# Palantir-NVIDIA Sovereign AI Partnership On June 29, 2026, [[Palantir]] and [[NVIDIA]] announced an expanded strategic partnership to run NVIDIA's Nemotron open models inside Palantir's critical-infrastructure stack — AIP, Ontology, [[Palantir Foundry]], and Apollo — aimed primarily at U.S. government agencies and critical infrastructure. The pitch: agencies train AI on their own data, retain ownership of the resulting models, and deploy them in classified and air-gapped environments rather than sending sensitive data into the weights of a closed proprietary model. [[Alex Karp]] framed it as letting the government "unleash the full power of LLMs while removing the underlying security risks"; [[Jensen Huang]] cast open-source AI as "foundational to national security." No strategic-dollar figure was disclosed, so this is a partnership record rather than a line on the [[Palantir Contracts]] ledger. ## Market impact PLTR rose ~2.5% on the June 29 announcement and rallied roughly 21% off its late-June 52-week low through July 2, aided further by a DA Davidson upgrade to Buy ($175 target) and Michael Burry trimming his short position. The deal was the primary catalyst for reversing the June slide. ## Significance Pairs NVIDIA compute with Palantir's data/ontology layer to entrench Palantir as the default operating layer for U.S.-government AI, extending the incumbent-channel pattern of the [[Palantir-Google Cloud Partnership]] and [[Palantir-SAP-Accenture Cloud Migration Partnership]] into the compute stack. The framing is pointed: in the same window that France's DGSI moved to drop Palantir and UK bodies pushed to exit NHS/Met contracts on digital-sovereignty grounds (see [[Purge Palantir]]), Palantir and NVIDIA marketed U.S. agencies a "you own the weights" sovereignty story of their own — a say-vs-do contrast worth tracking. ## See Also - [[Palantir]] - [[NVIDIA]] - [[Alex Karp]] - [[Jensen Huang]] - [[Palantir-Google Cloud Partnership]] - [[Palantir-Anthropic-Amazon Defense AI Deal]] - [[Palantir Contracts]] - [[Palantir Watch Log]] - [[Purge Palantir]]