Nvidia and Palantir want to speed up the AI buildout. Their first customer is Nvidia

Nvidia has begun running its own supply chain on Palantir software, making the chipmaker at the center of the AI boom the first customer of a product the two companies built together and now plan to sell across industry and government. The collaboration, which builds off a partnership that began last October, turns Palantir’s platform into a shared command center for Nvidia’s global supply chain, deploying Nvidia’s own open-weight models to fix its bottlenecks. “We’re really at the center of the world’s largest infrastructure buildout in human history,” says Justin Boitano, Nvidia’s vice president of enterprise AI. Few supply chains are as complex, or consequential. The speed of Nvidia’s governs how quickly AI infrastructure gets built anywhere in the world. The company has said it plans to produce up to $500 billion of AI infrastructure in the U.S. through partnerships and federal initiatives, alongside building supercomputers and secure AI factories for the government. The first focus is materials allocation, the decisions that determine which parts move where, and how fast. Each Vera Rubin rack requires Nvidia to coordinate thousands of suppliers and roughly 1.3 million compone…