Nvidia and Palantir collaborate to accelerate AI infrastructure development

Nvidia and Palantir have launched a collaboration to streamline supply chains for AI infrastructure, with Nvidia using Palantir’s software to manage its global supply chain. This partnership, which began in October 2025, leverages Nvidia’s open-weight models to address bottlenecks in its supply chain. Justin Boitano, Nvidia’s vice president of enterprise AI, emphasized that Nvidia is at the center of the world’s largest infrastructure buildout. The company aims to produce up to $500 billion in AI infrastructure in the U.S. through partnerships and federal initiatives. Boitano highlighted the complexity of coordinating thousands of suppliers and 1.3 million components for each Vera Rubin rack of GPUs. The collaboration is designed to run on a customer’s own servers, helping organizations with complex supply chains. Boitano noted that the system can automate the allocation of compute resources through AI infrastructure, which he claims represents a significant portion of the U.S. economy.