PLTR + NVDA sovereign AI deal, is this the moat people keep missing?

Been digging into the Palantir x NVIDIA sovereign AI thing all weekend and honestly it's bugging me how quiet the chatter is.

Quick recap of what I pieced together from the moomoo news feed: they announced the Sovereign AI OS collab back in March, and yesterday Palantir actually shipped the isolated deployment engine for NVIDIA's Nemotron models. So this isn't a hype slide anymore, it's live in classified environments.

The angle that got me: AWS, Azure, GCP literally cannot walk into a SCIF. Closed source cloud models stop at the door. PLTR + NVDA basically just built the only legal path for frontier AI into intelligence and defense workloads. Projected sovereign AI TAM is $600B by 2030 per the article.

For NVDA it means more GPU clusters into agencies that were previously off limits. For PLTR it means bigger contract values without burning cash building their own foundation model. Both sides win and competitors can't really copy it overnight.

Risks I'm not ignoring: gov certification cycles are brutal, federal budget fights are a thing, and PLTR multiple is already insane. ngl I'm not chasing here, but I'm not selling my runners either.

Pulled the chain on moomoo and the Jan calls are getting some love. Am I being too bullish or does this actually change the PLTR story for the next 2 years?