Palantir Announces Strategic AI Infrastructure Partnership with Nebius Group
Palantir Technologies Inc. (NASDAQ: PLTR) has named Nebius Group its preferred sovereign AI infrastructure partner, allowing Nebius to manage costly GPU hardware while Palantir focuses on software development and deployment. CEO Alex Karp criticized closed-weight models for their lack of transparency and control, advocating instead for auditable outcomes through Palantir's Artificial Intelligence Platform (AIP). The partnership avoids equity exchanges or financial disclosures, with the key benefit being that Nebius assumes capital risk associated with GPU infrastructure. Palantir reported $4.48 billion in full-year 2025 revenue and a net income of $1.63 billion. Karp guided toward generating between $15 billion to $18 billion in free cash flow over the next two years, signaling strong financial confidence despite broader market pressures. The deal aligns with growing interest in sovereign AI solutions amid concerns about data control and usage transparency.
Topics: AI infrastructure executive commentary Palantir partnerships sovereign AI