On July 1st, Palantir CEO Alex Karp delivered a 20-minute interview on CNBC, stating that enterprises are paying frontier labs a token premium while watching their own IP flow to model providers, calling this leakage an alpha transfer occurring at the architectural layer. Just days before the broadcast, Palantir had announced a partnership with NVIDIA to run the open Nemotron model in customer-controlled environments, accompanied by a nine-point AI sovereignty manifesto. After the CNBC segment aired, PLTR jumped 8%. Anthropic reached an annualized revenue of $47 billion in May, while OpenAI surpassed 900 million weekly active users in February. In February 2023, less than three months after ChatGPT's launch, major Wall Street banks restricted its use. In May 2023, after Samsung engineers leaked chip source code into ChatGPT, the company banned generative AI across its network. IBM found that by 2025, shadow AI was involved in one-fifth of data breaches, and heavy shadow AI use added an average of $670,000 to breach costs. In a 2025 survey, 40% of employees said they were willing to violate AI usage policies to get tasks done faster.