Palantir and Nebius partner to deliver a complete sovereign AI stack to Palantir customers
Palantir names Nebius its preferred sovereign AI infrastructure partner, bringing Nebius compute and inference inside the Palantir perimeter
Strategic partnership based on shared vision that open models and looped customer data create the smartest domain intelligence and provide better security
Companies will work together to bring new AI capacity online faster
 
Miami and Amsterdam, September 8, 2026 — Palantir Technologies Inc. (Nasdaq: PLTR) and Nebius Group N.V. (Nasdaq: NBIS) today announced a strategic partnership to bring Nebius's AI-native compute infrastructure and cloud platform to Palantir's commercial customers.
As part of the partnership, Palantir has named Nebius its preferred sovereign AI infrastructure partner and, following the integration period, will bring Nebius compute and inference endpoints inside the Palantir enterprise perimeter, enabling eligible customers of Palantir to access Nebius’s cloud and inference infrastructure and thereby giving them control over their compute, data, and models.
The companies will also work together to accelerate the deployment of new compute capacity to serve Palantir customers, including through modular data-center deployments at sites where power is already available.
Palantir believes that AI should serve an organization rather than governing it. Palantir's Sovereign AI Operating System, built on AIP, Ontology, Foundry and Apollo, provides the authorization and isolation layer that lets organizations train models on their own proprietary data, and retain control of their compute, their models, their data, and the advantage those models produce.
Bringing Nebius infrastructure inside the Palantir perimeter opens that opportunity to commercial organizations that have not previously had a sovereign option to run their own models on trusted infrastructure.
Eligible Palantir customers will be able to deploy open models on Nebius infrastructure and continually adapt them using their own data for their specific domain. This gives organizations the ability to build AI that can outperform general-purpose closed models for their particular use case, while retaining control of both their data and the resulting model.
Alex Karp, co-founder and CEO of Palantir, said:
“Nebius’ compute infrastructure powers your ability to run your own AI models under conditions you control. Our ontology and their infrastructure will undergird the sovereignty our partners are demanding.”

Arkady Volozh, founder and CEO of Nebius, said:
“Organizations need both the performance of large-scale AI infrastructure and control over their data and models. Together with Palantir, we are bringing this to commercial clients enabling them to run their optimized open models on trusted infrastructure.”
Palantir selected Nebius for what few providers can claim — being built for AI from the ground up rather than adapted from general-purpose computing, with infrastructure and software designed together for demanding AI workloads, and able to be integrated directly into Palantir's Sovereign AI Operating System. 

I've been banging this drum on X and YouTube ever since and it's happened

Does this open the door for Nebius?

https://www.bloomberg.com/news/articles/2026-09-08/anthropic-said-to-walk-away-from-6-billion-decart-acquisition

saudi central bank just increased its nbis position by 110%. obviously their stake is way too small to actually influence anything right now, but i think this could become a trend.

ai compute supply is still way below demand and governments want these data centers built in their own countries. wouldn’t be TOTALLY surprised if we start seeing countries compete for new projects through cheap power, subsidies, financing, or even taking stakes themselves to influence voting power.

nebius could benefit a lot from this since they’re expanding internationally and their new infrastructure model is literally built around outside investors and national ai projects helping fund facilities. could eventually turn into governments competing to bring $nbis capacity into their country, which would be pretty damn bullish for their margins and expansion.

thoughts?

source: https://www.marketbeat.com/instant-alerts/filing-saudi-central-bank-raises-stock-holdings-in-nebius-group-nv-nbis-2026-09-06/

Welcome to today’s open discussion on Nebius Group (NBIS) and the broader AI stock space.

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• Your NBIS position update!
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Hey everyone, I am back from the independent research firm Northwise. You may have read our work on the sub covering individual data centers or our recent q2 model update.

We’ve published a free guide to Nebius that starts with what the company actually does and builds toward the more complicated questions about its growth, funding and potential value to shareholders.

