Nvidia (NVDA) Launches Joint AI Stack with Palantir (PLTR) for Supply Chains

Nvidia (NVDA) and Palantir (PLTR) introduced an AI stack aimed at optimizing industrial supply chains, with Nvidia as customer zero using it against its own Vera Rubin rack, which contains 1.3 million parts. Nvidia expects Vera Rubin to account for about 20% of its data center revenue in Q3, forecasting revenue of approximately $108.0 billion. The company reported data center revenue of $89.02 billion, reflecting a 117% year-over-year increase. The introduction of this AI stack is significant as it may enhance operational efficiencies, impacting markets positively for both companies.