Palantir's Market Value Tops $418.9B on AI Partnerships

Key Takeaways

• <ul><li>Palantir's market value reaches $418.9 billion following AI partnerships with NVIDIA, Method Security, and Nebius</li><li>Nvidia CEO Jensen Huang predicts $3 trillion to $4 trillion in global AI infrastructure spending by 2030</li><li>Nvidia reported 106% year-over-year revenue growth and acquired Hugging Face for $12.9 billion</li><li>Nvidia's Vera Rubin architecture is in full production at data centers run by CoreWeave, Alphabet, Microsoft, Oracle, and Nebius Group</li><li>Broadcom's AI semiconductor revenue surged 221% year over year to $16.7 billion</li><li>Lattice Semiconductor launched Mach-N2 FPGA with post-quantum cryptography and the Lattice Prompt AI design tool</li><li>Semtech introduced a 10G PON optical chipset and 224G connectivity family targeting AI data centers</li><li>EVAS Intelligence raised $300 million for autonomous vehicle AI chip development in China</li><li>UNIST received $7.9 million to develop security technology for agentic AI systems through 2031</li><li>Ethereum co-founder Vitalik Buterin says AI could help verify crypto software security using mathematical proofs</li></ul>

Palantir AI partnerships spark fair value debate

Palantir Technologies announced AI partnerships with Method Security, NVIDIA, and Nebius. The stock rose 6.22% over 7 days and 37.14% over 90 days. One valuation model says PLTR is overvalued at $176.18 versus a fair value of $171.06, while another DCF model suggests it is slightly undervalued at $187.06. The company has a market value of $418.9 billion.

Lattice launches Mach-N2 secure FPGA with AI design tool

Lattice Semiconductor launched its Mach-N2 FPGA family featuring higher logic density, integrated flash, post-quantum cryptography, and faster connectivity. The company also introduced the Lattice Prompt AI design tool to speed up FPGA development. Together, these products aim to strengthen Lattice's position in secure control for compute, communications, and industrial systems. Lattice's narrative projects $2.0 billion in revenue and $525.1 million in earnings by 2029.

Semtech unveils new AI and fiber broadband products

Semtech announced several new products including a 10G PON optical line terminal chipset for fiber broadband networks. The company also introduced a 224G linear TIA and driver family for connectivity in next generation data centers and AI or ML clusters. These products target spending on fiber broadband upgrades and AI data centers. Semtech operates across semiconductors, IoT systems, and cloud connectivity in the US, Europe, and Asia Pacific.

Jensen Huang reaffirms $3 trillion to $4 trillion AI spending prediction

Nvidia CEO Jensen Huang reiterated his prediction that global AI infrastructure spending will reach $3 trillion to $4 trillion by 2030 at the Goldman Sachs Communacopia + Technology Conference. Nvidia reported revenue growth of 106% year over year in its fiscal 2027 second quarter. The company also acquired Hugging Face for $12.9 billion and invested over $2 billion in CoreWeave. Nvidia's market cap stands at $5.3 trillion.

Jensen Huang delivers encouraging news for AI stocks

Nvidia CEO Jensen Huang doubled down on his prediction that AI infrastructure would be worth $3 trillion to $4 trillion by 2030. Nvidia reported fiscal 2027 second quarter revenue of $96.2 billion, up 106% year over year, with data center revenue of $89 billion, up 117%. The company's gross margin improved to 75% and net income surged 126% to $59.68 billion. Nvidia's Vera Rubin architecture is now in full production at data centers run by CoreWeave, Alphabet, Microsoft, Oracle, and Nebius Group.

Vitalik Buterin Says AI Could Strengthen Crypto Security

Ethereum co-founder Vitalik Buterin says AI does not threaten cryptocurrency security. He believes AI could help verify that crypto software is secure using mathematical proofs. Buterin says the challenge is defining what secure means. Blockchain developers are already using AI to scan code and find bugs. Ethereum plans to use AI to verify entire programs over the next several years.

