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At close · Wed, Sep 9, 2026
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HomeEarningsPreviewsPalantir taps Nebius as preferred sovereign AI infrast…

Palantir taps Nebius as preferred sovereign AI infrastructure partner

The deal pairs Palantir software with Nebius GPU data centers and aims to keep data, models, and compute within approved legal and physical jurisdictions.

Palantir Technologies has designated Nebius Group as its preferred sovereign AI infrastructure partner, positioning the collaboration around deploying AI in environments that better match data residency requirements and internal privacy rules, according to MarketBeat Ratings.

The arrangement is designed to run Palantir enterprise software directly on Nebius high-density physical compute clusters, with Nebius handling the GPU data center facilities and Palantir providing an orchestration and deployment layer through its Artificial Intelligence Platform, Foundry, and Apollo.

MarketBeat Ratings said the sovereign approach is intended to isolate parts of the intelligence lifecycle so sensitive data and model assets do not route across third-party shared servers that may span borders, while also addressing budgeting concerns tied to variable per-token API fees in standard public cloud setups.

The source added that execution speed is a key advantage, and that Nebius plans capacity expansions through modular data center installations, focusing on regions with secured grid connections and power allocation timelines, including delays of two to four years in traditional commercial builds due to power backlogs.

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