This might be a little conspiracy thinking, but I think it's possible that the recent drive from NVIDIA to move toward defense contracting and shift to B2B is part of a larger strategy. When you combine that with the rapid increases in hardware pricing and the push toward renting cloud compute, it looks like a form of collusion between the private sector and the government in the name of "national security".

The goal seems to be to squash the proliferation of open source LLMs and prevent individuals from running private, uncensored models at home. It is an effective way to kill any possible underdog or startup competition by making the "barrier to entry" (the compute) a rented privilege rather than a private resource. The partnership with Palantir seems to point directly to this, especially considering the ideologies of Thiel and Karp.

They are building a world where intelligence is centralized and monitored, and local sovereignty over AI is treated as a liability to be phased out