Palantir Names Nebius Preferred Sovereign AI Infrastructure Partner

Palantir Technologies named Nebius Group its preferred sovereign AI infrastructure partner on September 8, 2026, granting eligible Palantir commercial customers access to Nebius cloud and inference infrastructure after an integration period. The companies plan to accelerate new capacity deployments, including modular data centers at sites with existing power access, but disclosed no contract value, term, customer commitments, or compute capacity.

Palantir Names Nebius Preferred Sovereign AI Infrastructure Partner - Palantir named Nebius its preferred sovereign AI infrastructure partner on September 8, 2026. <sup \ 1\ https://www.sec.gov/Archives/edgar/data/1513845/000110465926105749/tm2624958d1 ex99-1.htm </sup - Eligible Palantir commercial customers will gain access to Nebius cloud and inference infrastructure after an integration period. <sup \ 1\ https://www.sec.gov/Archives/edgar/data/1513845/000110465926105749/tm2624958d1 ex99-1.htm </sup <sup \ 2\ https://www.datacenterdynamics.com/en/news/palantir-selects-nebius-as-sovereign-ai-infrastructure-provider/ </sup - The companies plan to accelerate new capacity deployments, including modular data centers at sites with existing power access. <sup \ 1\ https://www.sec.gov/Archives/edgar/data/1513845/000110465926105749/tm2624958d1 ex99-1.htm </sup <sup \ 2\ https://www.datacenterdynamics.com/en/news/palantir-selects-nebius-as-sovereign-ai-infrastructure-provider/ </sup - The announcement disclosed no contract value, term, customer commitments, or compute capacity. <sup \ 1\ https://www.sec.gov/Archives/edgar/data/1513845/000110465926105749/tm2624958d1 ex99-1.htm </sup Palantir Technologies and Nebius Group announced a strategic partnership on September 8, 2026, making Nebius Palantir’s preferred sovereign AI infrastructure partner and extending Nebius compute and cloud services to Palantir’s commercial customers. \ 1\ https://www.sec.gov/Archives/edgar/data/1513845/000110465926105749/tm2624958d1 ex99-1.htm \ 2\ https://www.datacenterdynamics.com/en/news/palantir-selects-nebius-as-sovereign-ai-infrastructure-provider/ After an integration period, eligible customers will be able to access Nebius cloud and inference infrastructure from within Palantir’s enterprise perimeter. The companies said the arrangement is intended to give customers control over their compute, data, and models while enabling them to deploy and adapt open models on Nebius infrastructure. \ 1\ https://www.sec.gov/Archives/edgar/data/1513845/000110465926105749/tm2624958d1 ex99-1.htm \ 2\ https://www.datacenterdynamics.com/en/news/palantir-selects-nebius-as-sovereign-ai-infrastructure-provider/ The partnership also includes plans to bring new AI capacity online, including through modular data-center deployments at sites where power is already available. Neither company disclosed the locations, capacity, contract value, term, or customer commitments associated with the arrangement. \ 1\ https://www.sec.gov/Archives/edgar/data/1513845/000110465926105749/tm2624958d1 ex99-1.htm The Partnership Palantir’s Sovereign AI Operating System provides the authorization and isolation layer for the offering, while Nebius supplies AI-native compute, cloud infrastructure, and inference endpoints. The companies said the integration will bring those services inside Palantir’s enterprise perimeter. \ 1\ https://www.sec.gov/Archives/edgar/data/1513845/000110465926105749/tm2624958d1 ex99-1.htm The disclosed customer scope is commercial. Eligible Palantir customers will be able to run open models on Nebius infrastructure and continually adapt them with their own data for domain-specific workloads. \ 1\ https://www.sec.gov/Archives/edgar/data/1513845/000110465926105749/tm2624958d1 ex99-1.htm \ 2\ https://www.datacenterdynamics.com/en/news/palantir-selects-nebius-as-sovereign-ai-infrastructure-provider/ Capacity Deployment Palantir and Nebius said they will work to accelerate new AI capacity for Palantir customers, including through modular data-center deployments at sites that already have power available. They did not identify sites, power providers, deployment schedules, or rack and GPU configurations. \ 1\ https://www.sec.gov/Archives/edgar/data/1513845/000110465926105749/tm2624958d1 ex99-1.htm \ 2\ https://www.datacenterdynamics.com/en/news/palantir-selects-nebius-as-sovereign-ai-infrastructure-provider/ The announcement therefore describes a partnership and planned platform integration, not a named data-center development or disclosed capacity purchase. \ 1\ https://www.sec.gov/Archives/edgar/data/1513845/000110465926105749/tm2624958d1 ex99-1.htm Sovereign AI Positioning Palantir said its Sovereign AI Operating System is built on AIP, Ontology, Foundry, and Apollo. Nebius’ role is to add AI-native infrastructure for compute and inference within that software-controlled environment. \ 1\ https://www.sec.gov/Archives/edgar/data/1513845/000110465926105749/tm2624958d1 ex99-1.htm Alex Karp, Palantir’s co-founder and CEO, said: “Nebius’ compute infrastructure powers your ability to run your own AI models under conditions you control.” \ 1\ https://www.sec.gov/Archives/edgar/data/1513845/000110465926105749/tm2624958d1 ex99-1.htm Nebius is headquartered in Amsterdam and listed on Nasdaq under NBIS; Palantir is listed on Nasdaq under PLTR. \ 1\ https://www.sec.gov/Archives/edgar/data/1513845/000110465926105749/tm2624958d1 ex99-1.htm Companies mentioned Further sources The stories that matter, in one email. Free — unsubscribe anytime.