Nvidia's turmoil stirs counterparty risk for defense clients; Palantir expands open-weight AI

iamKierraD · x · 2026-11-13

Commentary on Nvidia's national-security scrutiny and leadership shakeup raising counterparty risk for defense and government clients, while Palantir expands its open-weight AI partnership to give institutions more control — a hedge that likely pleases Alex Karp.

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