PLTR · News · 20260915N

Partner Ecosystem Expansion

Palantir Technologies Inc. · 2026-09-15 · Importance 52 · Surprise 42

Palantir has formed a partnership with Nebius intended to accelerate commercial AI infrastructure growth. The collaboration positions Nebius as Palantir’s preferred enterprise sovereign-AI infrastructure provider. Nebius is targeting 5 GW of data-center compute capacity, while street estimates cited in the report assign the infrastructure opportunity approximately $40 billion of revenue by 2029.

Key facts

• The bidding process decision has been complicated by questions surrounding Jacobs Solutions, particularly regarding its past ties to Palantir. source