Palantir is betting that the most valuable AI workloads are the ones OpenAI can never touch, and a fresh Nvidia partnership just gave that argument serious hardware backing. The question is whether the premium valuation leaves any room for the thesis to play out.

Nvidia and Palantir have launched a sovereign AI stack for supply chains, combining Foundry, Ontology and Nemotron models, with Nvidia as the first customer across its own 1.3…

Palantir announced expanded partnerships with Nvidia and Fujitsu at AIPCon 11 and touted its "sovereign AI" strategy.