Nvidia Puts Its Global Chip Supply Chain on Palantir's Foundry and Ontology
BrettKrieger12 · x · 2026-09-11
Nvidia is now running its supply chain on Palantir.
- Nvidia's Alex Neefus: Palantir's Foundry and Ontology provide the "operating context" — materials, manufacturers, sites, commits, and capacity allocations all live in a governed data layer, tracking expected vs. actual output
- Palantir CEO Alex Karp says the process couldn't have started until the workflows were built in Palantir
- Jensen Huang calls Palantir the "single most important enterprise stack in the world," and Palantir will integrate Nvidia chips to process "at the speed of light" and extraordinary scale
A deepening alliance between two core AI companies, with supply-chain data infrastructure as the new competitive layer.
Related event: NVIDIA Migrates Its Own Supply Chain to Palantir's Sovereign AI Platform(5 posts)→
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