Palantir Technologies and NVIDIA are deploying sovereign artificial intelligence across complex supply-chain operations, beginning with NVIDIA's own network. NVIDIA is combining Palantir Foundry with its Nemotron models to support decisions on materials, manufacturing capacity and production allocation, drawing on operational data alongside contextual inputs such as supplier conversations, weather, emails and geopolitical developments. The partnership extends NVIDIA's use of AI beyond GPUs while giving Palantir a prominent internal deployment at a major technology company. NVIDIA shares fell about 2.2% and Palantir shares dropped roughly 2% Thursday as Treasury yields rose, oil traded above $100 and renewed inflation concerns pressured technology stocks. Palantir's U.S. commercial revenue rose 149% year over year to $764 million in Q2, while its Nebius partnership expanded its enterprise AI footprint.