Nvidia & Palantir
24 shared events · Importance 7 · Last updated Aug 14, 2026
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Business
Nvidia: Nvidia entered a strategic collaboration with Palantir to deliver new AI models for government customers, enhancing its reach in the government sector.
Palantir: Palantir stock price increased due to a new strategic collaboration with Nvidia and a general investor rotation into AI software stocks. The company will help U.S. government agencies run Nvidia's Nemotron models in secure environments.
Jun 26, 2026 · 13 articles
Business
Nvidia: Nvidia is aligned with Palantir' vision of providing enterprises with control over their AI compute, models, and data stack. Palantir expanded its partnership with Nvidia to help US government agencies build custom AI models using Nvidia's computing infrastructure.
Palantir: Palantir CEO Alex Karp criticized the token-based pricing models of other AI companies, positioning Palantir as an alternative that offers greater control and better ROI for enterprises. This event led to an 8% rise in Palantir shares.
Jul 02, 2026 · 8 articles
Tech
Nvidia: Nvidia initiated and leads the Open Secure AI Alliance, contributing open models and the NOOA framework, enhancing its reputation as a key player in AI security.
Palantir: Palantir is a founding member.
Jul 27, 2026 · 37 articles
Business
Nvidia: Benefited from the AI rally, with shares rising. Continued to be a key beneficiary of AI infrastructure spending.
Palantir: Raised its annual revenue forecast after reporting 'otherworldly' growth. Stock surged nearly 30%.
Jul 14, 2026 · 280 articles
Business
Nvidia: Nvidia is the dominant GPU supplier for AI infrastructure, and its demand is closely tied to the growth of companies like Nebius. Burry's short on Nvidia reflects concerns about the sustainability of AI capex.
Palantir: Palantir is a data analytics company with AI exposure. Burry holds put options on the stock, reflecting his bearish view on AI valuations.
Aug 12, 2026 · 6 articles
Tech
Nvidia: Nvidia co-convened the letter, aligning with its hardware and software ecosystem. The event supports the adoption of open-weight models, potentially increasing demand for its AI infrastructure.
Palantir: Palantir's co-signature aligns with its AI and data analytics focus, potentially enhancing its credibility in the AI space.
Aug 06, 2026 · 6 articles
Business
Nvidia: Nvidia is a key AI beneficiary; its stock could be affected by regulatory or reputational risks.
Palantir: Palantir's market cap of $322 billion is central to Karp's wealth; his comments may affect its public image and regulatory risk.
Jul 17, 2026 · 6 articles
Business
Nvidia: Nvidia is used as a comparative example for a past investment opportunity, highlighting the potential for significant returns in the AI sector.
Palantir: Palantir is the central entity of this event, with its stock performance, financial results, and valuation being the primary focus of the articles. The company has experienced significant revenue growth, particularly in its U.S. commercial segment, driven by its Artificial Intelligence Platform (AIP).
May 28, 2026 · 45 articles
Business
Nvidia: Nvidia is mentioned as one of the 'Big Tech' companies pursuing capital-intensive AI systems that rely on massive data centers, a model Reeltime.tv is challenging.
Palantir: Palantir is mentioned as one of the 'Big Tech' companies pursuing capital-intensive AI systems that rely on massive data centers, a model Reeltime.tv is challenging.
Jun 10, 2026 · 7 articles
Business
Nvidia: Nvidia is mentioned as one of the 'crowded AI favorites' that Michael Burry has been shorting, contrasting with his long position in Microsoft.
Palantir: Palantir is mentioned as one of the 'crowded AI favorites' that Michael Burry has been shorting, consistent with his strategy of betting against overheated market segments.
Jun 27, 2026 · 6 articles
Business
Nvidia: Nvidia is a key supplier of GPUs for SpaceX's AI data centers, benefiting from SpaceX's massive AI infrastructure spending.
Palantir: Palantir's post-IPO performance is used as a comparison.
Jun 18, 2026 · 319 articles
Business
Nvidia: Nvidia is mentioned as the world's most valuable public company, providing a benchmark for SpaceX's market valuation.
Palantir: Palantir is cited as an example of a high-profile company whose stock popped on the first day of trading, showcasing the initial market enthusiasm for highly anticipated IPOs. This provides a historical precedent.
Mar 09, 2018 · 538 articles
Business
Nvidia: Nvidia is mentioned as an industry leader alongside which Redwood AI Corporation is positioned, providing context for Redwood's market aspirations.
Palantir: Palantir is mentioned as a comparable company in the enterprise AI adoption space, providing context for Redwood AI Corporation's market position.
Jun 08, 2026 · 8 articles
Domestic
Nvidia: Nvidia shares were purchased by Donald Trump before his administration took policy actions favoring technology firms, raising questions about potential market manipulation.
Palantir: Palantir shares were purchased by Donald Trump before his administration took policy actions favoring technology firms, raising questions about potential market manipulation.
Jun 02, 2026 · 7 articles
Business
Nvidia: Nvidia is included as an underlying asset in the new CFDs, but the event has no direct impact on the company.
Palantir: Palantir is included as an underlying asset in the new CFDs, but the event has no direct impact on the company.
Jul 22, 2026 · 8 articles
Business
Nvidia: Nvidia is part of the 'Magnificent Seven' companies that dominate the S&P 500 due to years of earnings dominance, contrasting with the unprofitable IPOs.
Palantir: Palantir is referenced as a benchmark for valuation and sustained earnings, which SpaceX, OpenAI, and Anthropic currently lack.
Apr 20, 2026 · 457 articles
Regulatory
Nvidia: Nvidia is another company Trump has complimented, but it is not directly involved in the Truth API controversy.
Palantir: Trump's endorsement of Palantir on Truth Social caused a stock jump, illustrating the market impact of his posts.
Jul 16, 2026 · 100 articles
Regulatory
Palantir: Palantir, a partner of Anthropic, may be affected by the 'supply chain risk' designation, as it integrates Anthropic's AI tools into its Maven Smart System used by the US military.
Feb 15, 2026 · 139 articles
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