New Framework Improves Spreadsheet Understanding in AI Systems

Researchers developed a method to split spreadsheets into meaningful chunks for AI systems that use RAG. The approach uses cell role annotation to make spreadsheet data easier to interpret. The framework performs better than existing methods but has limits because spreadsheets have complex two-dimensional structures. The researchers say the field needs new techniques to convert 2D spreadsheet data into 1D text that AI can process more effectively.

FINSKILLOPS System Improves Financial QA Through Controlled Learning

FINSKILLOPS is a multi-agent system designed to improve question-answering for SEC filings. It turns repeated failures into targeted skill patches that are tested before being deployed. Across six financial benchmarks, the system raised correctness scores from 3.70 to 4.55. In a 12-round study, only six of 33 proposed skills were approved, reducing the non-correct rate from 20.0% to 12.5%.

AI Stocks Surge as Nvidia and Broadcom Lead Market Rebound

AI stocks rebounded on Thursday as oil prices fell toward $101 a barrel and the 10-year Treasury yield dropped to about 4.93%. Nvidia gained over 2% and expects to sell roughly twice as many chips next year. Broadcom rose over 2% after its AI semiconductor revenue surged 221% year-over-year to $16.7 billion. Broadcom management forecasts about $115 billion in AI chip revenue for fiscal 2027 and potentially $230 billion in 2028.

Dreamforce Attendees Weigh AI Risks and Benefits

Attendees at Dreamforce are focused on both the promises and dangers of artificial intelligence. The gathering highlighted how people are thinking carefully about AI's future. Reports show that warnings about AI threats are being considered alongside its potential benefits. The discussions reflect a growing awareness of AI's impact across industries.

China's EVAS Intelligence raises $300M for autonomous vehicle AI chips

EVAS Intelligence, a Chinese startup building software for autonomous vehicles, raised $300 million in funding. The company will use the money to develop its AI chip technology that lets vehicles make decisions without human input. Hillhouse Capital led the funding round. The technology has been tested in several autonomous vehicles and the company plans to expand into smart cities and industrial automation.

AI can transform India's mining sector, says MP Sasmit Patra

Sasmit Patra, a Rajya Sabha MP and member of the Parliamentary Standing Committee on Coal, Mines and Steel, said AI and digitalisation can make India's mining and metals sector more productive and globally competitive. He spoke at a FICCI conference about how technology can improve monitoring and decision-making in mining. Patra said digitalisation will also promote transparency and responsible resource management. He added that data-driven mining will improve operational and environmental efficiencies.

UNIST wins $7.9 million to build agentic AI security technology

UNIST received $7.9 million in government funding to develop security technology for agentic AI. The project will run for five and a half years through December 2031 in partnership with Sungkyunkwan University. Professor Moon Hyun-gon will lead the research team. The team will develop defenses that protect agentic AI systems from external attacks that could leak user data or cause unauthorized actions. AI companies SecuLayer, S2W and Raon Data are also participating.

Sources

• Palantir Technologies (PLTR) AI Deal Rush Meets A Fair Value Debate
• Is Lattice’s Mach-N2 Secure FPGA Launch And AI Toolset Altering The Investment Case For LSCC?
• What Is Semtech (SMTC) Signaling With Its New AI And Fiber Products?
• Jensen Huang Maintained His Prediction That AI Infrastructure Spending Will Hit $3 Trillion to $4 Trillion by 2030 -- the Same Forecast He Made a Year Ago to the Day. Is Nvidia Still a Buy at These Levels?
• What AI Bubble? Jensen Huang Just Delivered Great News for Artificial Intelligence Stocks.
• Ethereum Founder Vitalik Buterin Says AI Won’t Doom Crypto Security
• Q&A on Any Spreadsheet Requires Interpreting Its Grid Structure
• FINSKILLOPS: A Self-Evolving Multi-Agent System for SEC Filing QA
• AI Stocks Rally Again as Oil Falls: Nvidia, Broadcom Lead the Rebound
• AI's threats, potential are top-of-mind for Dreamforce attendees
• Dealroom.co | China's EVAS Intelligence raises $300M for AI chips
• AI can play transformative role in making India's mining and metals sector globally competitive: RS MP Sasmit Patra
• UNIST Wins $7.9 Million to Build Agentic AI Security Technology