company · AI chip manufacturer; Palantir hardware partner
GPU manufacturer. Partnership with Palantir announced October 28, 2025 by Jensen Huang. March 12, 2026 joint announcement of Palantir AI OS Reference Architecture (AIOS-RA) on Blackwell Ultra GPUs. Market cap crossed $5T same week as Palantir partnership. Thiel Macro offloaded all 537,742 Nvidia shares in Q3 2025 before selling.
Influence9/10
Connection density & financial network reach
Deception1/10
Contradictions between public statements and actions
Evidence10/10
Volume of verified facts and primary-source documentation
Threat2/10
Overall significance score from investigative analysis