Quick Read NVIDIA's Data Center revenue hit $75 billion with networking up 199%, while PLTR's structural model independence hasn't prevented a 26% year-to-date loss. Microsoft is down 19% year to date despite Azure up 39% and AI revenue crossing a $37 billion run rate, as markets punish capex without clear ROI. Gil Luria warns companies feeding proprietary data into closed AI models risk having that intelligence weaponized against them if the provider decides to compete. Don't wait: the analyst ...