Palantir, Nvidia, and Dell Climb on Sovereign AI Data Center Deal

This article first appeared on GuruFocus.

Palantir Technologies Inc. (PLTR, Financials) shares gained Wednesday after U.K. based Sovereign AI chose the company, along with Nvidia, Dell, and Accenture, to develop a network of AI data centers across Europe, the Middle East, and Africa.

Palantir will oversee the software side of the project using its Chain Reaction operating system, while Dell and Nvidia will provide the hardware backbone through the Dell AI Factory, powered by Nvidia’s Blackwell GPUs. Accenture will manage operational and engineering support.

Sovereign AI said the effort aims to build a resilient, sovereign AI foundation for government and commercial clients, part of a growing global trend toward regionally controlled cloud infrastructure.