Palantir Names Nebius Group as Preferred Partner for Sovereign AI Infrastructure
On September 8, 2026, Palantir Technologies Inc. (PLTR) announced that it has selected Nebius Group N.V. (NBIS) as its preferred infrastructure partner to support sovereign AI solutions for commercial clients. This partnership aims to address concerns around data control and privacy by allowing customers full ownership of their models and hardware within enterprise environments. The move follows Palantir CEO Alex Karp's criticism of the current token-based pricing model in the AI industry, which he argued disadvantages enterprises. The collaboration with Nebius is designed to integrate compute resources directly into Palantir’s software platforms such as AIP, Foundry, and Ontology. This integration will enable customers to deploy open-weight models on Nebius hardware while maintaining control over their data and model training processes. The partnership also includes plans for modular data centers at locations with secured power supplies. The market reacted positively to the news, with Nebius shares rising significantly compared to a slight decline in Palantir’s stock price.

Topics: Artificial Intelligence Data Sovereignty Infrastructure Partnerships