Semiconductor News & Analysis Feed

Palantir Technologies' deepening partnership with NVIDIA represents a significant strategic move in the AI landscape, though current valuations suggest the stock may already be fully priced. The collaboration leverages NVIDIA's leadership in AI chip technology to enhance Palantir's data processing c

Palantir Technologies showcased its advancements in sovereign AI at its AIPCon event, emphasizing enterprise control over data, infrastructure, and fine-tuned models. Key partners included NVIDIA, Cisco, and the U.S. Federal Aviation Administration (FAA). Palantir's Foundry, Ontology, and AI Platfor

On July 24, 2026, NVIDIA CEO Jensen Huang and Palantir Technologies co-signed an open letter advocating for open-weight AI models, urging policymakers to avoid restrictive regulations that could hinder their development and use. This move underscores both companies' strategic positioning in the AI l