Palantir and Nvidia have partnered to deliver an AI system that lets U.S. government agencies securely run Nvidia's Nemotron models while keeping full control of their data. The deal matters to Palantir investors because it reinforces the company's status as a top-tier AI provider—backing the case that its valuation, though high at 100 times trailing free cash flow, is defensible given its projected 96% earnings growth in 2026.
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Palantir Technologies announced a strategic collaboration with Nvidia to help U.S. government agencies run Nvidia's Nemotron models in secure environments. The partnership will provide an "intelligent engine" to train, deploy, and improve AI models while ensuring customers retain control of their data and intellectual property.
Why it matters
For Palantir investors, the news supports a valuation argument. Although Palantir's stock is down 44% from its 52-week high in November and trades at roughly 100 times its trailing 12-month free cash flow of $2.7 billion（約4300億円）, the company is projected to grow earnings by 96% in 2026—a pace that may justify the premium valuation for a top-tier AI provider.
What to watch
Palantir's shares have become more attractive as skepticism over valuation wanes. The partnership underscores Nvidia CEO Jensen Huang's point that open-source AI is foundational to national security and U.S. technology leadership, positioning the collaboration as mission-critical infrastructure for government agencies.
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