Inside the $600 Billion Sovereign AI Gold Rush -- and Why Palantir Is Positioned to Win

Key Points Sovereign AI is the ability of an organization to build and govern its AI without vulnerabilities to external platforms. Sovereign AI could become a $600 billion market as the AI infrastructure build-out accelerates. Palantir has already built and deployed a sovereign AI stack with the help of Nvidia. 10 stocks we like better than Palantir Technologies › Management consulting firm McKinsey just handed growth investors a big number to chew on: Between 2025 and 2030, the total addressable market for sovereign AI could reach up to $600 billion, or roughly 40% of overall AI demand. This opportunity stretches well beyond chatbots that can summarize an email or spreadsheet.