Palantir Expands AI Partnership with NVIDIA for Sovereign Workloads
Palantir Technologies (NASDAQ:PLTR) has expanded its partnership with NVIDIA (NASDAQ:NVDA), integrating the latter's customizable Nemotron open models into Palantir’s enterprise data platform. The collaboration targets industries such as manufacturing, agriculture, pharmaceuticals, retail, and government that require sensitive data to remain within their own infrastructure due to regulatory or security constraints. The joint solution allows customers to maintain control over model weights and data by running AI workloads internally rather than relying on external APIs. This approach aligns with the growing demand for 'sovereign AI,' where enterprises prioritize governance, compliance, and internal ownership of models and compute resources. Palantir CEO Alex Karp emphasized that this strategy differentiates them from providers like OpenAI. Palantir’s Q2 U.S. commercial revenue rose 149% year-over-year to $764 million, with a Rule of 40 score reaching 155%. The company is guiding full-year 2026 revenue between $8.15 billion and $8.158 billion.
Topics: AI data_security enterprise_software NVIDIA Palantir