build2 publishers
NVIDIA fine-tuned a 30B Nemotron on its own planners' allocation decisions
Palantir and NVIDIA are selling other manufacturers a sovereign supply-chain architecture with one production deployment behind it, running on a corpus of NVIDIA's own allocation decisions that no vendor can ship you.
Reality
- Evidence55
- Adoption28
- Hype gap+35
- Incentives90
- Confidence60