Nvidia and Palantir are selling a sovereign AI stack, starting with Nvidia’s own supply chain
Nvidia and Palantir have announced today a joint product for running AI over corporate supply chains without handing the underlying data to anyone else, and the first customer is Nvidia, which is using it on its own.
It pairs Palantir’s Foundry, its Artificial Intelligence Platform and its Ontology with Nvidia’s open Nemotron models and cuOpt optimisation software, packaged as something Palantir calls its Sovereign AI Operating System reference architecture.
It can be deployed on-premises, in a cloud, or in a colocation facility, with Dell, Cisco, Rackspace and Nebius named as partners.
The use case is real, and the number that explains it is 1.3 million: the count of parts in a single Nvidia Vera Rubin rack. Tracking that many components across suppliers, and working out which constraint is the one actually holding up a build, is a genuine optimisation problem rather than a slide.
“Supply chains are the operating system...
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