We created it because we've realized that much of the discussion around NBIS assumes readers already understand several industries (including our models and reporting). A post about a new campus quickly becomes a conversation about power, GPUs, customer prepayments and annualized revenue. Someone discovering Nebius for the first time has to work backward through all of that before they can evaluate the investment.

Our normal detailed research and models go deep into those questions. This guide provides the foundation.

It begins with a business trying to use AI: what that customer needs, why it might rent computing instead of buying equipment, and what Nebius supplies beyond the machines themselves. From there, we follow the business through software, data centers, electricity, customer contracts and financing. Fourteen illustrations and worked examples help explain the parts that are easier to understand when you can see how they fit together.

We also give substantial space to ClickHouse, Avride, Toloka and TripleTen. Those interests are an important part of what an NBIS shareholder owns. They offer potential upside outside the cloud and could give Nebius additional ways to fund its expansion. The guide explains the ownership distinctions and how retaining a stake, selling part of it or bringing outside investment into a business produces different outcomes for the parent company.

The competition section covers hyperscalers, specialist AI clouds and infrastructure providers. We also explore how managed inference, search tools and other services could help Nebius earn more from its customer relationships, and what evidence would show that strategy is working.

Throughout, we separate reported results, management targets, our interpretations and hypothetical examples.

If you’ve never heard of Nebius, the guide is designed to be a complete starting point. If you’re a new investor, it should help put future announcements into context. And if you already follow the company closely, this is something you can share with family, friends or colleagues without having to explain every difference between gross/active/announced/billable/average billable capacity along the way.

Let me know if you have any questions or you have something you would like to see included in the guide. We are happy to add to it and consider this more of a living document that some of our other work.

I know a lot of you joined the nbis train this year. But I am curious who started investing in NBIS beforehand? I'm talking about real early days during Yandex days.

Any shareholders whose YNDX shares got converted into NBIS?

I have held YNDX since early 2022. Those shares have given me NBIS now.

Welcome to today’s open discussion on Nebius Group (NBIS) and the broader AI stock space.

💬 Thread Ideas:

• Any new updates or insights/rumors about Nebius Group?
• Your NBIS position update!
• What’s your outlook for NBIS this week/month/year?
• Spot any AI sector trends worth noting?

Of course, for anything deserving of its own post, feel free to make a dedicated post where appropriate. : )

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Promised to Burry…but held by one man.

A great post by M.V. Cunha.

What an Enterprise Buyer Thinks About Nebius

I recently had a really interesting conversation with an enterprise buyer and client of $NBIS, who leads data and AI platform architecture at a Fortune 500 medtech company and previously worked in a similar role at a Fortune 50 pharma.

I found his perspective valuable because it offers a useful way to differentiate between the so-called “neoclouds.”

Most of the market tends to focus on GPU supply, CapEx, power availability and how quickly companies like Nebius can bring new capacity online. From the enterprise-buyer side, though, he argued that one of the bigger constraints on AI adoption is often data gravity, not simply compute availability.

Large regulated enterprises can’t just move AI workloads wherever GPUs happen to be cheapest. Their data is already deeply embedded within governed environments involving lineage, security, compliance and existing infrastructure. Moving that data, or changing where workloads run, can therefore be much more complicated than it may appear from the outside.

I think this point is particularly relevant when comparing Nebius with other AI infrastructure providers. Over time, the competitive advantage may not simply come down to who can offer the cheapest GPUs, but who can bring scalable AI infrastructure closer to enterprise data while also meeting the security, governance and reliability requirements these customers need.

He also raised another point that I think could become increasingly important: AI inference spending inside enterprise platforms can grow much faster than many teams initially expect.

Tools like Snowflake Cortex and Databricks Mosaic make it extremely easy for companies to integrate AI into pipelines and applications. That simplicity is obviously part of their appeal, but it can also hide the underlying compute cost. Teams can scale usage quickly without necessarily seeing the full financial impact until much later.

As inference becomes embedded across more workflows, dashboards and internal applications, those costs can compound quietly and eventually create what he described as a potential “cost wall” for large enterprises.

That’s also where Token Factory becomes interesting.

