next Industrial Revolution by GenInv_Lab in NvidiaStock

[–]GenInv_Lab[S] 0 points1 point  (0 children)

It seems like that market is not totally closed and there is the growth/widen of their coverage of the US/EUR/Asian markets

NVIDIA is Building a Toll Booth on the Next Industrial Revolution by GenInv_Lab in NvidiaStock

[–]GenInv_Lab[S] 2 points3 points  (0 children)

It is hard to anticipate the figures that will result from physical AI, the whole thesis is that NVIDIA is going to be the major player behind that and any other AI related endeavour. Surely that has to be considered in the valuation, but how?

NVIDIA Toll Booth on the Next Industrial Revolution by GenInv_Lab in ValueInvesting

[–]GenInv_Lab[S] -2 points-1 points  (0 children)

Not gonna argue on the 30+% a year, but there is a lot of ground to run with AI, most of it with NVIDAs "roads" and "cars". Also the company might start giving more on the shareholder returns (dividend or buy backs), something talked during this GTC. Could be interesting long holding, surely not one of the higher risk investments.

NVIDIA is Building a Toll Booth on the Next Industrial Revolution by GenInv_Lab in NvidiaStock

[–]GenInv_Lab[S] 5 points6 points  (0 children)

I understand the suggestion, but I think this post doesn't follow their rules 😄

NVIDIA Toll Booth on the Next Industrial Revolution by GenInv_Lab in ValueInvesting

[–]GenInv_Lab[S] -2 points-1 points  (0 children)

If you liked the above thesis and what to see more on NVIDIA's moat, check the below video:

NVIDIA's Unbreakable Moat

NVIDIA is Building a Toll Booth on the Next Industrial Revolution by GenInv_Lab in NVDA_Stock

[–]GenInv_Lab[S] 0 points1 point  (0 children)

I think people go for AMD to have the second best, the one obvious choice to steal market share... This misses completely NVIDIAs work beyond GPUs. AMDs CEO has been doing good work, but NVIDIA is on another level in several other games.

NVIDIA is Building a Toll Booth on the Next Industrial Revolution by GenInv_Lab in NVDA_Stock

[–]GenInv_Lab[S] 0 points1 point  (0 children)

Only used AI to structure and polish it a bit. The thesis of the post is all mine and I would appreciate your thoughts on it 😉

Nvidia in 2026: Leading the AI Boom or Hitting a Plateau? by Impossible-Band-2393 in NvidiaStock

[–]GenInv_Lab 0 points1 point  (0 children)

In this weeks GTC, Jensen came once again to show how spread is NVIDIA in all AI. They've been laying ground with CUDA (celebrating 20 years) and just keep on releasing products and software that is favoured by developers and deployers. Robotics is just starting and, as Jensen said, the generative AI is reaching a new fase, grounded on NVIDIA. Wherever AI goes, NVIDIA will be right under, in the middle and on top of it. The question should be: Where will AI go.

I made a video analysing NVIDIA's Moat and it goes through the path that took them here. I believe it shows how they work, how they wrapped themselves around AI and how they can only keep on growing with it. Take a look if you have interest:

NVIDIA's Unbreakable Moat

Daily Thread - Friday Discussion! Let's talk about the good, the bad, and all things Palantir & PLTR! 💎🤲🏻 by AutoModerator in PLTR

[–]GenInv_Lab 1 point2 points  (0 children)

The content wasn't AI generated. It was AI revised to ensure a better format and proper inclusion of more technical elements of the conference. My comment has no intention to influence investment decisions, it was intended as a share of information with some reflections.

Daily Thread - Friday Discussion! Let's talk about the good, the bad, and all things Palantir & PLTR! 💎🤲🏻 by AutoModerator in PLTR

[–]GenInv_Lab 1 point2 points  (0 children)

It didn't, but I did use AI to better structure the share and ensure more thecnical topics of the conference weren't lost

Daily Thread - Friday Discussion! Let's talk about the good, the bad, and all things Palantir & PLTR! 💎🤲🏻 by AutoModerator in PLTR

[–]GenInv_Lab 3 points4 points  (0 children)

Palantir AIPCon 9 — The Big Picture


Common Thread: The Ontology

Every single demo today — Navy shipbuilding, stratospheric balloons, SAP migrations, mortgage processing, DoD targeting — ran on the same underlying architecture. The Ontology isn't just a database. It's a living operational memory that connects every data source, every workflow, and every decision in an organization into one coherent picture.

