Nebius will help Palantir provide its clients with “AI factories”
Palantir has selected Arkady Volozh's company as its preferred infrastructure provider for "sovereign AI"
Nebius shares have risen 170% this year / Photo: nebius.com
Nebius Group, founded by Arkady Volozh, which provides cloud infrastructure for artificial intelligence, and software developer Palantir have announced a strategic partnership. As part of the deal, Palantir has designated Nebius as its preferred infrastructure provider, which its customers will be able to use to train and deploy their own AI models, according to a joint statement from the companies.
What Is the Essence of a Partnership?
Once the integration is complete, Nebius’s computing power will be deployed within Palantir’s secure ecosystem for enterprise customers (the Sovereign AI Operating System), the companies announced. This will enable Palantir customers to build open AI models on Nebius’s infrastructure, train them on their own data, and adapt them for specific tasks. At the same time, they will retain control over the data, the models, and the computations. Palantir believes this approach should deliver greater accuracy for specific tasks compared to closed, general-purpose models.
The Sovereign AI Operating System platform is built on Palantir products—Ontology, Foundry, and others. The system provides a level of authorization and isolation that allows Palantir customers to train models on their own data while retaining full control over it. The core of Palantir’s vision is to enable its customers to create their own “AI factory” that they can deploy on-premises and fully control.
The companies also agreed to collaborate to accelerate the deployment of new capacity for Palantir's customers, including through modular data centers at sites with access to electricity.
How did the market react?
Nebius shares rose 2.3% in premarket trading in New York. Palantir shares fell 0.2%.
Context
Amsterdam-based Nebius rents out computing power for artificial intelligence. The company has signed a five-year agreement with Microsoft worth $17.4 billion, with the option to increase the amount to $19.4 billion, and a contract with Meta to provide infrastructure worth up to $27 billion. In July, it was revealed that Nvidia, the global market leader in graphics processors for AI, holds a 9.3% stake in Nebius. Nvidia has also committed to providing Nebius with access to new generations of accelerated computing.
In 2025, Wedbush analysts included Nebius, along with Palantir, in the IVES AI Revolution 30 Index—a list of companies that will shape the future of artificial intelligence. According to MarketWatch, 65% of analysts covering Nebius recommend that investors buy the stock, even though it has already risen 170% this year.
This article was AI-translated and verified by a human editor
