Nvidia's supply chain integrates Palantir

Nvidia's supply chain will leverage Palantir as the two companies aim to expand sovereign AI and custom Nvidia Nemotron open models into more enterprises.

The news lands as Palantir kicks off its AIPCon 11 showcase.

The Palantir-Nvidia AI stack is the first being deployed in Nvidia's supply chain. The supply chain deployment combines Nvidia's Nemotron open models with Palantir Foundry and Artificial Intelligence Platform (AIP) as well as Palantir Ontology.

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The setup aims to design a supply chain system that can offer visibility, identify constraints and continuously optimize. Nvidia's supply chain, which has to manage the 1.3 million parts in each Nvidia Vera Rubin rack, offers a strong test case for the supply chain.

Both Nvidia and Palantir are touting open models, notably Nemotron, as a way to deliver sovereign AI with enterprise control. Palantir noted that customers can train Nvidia Nemotron with their own data to recommend actions, outline tradeoffs and highlight risks so supply chain leaders can make decisions.

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The significance of the Palantir announcement is that Nvidia is confirming the company is a part of its internal supply chain stack and positioned as a data, ontology and decision layer above existing applications.

Keep in mind that Nvidia's job postings and public statements indicate that the AI infrastructure giant is a heavy SAP shop using SAP Integrated Business Planning, Demand Planning, ERP and SAP Business Network. Nvidia is also using its own AI models to plan as well as Anaplan.

Nvidia also has an internal supply chain optimization engine, Nvidia cuOpt, which uses end-to-end models for supply chain use cases. Nvidia cuOpt will be integrated with the Palantir stack.

The Palantir layer within Nvidia's supply chain will include an operational command center, AI reasoning and optimization.

Although SAP and Palantir don't collide too often that may be changing for the two vendors. Speaking at an investment conference, SAP CEO Christian Klein noted:

"Data, ontology, Business Data Cloud is super important. We don't want to give away our crown jewels, our semantics, but we want to make sure that our agents also understand non-SAP data. That the ontology layer, the semantic layer, you can build it with Palantir, but with SAP, you get a lot of that out of the box."

Palantir's AIPCon 11 will highlight industry use cases for Palantir in agriculture, manufacturing, pharmaceutical and retail supply chains.