Palantir CEO Alex Karp: ‘Something has gone completely wrong’ in AI sales

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What stands out

Alex Karp told CNBC's Squawk Box that "something has gone completely wrong" with how artificial intelligence is sold, and he made the remark while discussing a deeper Nvidia partnership and frontier AI models. That matters because it puts a spotlight on the commercial tug of war between infrastructure providers and enterprise software sellers as frontier models move from lab demos to paying contracts. Karp's bluntness is a signal for investors to watch not just model capability but who captures the recurring revenue and how pricing and margins are allocated between Palantir and Nvidia.