Mentioned:
Palantir believes deeply in open-weight models. Which is exactly why they’ve just partnered up with Nebius to give their commercial customers a place to deploy open-weight models without losing control of their data.
What’s happening:
- Palantir (NASDAQ: PLTR) and Nebius (NASDAQ: NBIS) have partnered to deliver sovereign artificial intelligence infrastructure to Palantir’s commercial customers
Why it matters:
- The new partnership between Palantir and Nebius will allow Palantir’s commercial customers to run open-weight models on Nebius’ GPU clusters, fine tune them on their own private data and maintain control of all of their own private data
Going deeper:
- Palantir's stack of artificial intelligence technology including AIP, Ontology, Foundry and Apollo will act as the control layer for Palantir’s customers and manage which data and models ultimately run on Nebius’ GPU clusters
- Nebius and Palantir have both publicly stated they will also build new capacity together through modular data centres at sites where Nebius already has existing power capacity
The intrigue:
- Nebius has been striking a flurry of new deals with large technology companies lately, including previously cutting a $27B USD deal for artificial intelligence compute capacity with Meta (NASDAQ: META)
