Nvidia will use Palantir to gain insight its supply chain

Nvidia will use Palantir’s Foundry software to analyze its global network of suppliers and partners for supply chain risks — and Palantir will incorporate Nvida’s Nemotron open AI model into its existing AI software stack.

The deal will enhance both companies’ offerings, they said: Nvidia will use Palantir’s AI stack to optimize its complex supply chain ecosystem, helping teams identify potential constraints, evaluate alternatives more quickly and allocate materials based on end-to-end production impact. The companies are already close partners.

At the same time, they said, Nemotron will bring more supply-chain visibility to the platform that Palantir sells to other companies, enabling its customers to build their own AI stacks by training Nemotron with their own data. They will be able to use the system to manage supply constraints and assess trade-offs.

Nvidia CEO Jensen Huang highlighted the complexities of the supply chain involved in building modern AI data centers, saying, “Nvidia and Palantir are transforming this vast operational graph into sovereign intelligence — combining Nvidia Nemotron models with Palantir’s Ontology to reason, plan and orchestrate the journey from wafer to token.”

The news release announcing the deal was riddled with references to sovereignty, a concern for enterprises as governments attempt to unwind decades of globalization and build to a new world order based on coercion rather than cooperation.