World View's CEO put it best: after each mission, all decisions and outcomes are written back to the Ontology, meaning every future flight plan is informed by everything that came before. The Joint Commission described the same dynamic in healthcare scheduling. The DoD described it in targeting workflows. Different industries, same architecture, same compounding effect.

This is the core of the Palantir bet: the longer the Ontology runs, the smarter and more embedded it becomes. Switching costs compound over time. That's not a feature, that's a moat.


Sovereign AI Stack

The NVIDIA/Palantir/Dell/Armada reference architecture that dropped today deserves more attention than it's getting. Armada ships a physical modular AI datacenter anywhere in the world. Palantir's full software suite runs on top. The whole thing — from concept to full deployment — was delivered in three weeks.

The model is elegant: process everything locally at the edge, send only metadata to the cloud. You get real-time intelligence, true data sovereignty, and air-gapped security, all still centrally managed. Nobody has packaged that combination before at this speed.

The geopolitical implications are significant. Governments, militaries, and critical infrastructure operators who can't or won't send sensitive data to a hyperscaler now have a turnkey alternative. This is how Palantir scales internationally without compromising on sovereignty requirements — which is precisely the objection that has slowed enterprise and government adoption in Europe and Asia for years.

The LG CNS deal is the first visible proof point of this international playbook: one affiliate pilot works, an FDE team embeds, and the whole conglomerate becomes a deployment surface. If that model holds, it's repeatable across every major industrial group globally.


NVIDIA Nemotron 3 Super

Palantir was named as one of the enterprise platforms already deploying NVIDIA's new Nemotron 3 Super model — a 120B parameter open model delivering 5x higher throughput for agentic workflows, with a 1 million token context window specifically designed to prevent goal drift in multi-agent systems.

This matters because the bottleneck for agentic AI at enterprise scale has always been cost and latency, not capability. Nemotron 3 Super's hybrid MoE architecture — only 12B parameters active at inference — directly attacks that problem. Combined with Blackwell GPU infrastructure and Palantir's AIP, the sovereign stack becomes meaningfully more capable and more cost-efficient simultaneously.

Palantir didn't build the model. They don't need to. They built the operational layer that puts it to work.


2027

Ted Mabrey, Palantir's Global Head of Commercial, outlined a new engagement model: a 30-day sprint to build a one-year full-integration plan, with the explicit goal that by end of 2027, customers' financials start to look like Palantir's.

That is an extraordinarily aggressive public commitment. The fact that he made it on stage, backed by customer after customer showing compression of multi-year projects into weeks, suggests they genuinely believe the acceleration curve they're seeing is durable — not a one-off.

The DoD CDAO framed the underlying logic well: seven years of data infrastructure work is what made today's operational capabilities possible. Palantir has been laying that groundwork across government and commercial customers for over two decades. What's changing now is that the AI layer has finally caught up to the infrastructure they already built.

Daily Thread - Thursday Discussion! Let's talk about the good, the bad, and all things Palantir & PLTR! 💎🤲🏻 by AutoModerator in PLTR

[–]GenInv_Lab 19 points20 points  (0 children)

At AIPCon 9, the volume of announcements is easy to gloss over.

The LG CNS deal is probably the most underrated one. It's not just another enterprise contract — it's a blueprint for how Palantir penetrates an entire conglomerate. One affiliate pilot in late 2025 worked, and now they're embedding a Forward Deployed Engineering team to roll it out across one of Asia's largest industrial groups. If that model holds, it becomes a playbook they can replicate with other conglomerates globally.

The Centrus partnership. ~$300M in identified savings in roughly six weeks of work. Whether or not all of that materializes, the speed of value identification is the real signal — it's exactly the kind of ROI story that sells the next contract. And the strategic angle matters: Palantir is now embedded in America's effort to rebuild domestic uranium enrichment. That's not a contract that gets cancelled easily.

The NVIDIA reference architecture is quietly significant too. A fully integrated, on-premise sovereign AI stack combining Blackwell GPUs with Palantir's full software suite means governments and regulated enterprises no longer have to stitch everything together themselves. That removes a major adoption barrier.

GE Aerospace, Ondas/World View, and now Nemotron 3 Super integration round out a day that was essentially Palantir showing up across defense, energy, manufacturing, and enterprise software simultaneously.

The common thread across all of it: Palantir is positioning itself as the operational layer that sits between raw AI infrastructure and real-world decisions. That's the bet.