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- đȘNato Strengthens Defense with AI
đȘNato Strengthens Defense with AI
PLUS: Nvidia Leads 1st US Made Supercomputers

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Today we will discuss:
Nato's military AI deal with PalantirâNato's acquisition of Palantir's Maven Smart System to enhance military operations in real time
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Nvidia announces first US supercomputer factoriesâNvidia to produce AI supercomputers in Texas and Arizona, setting the stage for a $500 billion US AI infrastructure push
In other AI news todayâNetflix is testing an OpenAI-powered search to help you find shows based on your mood, ex-OpenAI staffers oppose the companyâs for-profit transition in an amicus brief, Meta starts training its AI models on public content in the EU, and Trumpâs trade war may drive up costs for AI development with new tariffs on data centers
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Key Points
Nato has acquired Palantir's AI-powered military system to enhance real-time decision-making for military commanders.
The deal highlights Natoâs efforts to modernize defense technology and keep up with global rivals like China.
âšïžNews - Nato has purchased a new artificial intelligence system from US tech company Palantir, best known for its work with the Pentagon and its links to Donald Trumpâs political circle.
The system, called Maven Smart System (MSS Nato), will help military commanders make faster and more informed decisions by analyzing large volumes of battlefield data in real time.
đWhy this matters now - The deal comes at a time when Nato is under pressure to modernize, especially as countries like China invest heavily in military AI. Palantirâs system is expected to be up and running within 30 days, and Nato says the deal was completed in just six months, making it one of the fastest turnarounds in the allianceâs history.
đ„žWhat it signals about defence & politics - European allies have been increasingly uneasy about the future of US support, especially after Trump warned that allies need to increase their defense spending or risk losing American protection. That broader anxiety makes the choice of Palantir, a company with deep political ties in the US, all the more significant.
Palantir has long worked closely with the US government, securing more than $2.7 billion in federal contracts since 2009. Its chairman, Peter Thiel, backed Trumpâs 2016 campaign and recently supported the selection of J.D. Vance as Trumpâs running mate.
While the financial terms of this particular deal havenât been made public, itâs likely to be one of Palantirâs biggest defense wins this year. And in many ways, it reflects how deeply defense tech, strategic alliances, and political influence are now intertwined.
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This weekâs topic: AI Scaling

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Key Points
Nvidia is partnering with Foxconn and Wistron to build AI supercomputer plants in Texas and Arizona.
The company plans to produce up to $500 billion in AI infrastructure within the next four years.
This move marks the first time AI supercomputers will be manufactured in the US, a significant milestone.
đšâđ»News - Nvidia has announced plans to start manufacturing AI supercomputers entirely within the United States.
In a blog post, the company revealed that it is working with manufacturing partners to design and build factories focused on producing these cutting-edge machines domestically.
đ„łA big step for US tech production - The company has already secured over 1 million square feet of space for its new manufacturing efforts. These sites will be located in Arizona, where Nvidia will test its Blackwell chips, and in Texas, where AI supercomputers will be built.
Nvidia is working with Foxconn, the worldâs largest contract electronics maker, to set up a supercomputer plant in Houston. Another partnership with Taiwanâs Wistron will bring a facility to Dallas. Both factories are expected to ramp up production within the next year or so.
â©Looking ahead - Within the next four years, the company aims to produce up to $500 billion worth of AI infrastructure in the US These AI supercomputers will power new data centers designed exclusively for artificial intelligence tasks.
This marks a historic first, as it will be the first time AI supercomputers are produced in the US, a development that has drawn attention, including from former President Donald Trump.
đđ»ââïžWhat else is happening?
Netflix is testing a new OpenAI-powered search // It can apparently let you search for things to watch based on your mood
Ex-OpenAI staffers file amicus brief opposing the companyâs for-profit transition // The ex-OpenAI employees, some of whom were research and policy leaders at the company, join a growing cohort voicing strong opposition to OpenAIâs transition
Meta to start training its AI models on public content in the EU // The company will start training its AI on usersâ content in the EU this week; Usersâ interactions with Meta AI will also be used to train its models
Trumpâs trade war casts a shadow on Americaâs AI boom // Tariffs will raise the costs of constructing the data centers needed to develop and deploy artificial intelligence software like ChatGPT
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