NVIDIA and Palantir partner on a sovereign AI stack for supply chains
Announced a partnership to build a sovereign AI stack for supply chain optimization. It combines NVIDIA's Nemotron open models, cuOpt optimization software, and NeMo data, AutoModel and RL libraries with Palantir Foundry, AIP and Ontology and the Palantir Sovereign AI Operating System reference architecture (SAIOS); the first deployment is NVIDIA's own supply chain. The company claims the stack is used for material allocation, constraint identification and production-impact assessment amid complexity that reaches 1.3 million parts per Vera Rubin rack. Dell, Cisco, Rackspace and Nebius join as infrastructure partners.
Why it matters
A case of AI moving beyond models and chips into manufacturing and logistics operating systems themselves; supply-chain planning at the scale of 1.3 million parts has become a real target of agentic optimization.
Source — Primary sources first; secondary reports are labelled “Press”
Officialnvidianews.nvidia.comhttps://nvidianews.nvidia.com/news/nvidia-and-palantir-bring-sovereign-intelligence-to-critical-supply-chainsAdded in Week 38, 2026 · See that week