Nvidia and Palantir Expand AI Partnership With New Supply Chain Technology

TLDR

• Nvidia and Palantir announced a partnership to build AI tools for supply chain optimization
• Palantir customers can combine Palantir software with Nvidia’s Nemotron open models
• Nvidia will test the new technology on its own internal operations first
• Both stocks slipped after the announcement, in line with broader tech sector weakness tied to higher bond yields
• The deal expands an existing partnership and strengthens both companies’ push for open AI against rivals like OpenAI and Anthropic

Nvidia and Palantir have announced a new collaboration to build artificial intelligence tools designed to improve supply chains. The deal allows Palantir customers to combine Palantir’s software and data with Nvidia’s Nemotron open models to create their own supply chain AI systems.

$NVDA & $PLTR LAUNCH SOVEREIGN AI STACK FOR SUPPLY CHAINS

Nvidia is deploying Palantir Foundry/AIP with customized Nemotron models across its own supply chain, spanning thousands of suppliers and 1.3M parts per Vera Rubin rack.

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