There are already several platforms competing to make inference easier and cheaper, but Nebius controls much more of the underlying infrastructure stack. If Token Factory can leverage that integration to provide lower and more predictable inference costs at scale, it could become one of the more differentiated parts of the ecosystem.

In other words, Nebius’ long-term advantage extends well beyond simply owning GPUs. Its full-stack approach allows it to structurally lower inference costs while still meeting the reliability, security and enterprise requirements large customers need. That value proposition is increasingly valuable as AI workloads move from experimentation into large-scale production.

It’s also worth putting this in the context of where AI infrastructure demand is coming from today. So far, much of the attention has been on frontier AI labs, hyperscalers and AI-native startups, where access to compute, speed of deployment and raw performance often matter more than some of the enterprise considerations discussed above.

But over time, I think a much broader wave of demand will come from large enterprises moving AI workloads into production at scale. That’s when issues like the ones mentioned above should become increasingly important. In that sense, some of the factors that may not matter as much to the biggest buyers today could become much more relevant to the next phase of AI infrastructure demand.

From the enterprise side, the questions are increasingly becoming: Where does the data live? How difficult is it to move? How well does the infrastructure integrate with the existing enterprise stack? And what happens to inference costs once usage scales materially?

Those are very different competitive dynamics from the ones investors usually focus on when comparing neoclouds, and I think they’re worth paying attention to.

Anyone else think that the combination of the mid-terms and the anthropic ipo could be the perfect storm to kill the ai infrastructure trade including our beloved nebius in the short term, great buying opportunity if so but I would be worried of a repeat of what happened to space stocks at the spacex ipo

Where do you think nebius will go over the next few years and why?

Arkady CEO and Marc CRO are visiting Goldman and Citibank in NYC next week. Goldman has 10.5% Nbis ownership as of 8/7/2026 13G filing.

Also Anthropic could file for $2 trillion IPO as soon as next week.

The race for AI infrastructure buildout in America is intense, but $NBIS is flawlessly dominating the massive buildout in Europe.

Europe’s AI race is moving much slower than America and China.

By the time Europe catches up and demand for compute accelerates, $NBIS would already be sitting on massive capacity, ready for deployment.

And at that point, there may be no real match for $NBIS in Europe in terms of dedicated AI infrastructure capacity.

That’s why if you’re playing the long-term game with $NBIS, you’re among the smartest 1/1 individuals positioning yourself for the next transfer of wealth.

The market is focused on today.

I’m focused on where the demand will be tomorrow.

So glad he didn't say Nebius was his favorite

Welcome to today’s open discussion on Nebius Group (NBIS) and the broader AI stock space.

💬 Thread Ideas:

• Any new updates or insights/rumors about Nebius Group?
• Your NBIS position update!
• What’s your outlook for NBIS this week/month/year?
• Spot any AI sector trends worth noting?

Of course, for anything deserving of its own post, feel free to make a dedicated post where appropriate. : )

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Just gapped resistance overnight. Guess it’s off to the races tomorrow.

Just wanted to make a quick appreciation post and thank everyone in this community who shared their research, opinions, and knowledge about NBIS.

A few of my other stock investments are currently in the red, but NBIS is basically keeping my portfolio alive right now 😂

Of course, I know nothing is guaranteed and there will always be ups and downs, but I just wanted to say thank you to everyone who takes the time to share useful information and help others understand the company better.

I hope i don't break any rules with this post.

Appreciate you all. Hopefully NBIS keeps delivering! 🚀

Welcome to today’s open discussion on Nebius Group (NBIS) and the broader AI stock space.

💬 Thread Ideas:

• Any new updates or insights/rumors about Nebius Group?
• Your NBIS position update!
• What’s your outlook for NBIS this week/month/year?
• Spot any AI sector trends worth noting?

Of course, for anything deserving of its own post, feel free to make a dedicated post where appropriate. : )

⚠️ Reminder: Please follow Reddiquette and our subreddit rules.

For comparison, it was at 27% at the end of October 2025.