Nvidia and Palantir Launch AI Stack for Supply Chain Optimization
NVIDIA (NASDAQ:NVDA) and Palantir Technologies (NASDAQ:PLTR) have launched a joint sovereign AI stack designed to optimize industrial supply chains. The system integrates NVIDIA's open Nemotron models, cuOpt optimization software with Palantir Foundry, AIP, and the Ontology platform for materials allocation from wafer production through token generation. This collaboration aims to address complex logistics challenges in semiconductor manufacturing, particularly as seen in NVIDIA’s own Vera Rubin project involving 1.3 million parts per rack. NVIDIA is using its supply chain as a reference customer for this new stack amid ongoing constraints expected until the end of fiscal year 2028. The company reported data center revenue growth to $89.02 billion, up 117% YoY, and guided Q3 revenue to approximately $108.0B ±2%. Despite these figures, both NVDA and PLTR saw slight declines in premarket trading. Palantir's role centers on the application layer of this stack, enabling constraint identification and operational customization with deployment options across multiple platforms.
Topics: AI stack cuOpt NVIDIA Palantir supply chain optimization Vera Rubin