AI Genesis Project: I See This More as a Barometer IndicatorIt’s not the same logic as NVIDIA’s compute monopoly, but rather the U.S. aiming to systematize AI capabilities by bringing in a cohort of functional companies that can deliver real work.CoreWeave represents the model of compute leasing, while Palantir leans more toward government data analytics—their roles are actually quite clearly defined.The 5% gain yesterday wasn’t particularly exaggerated; it reflects more of a repricing of its strategic positioning.
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