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Special Report Palantir's New Partnership Continues Separating Fact From FictionWritten by Chris Markoch. Date 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: The Biggest IPO Ever: Claim Your Stake Today
Several headlines are taking a backseat to pressing geopolitical concerns. Still, Palantir Technologies' (NASDAQ: PLTR) partnership with NVIDIA (NASDAQ: NVDA) to launch a sovereign artificial intelligence (AI) OS reference architecture deserves more attention. The partnership will deliver a pre-packaged, turnkey AI system: NVIDIA supplies the hardware, while Palantir supplies the software that enables customers to deploy and secure production-ready AI infrastructure at scale. San Francisco is the strangest city in America right now—you can hop into a self-driving car and be chauffeured by a robot, but out the window you see addicts slumped in doorways, open-air drug markets, the mentally ill screaming at the sky, and entire city blocks consumed by homeless encampments. It's ground-zero for the most disruptive technological forces of our age, and Erez lives in the Bay Area plugged into the capital, the connections, and the companies reshaping the world—the advancements in AI, blockchain, computing, and biosciences are unlike anything the world has seen before, and a tsunami of disruption is coming for everything all at once. During our most recent broadcast, we exposed what we're calling the most asymmetric opportunity of our careers: an overlooked financial company hiding a multi-billion-dollar blockchain asset Wall Street hasn't priced in—it's one of those rare situations Warren Buffett would describe as raining gold when all you have to do is step outside if you want to get rich. Watch the broadcast before the window closes now The key phrase for non-technical readers is "Sovereign AI." Governments, municipalities, the military, and large enterprises are primarily concerned with retaining full control over their data, AI models, and applications—the entire AI stack. Today, many organizations must send data to third-party cloud providers (Amazon Web Services, Google Cloud, or Azure), which raises breach and access risks. This solution mitigates that concern by allowing organizations to fully own and control the entire architecture. What This Deal Means for Palantir Palantir still faces skeptics, and this announcement won't silence all criticism. One common concern is the company's perceived dependence on government revenue. About 55% of Palantir's revenue comes from public-sector customers. Those contracts are typically large, multi-year, and sticky—attributes investors value because they make switching costly once Palantir is installed. This partnership reinforces those attributes with the U.S. government—where Palantir is increasingly seen as a de facto operating system—and could broaden its footprint with international governments, a market where critics have noted room for growth. AIPCon 9: Let the Customers Provide the Proof Palantir's AIPCon has become a showcase for the company's Artificial Intelligence Platform (AIP). The mid-March event continued that trend, featuring real customers describing real-world results delivered by Palantir. The session lineup reinforced how Palantir is expanding across both government and commercial sectors. For example: - Centrus Energy (NYSE: LEU) is using Palantir's platform to integrate classified and unclassified systems as part of efforts to restart domestic nuclear enrichment. That work ties directly to American energy independence and national security—a tangible example of high-stakes, long-duration contracts that make Palantir unique.
That's the key point for investors. Critics argue Palantir is too reliant on government revenue, but events like AIPCon demonstrate growth across both government and commercial customers—in revenue and in customer count. The takeaway is clear: Palantir isn't selling a distant vision. It's building a track record based on long-term contracts with customers that have deeply integrated Palantir's software into mission-critical workflows. Once customers experience those benefits, they are unlikely to move away from the Palantir platforms. PLTR Stock Remains a Solid Long-Term Buy Palantir stock is up nearly 500% over the past five years. That performance isn't solely driven by retail enthusiasm; the company continues to show substantial potential for future growth. Valuation concerns are valid and depend on each investor's risk tolerance. In the past six months, it has been prudent to be defensive on PLTR. Many bears argue that, as with other technology stocks, much of the long-term growth may already be priced in. Still, for long-term investors the dip near $130 presented—and would present—an attractive buying opportunity. The NVIDIA deal strengthens Palantir's moat. Regardless of current valuation, PLTR has the potential to move substantially higher over the next three to five years. | 
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