Palantir Could Be Nvidia's Fastest Route To $500 Billion In AI Software — Cathie Wood Saw It Coming

Benzinga
2025.10.29 12:28
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Nvidia Corp has reached a $5 trillion valuation, marking a significant moment in the AI software race. Cathie Wood of ARK Invest emphasizes that software, not just hardware, drives revolutions. Nvidia's partnerships highlight the need for intelligence in computing, with Palantir Technologies providing essential software solutions. Palantir's platforms enhance Nvidia's capabilities, potentially leading to a $500 billion data center business by 2028. Wood's insights on software's role in the AI revolution are gaining traction as Nvidia shifts focus from chips to software solutions, positioning Palantir as a key player in this evolution.