Palantir Wants the AI Work OpenAI Cannot Touch. Nvidia Just Helped It Make the Pitch.

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Palantir and Nvidia's integrated AI stack targets regulated buyers who must keep model weights and sensitive data inside their own infrastructure.

Palantir trades at roughly 235x earnings with a $382 billion market cap, where a single guidance miss would sharply reset expectations.

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Palantir (NASDAQ:PLTR) spent this week making a specific argument about who owns the AI work that matters most. At its AIPCon customer conference, the company expanded its partnership with NVIDIA (NASDAQ:NVDA) to pair its enterprise data platform with Nvidia's customizable Nemotron open models, aimed at supply chains across manufacturing, agriculture, pharmaceuticals, retail and government. Nvidia intends to deploy the combined technology inside its own operations.