Palantir (PLTR)
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Palantir selects Nebius as preferred commercial infrastructure partner
TradersUnion reports Palantir has chosen Nebius Group as its preferred infrastructure partner to offer AI‑optimized computing to commercial customers, expanding Palantir’s sovereign AI infrastructure options though no contract values or revenue guidance were disclosed. The tie-up could broaden deployment options for customers but lacks near‑term financial detail.
via TabTab20h agoSource
NVIDIA and Palantir deploy Nemotron models for NVIDIA supply‑chain planning
ENGtechnica reports NVIDIA and Palantir are integrating NVIDIA Nemotron open models with Palantir Foundry, AIP and Ontology to run AI‑assisted supply‑chain planning inside NVIDIA’s operations, with capabilities for post‑training on customer data and on‑prem deployments. The collaboration demonstrates a commercial use case of Palantir’s sovereign AI stack and could drive revenue from enterprise integrations across industries.
via TabTab1d agoSource
Palantir seeks zero-data‑retention guarantees from model providers
Reuters reports Palantir has pressed Anthropic for irrevocable zero-data‑retention guarantees and is among large tech firms limiting use of advanced AI models over concerns about model providers using proprietary data. This matters because Palantir’s demand could constrain which external foundation models it integrates and influence commercial deployments that require strict data sovereignty.
via TabTab1d agoSource
D.A. Davidson raises Palantir price target to $250 after AIPCon 11
Ad‑Hoc News and related reports note D.A. Davidson lifted its price target on Palantir to $250 on Sept. 14, citing strong AI momentum and commercial demand showcased at AIPCon 11. While an analyst target change is not a corporate action, it reflects bullish investor sentiment that has supported recent share gains.
via TabTab1d agoSource