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Palantir Names Nebius Preferred Sovereign AI Infrastructure Partner

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Sig3.65Sen+6.25Env0.00Soc+1.40Gov+2.15

Palantir has named Nebius its preferred sovereign AI infrastructure partner, enabling enterprises to fine-tune models on dedicated GPU capacity without sending proprietary data to a generic public cloud. Management highlights rising demand for AI sovereignty and expects customer prepayments to exceed $9B this year, with core cloud contracts priced per megawatt and largely upfront. Nebius touts racks, power contracts, and NVIDIA allocation.

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