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Additional Reading from MarketBeat Palantir's New Partnership Continues Separating Fact From FictionBy Chris Markoch. Article Posted: 3/17/2026. 
Key Points - Palantir and NVIDIA are launching a sovereign AI architecture that allows governments and enterprises to run AI infrastructure while maintaining full control of their data and systems.
- The partnership strengthens Palantir’s position with government customers while potentially expanding its reach with international governments and large enterprises.
- Customer examples from AIPCon show real-world adoption, reinforcing the case that Palantir’s AI platform is becoming deeply embedded in mission-critical operations.
- Special Report: Elon Musk already made me a "wealthy man"
Many headlines are taking a backseat to more pressing geopolitical concerns. Still, the announcement that Palantir Technologies (NASDAQ: PLTR) and NVIDIA (NASDAQ: NVDA) are teaming up to launch a sovereign artificial intelligence (AI) OS reference architecture deserves more attention. This partnership delivers customers a pre-packaged, turnkey AI system: NVIDIA supplies the hardware, and Palantir supplies the software that enables organizations to deploy and secure production-ready AI infrastructure at scale. A $1.5 trillion valuation. That is what industry experts are projecting for the highly anticipated SpaceX IPO, expected to be announced on April 20th — potentially surpassing the combined market caps of the six largest U.S. defense contractors. Consider what Tesla's IPO meant for early investors: a $50,000 position held for 10 years grew to $1.5 million. The SpaceX IPO is projected to be even larger. Before April 20th, there is still a backdoor way to secure a pre-IPO stake in SpaceX. Here is how to get positioned. Claim Your Pre-IPO Position The "so what" moment for those who aren't technically inclined is the phrase "sovereign AI." A primary concern for governments, municipalities, the military and large enterprises is the ability to retain total control of their data, AI models and applications (the AI stack). Today, many deployments require sending data to third-party cloud services such as Amazon Web Services, Google Cloud or Azure, which raises the risk of breaches. This system mitigates that concern by allowing organizations to fully own and control the entire architecture. What This Deal Means for Palantir Palantir still has its naysayers, and this announcement alone won't silence them. But one common critique is that the company is "too dependent" on government revenue. For context, about 55% of Palantir's revenue comes from public-sector customers. Those contracts tend to have three attributes investors like: they're large, span multiple years, and are sticky. Once Palantir is embedded, switching costs make exits difficult. This partnership will reinforce those attributes with the U.S. government—where Palantir is increasingly viewed as a de facto operating system—and could help expand its reach into international governments, an area where critics have noted the firm's presence is weaker. AIPCon 9: Let the Customers Provide the Proof Palantir's AIPCon has become a showcase for its Artificial Intelligence Platform (AIP). The mid-March event continued that trend, with customers describing real-world results being delivered by Palantir. The session's lineup was a who's who that reinforced how Palantir is expanding both its government and commercial customer bases. For example: - Centrus Energy (NYSE: LEU) is using Palantir's platform to stitch together classified and unclassified systems as part of efforts to restart domestic nuclear enrichment in the United States. This is active infrastructure work tied directly to American energy independence and national security—a tangible example of the high-stakes, long-duration contracts that make Palantir a one-of-a-kind company.
That's the thread investors should remember. Critics argue Palantir is overly reliant on government revenue, but events like AIPCon provide concrete proof that Palantir is growing both sides of its business—in revenue and customer count. The takeaway for investors: Palantir isn't selling a distant vision. It's building a track record of long-term contractual partnerships in which customers have deeply integrated Palantir's software into mission-critical workflows. Once customers realize those benefits, they are unlikely to abandon the Palantir platforms. PLTR Stock Remains a Solid Long-Term Buy Palantir stock is up nearly 500% over the last five years. That performance isn't solely attributable to retail enthusiasm; the company continues to demonstrate potential for future growth. Some investors, understandably, can't get past the valuation. In the short term, it's been prudent to be defensive on PLTR over the past six months. Many bears argue that, as with many technology stocks, the long-term gains from this partnership are already priced in. However, for long-term investors the dip near $130 presented a clear buying opportunity, and if the stock revisits that level it would likely be another attractive entry point. The deal with NVIDIA is further evidence that Palantir is expanding its moat. That suggests that, regardless of current valuation, PLTR shares can move significantly higher over the next three to five years. | 
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