Palantir has expanded its partnership with Nvidia to integrate its enterprise data platform with Nvidia's open AI models, targeting industries like manufacturing and government that require secure, on-premise AI solutions. This approach allows customers to retain control over their AI model weights and data, addressing regulatory and security concerns that limit the use of consumer-facing AI services like OpenAI. Palantir's CEO emphasizes the growing demand for 'sovereign AI,' where clients own their AI assets, which has driven strong revenue growth. However, Palantir's high valuation and the niche market for such specialized AI services raise questions about its broader growth potential compared to more convenient, outsourced AI options.
Key AI researchers are quitting over fears that the AI industry is rushing to develop uncontrollable superintelligence. Despite these safety concerns and repeated incidents of AI systems losing control, the pace of AI development is expected to conti...
Nvidia has chosen Palantir to manage the software for its complex 1.3 million-part AI supply chain, marking a significant endorsement despite recent criticism from Jim Cramer, who labeled Palantir "ice cold." This partnership integrates Palantir's Fo...
Nvidia and Palantir have jointly developed a sovereign AI stack designed to improve industrial supply chain management, using Nvidia's Nemotron models and cuOpt software combined with Palantir's Foundry and Ontology. Nvidia is the initial user, apply...
Michael Burry, known for his bearish stance on AI-related stocks like NVIDIA and CoreWeave, has reduced his short positions by closing December 2026 put options on NVIDIA due to rapid time decay and strong stock performance. Despite this, he maintain...
Palantir's stock has surged over 1,700% since its 2020 IPO, but shares have declined slightly this year despite a strong Q2 with 92.83% revenue growth and a 149% increase in U.S. commercial revenue. CEO Alex Karp described the quarter as "otherworldl...
