US Market Outlook: Palantir, NVIDIA secure government-led AI contracts; expanded partnership with Surf Air; Oklo Inc. shares rise following CEI acquisition; Rocket Lab signs definitive agreement to acquire Iridium - Moomoo

Recent developments in the U.S. market highlight continued government support for AI initiatives, with Palantir and NVIDIA securing significant government-led AI contracts, underscoring their leadersh... Read original →

The concentration of U.S. government AI contracts with Palantir and NVIDIA reflects a strategic move to embed computational sovereignty within national security architecture. NVIDIA’s 3nm EUV-based Hopper and Blackwell chips now dominate the full stack—from data centers to edge inference—while its Surf Air partnership serves as a real-world testbed for L4 autonomous flight in urban air mobility. This pressures AMD to accelerate MI300X ecosystem integration and forces Taiwan, China-based foundries to expedite U.S. fab construction to meet ITAR compliance. Oklo’s CEI acquisition signals growing investor bet on small modular reactors (SMRs) as resilient power sources for AI data centers. Meanwhile, Rocket Lab’s Iridium takeover marks a pivot from satellite comms to AI-native sensing constellations. Over the next 18 months, AI chips, space infrastructure, and clean energy will form an investment 'iron triangle'—but heightened geo-compliance scrutiny will drastically raise barriers for non-U.S. supply chains.