NV NVDA NVIDIA Corporation 로딩 중... : 애널리스트의 강세 및 약세 의견

Palantir found that a 'vanilla' Nemotron Ultra model without post-training outperformed Frontier models on five production tasks, challenging the assumption that frontier labs are always best. — This suggests that for specific enterprise tasks, smaller or open-weight models can be superior, potentially reducing the need to rely on frontier labs and shifting value to the orchestration layer (Palantir) and hardware (NVIDIA).

Declining token costs are a key demand driver for Palantir's AIP. This trend benefits NVIDIA as AI adoption expands, potentially increasing demand for their GPUs.