Nvidia and Palantir team up to run supply chains with AI, starting with Nvidia's own million-part operation
Nvidia and Palantir integrated open Nemotron models and cuOpt into Foundry to run AI-driven supply chains, starting with Nvidia's million-part operation.
Nvidia and Palantir announced a partnership to run supply chains with AI, first deployed on Nvidia's own network of millions of parts and thousands of suppliers; a single Vera Rubin rack contains 1.3 million components. Palantir is integrating open Nemotron models into its Foundry platform for customer fine-tuning, while Nvidia cuOpt handles scenario planning and optimization, with decisions fed back to improve models over time. The stack runs on customer hardware or in the cloud through the Sovereign AI OS reference architecture with infrastructure partners Dell, Cisco, Rackspace, and Nebius, with more details shown at AIPCon 11.
- Nemotron 3 Ultra was the strongest open US model at its June launch but has since been overtaken by Thinking Machines Lab's Inkling.
- The deal supports Palantir CEO Alex Karp's argument that companies should run their own models rather than rely on third-party providers.
- Target sectors include manufacturing, pharma, and energy.
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Nvidia and Palantir want to run supply chains with AI. The first deployment target is Nvidia's own supply chain, which spans millions of parts, thousands of suppliers, and a global partner network. A single Vera Rubin rack contains 1.3 million components, according to Nvidia.
Palantir is integrating open Nemotron models into its Foundry platform, where companies can fine-tune them with their own operational data. Nvidia cuOpt handles scenario planning and optimization. The system is designed to spot bottlenecks earlier, speed up material allocation, and evaluate alternatives. Decisions and their outcomes feed back into the models so they improve over time. Companies in manufacturing, pharma, or energy can run the full stack on their own hardware or in the cloud through the Sovereign AI OS reference architecture. Infrastructure partners include Dell, Cisco, Rackspace, and Nebius. Palantir is showing more details at AIPCon 11.
Nvidia has been building out the Nemotron lineup as an alternative to Chinese open-weight models. The flagship Nemotron 3 Ultra was the strongest open US model at its June launch, according to Artificial Analysis, though Inkling from Thinking Machines Lab has since taken the lead. Palantir CEO Alex Karp has been pushing the idea that companies should run their own models rather than hand their knowledge over to third-party providers. Mistral founder Arthur Mensch recently made a similar argument.
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