Is Palantir’s Deal With Nvidia a Game Changer?

Is Palantir’s Deal With Nvidia a Game Changer?

By Adam Spatacco
Publication Date: 2025-12-03 17:00:00

Key Points

  • Nvidia is bringing its software system and GPUs to Palantir’s Artificial Intelligence Platform.

  • The deal should broaden Palantir’s uses while providing Nvidia with more opportunity beyond selling its products to AI model developers.

  • 10 stocks we like better than Palantir Technologies ›

Among megacap technology stocks, no other company has benefited from the artificial intelligence (AI) revolution more than Nvidia (NASDAQ: NVDA). Over the last three years, its shares have skyrocketed 960%, propelling the company’s market capitalization to $4.4 trillion and making it the most valuable business in the world.

Perhaps the largest beneficiary of AI beyond the “Magnificent Seven” is data analytics specialist Palantir Technologies (NASDAQ: PLTR), whose shares gained more than 2,000% since ChatGPT was released three years ago.

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It was only a matter of time before these two AI darlings synced up. Now, with Nvidia and Palantir joining forces, investors are surely wondering if the recent partnership could redefine the AI landscape.

Let’s break down how Palantir and Nvidia are working together and assess how investors could benefit from this new dynamic duo.

Image source: Getty Images.

How the partnership works

It’s important for investors to understand why large corporations and government agencies are…