Does Palantir's Latest Partnership With Nvidia Make It a Screaming Buy?

The article covers Nvidia’s new partnership with Palantir to deploy sovereign AI for government agencies. Palantir will use Nvidia’s Nemotron open AI model to build tailored applications, with the goal of keeping sensitive government data secure while ensuring workloads run on Nvidia hardware. The piece argues the deal could expand Palantir’s government business and deepen Nvidia’s exposure to a potentially massive public-sector AI market. It also compares the two stocks’ valuations, concluding that Palantir may benefit more operationally, but Nvidia appears the better long-term buy because it is less expensive and has broader growth optionality. Market-wise, the announcement reinforces the bullish investment case for AI infrastructure and government AI adoption, while highlighting that investor expectations are already far higher for Palantir than for Nvidia.