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Mar 12, 2026 12:00 PM

Nvidia-Palantir Partnership Targets Data-Sovereign AI Deployment

NVIDIA Corp. (NASDAQ:NVDA) shares slid during Thursday's premarket session. Today, the company announced partnership news tied to government-grade AI deployments while risk appetite stayed cautious.

Partnership With Palantir

Palantir Technologies (NASDAQ:PLTR) announced a "sovereign AI OS reference architecture" with Nvidia.

The company says it delivers customers a turnkey AI datacenter experience spanning hardware procurement through application deployment.

Palantir said the AIOS-RA is based on NVIDIA Enterprise Reference Architectures. It is "tested and qualified" to run Palantir's full software suite, including AIP, Foundry, Apollo, Rubix, and AIP Hub.

The release frames the stack as combining NVIDIA AI infrastructure and notes it runs on NVIDIA Blackwell.

Justin Boitano, vice president, Enterprise AI Platforms, NVIDIA, added, "AI is redefining the infrastructure stack, demanding, latency-sensitive and data-sovereign environments require a full-stack architecture, built from silicon to systems to software."

"By combining Palantir's sovereign AI OS reference architecture with NVIDIA AI infrastructure, industries and nations can turn data into intelligence with speed, efficiency, and trust."

Technical Analysis

The broader market moved lower on the previous trading day, with the S&P 500 ...