The two companies will combine Nvidia's Nemotron open models with Palantir's software to let agencies train and deploy AI in secure, air-gapped environments
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Palantir $PLTR Technologies and Nvidia $NVDA announced a strategic initiative to deliver an intelligent engine for running Nvidia's Nemotron open models in sovereign environments, with a primary focus on U.S. government agencies and critical infrastructure.
Under the partnership, Nvidia's AI platform — including its compute infrastructure, software ecosystem, and Nemotron open models — will be combined with Palantir's critical infrastructure products, specifically AIP, Ontology, Foundry, and Apollo, the companies said. The joint offering is designed to let government agencies train AI on their own data, retain full ownership of the resulting models, and deploy those models in classified and air-gapped environments.
Key features of the platform include explicit data authorization, architecturally enforced customer-specific isolation, secure perimeter enforcement, data portability, the right to erasure, and full auditability, the companies said. As customized models are used in production, agencies can feed new data and user feedback back into the system to improve model performance over time — a process the companies describe as a continuous feedback loop.
"Combining Palantir infrastructure with Nvidia's AI and Nemotron models will allow the U.S. government to unleash the full power of LLMs while removing the underlying security risks and rational concerns around proprietary insights migrating into the weights of closed models," Palantir co-founder and CEO Alex Karp said in a statement.
Nvidia founder and CEO Jensen Huang said in a statement that open source AI is "foundational to national security, public safety and U.S. technology leadership" and that the partnership gives government agencies "a secure, customizable and fully controlled foundation to build mission-critical AI systems."
The offering builds on a previously announced Sovereign AI Operating System Reference Architecture between the two companies, the companies said. Enterprise-grade deployments can be supported through Nvidia's AI Enterprise software suite, including Nvidia NIM microservices.
Shares of Palantir climbed to $116.69 on Monday, a gain of 3.3%, extending a recovery that began Friday when the stock posted a 5.3% advance to snap a seven-day skid. The company's shares are still down 34% for the year, Barron's reported.
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