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Palantir Partners Nvidia, Issues AI Sovereignty Manifesto, Stock Surges

7/4/2026

Summary

Palantir Partners Nvidia

On July 2 2026, Palantir announced a partnership with Nvidia to add Nemotron models to its Sovereign AI platform for U.S. government customers.
The company released a nine-point AI sovereignty manifesto condemning tokenmaxxing and urging firms to keep data, model weights, and compute ownership.
Analyst Gil Luria upgraded Palantir to “buy” on July 2 2026, raising target to $175.
The stock closed at $125.73, up 7.77%, and pre-market traded at $126.62 on July 3 2026.

Summary

Lutnick Lifts Controls

Commerce Secretary Howard Lutnick announced the lifting of export controls on Anthropic’s Claude Fable 5 and Mythos 5 after security reviews.
The Pentagon labeled Anthropic a supply-chain risk and halted its Mythos 5 and Fable 5 models in March.
President Donald Trump signed an executive order in June mandating federal review of AI models before public release.
France, the UK NHS, and Spain each warned that Palantir poses a strategic or national-security risk.

History

Historical Context

By 2018 the U.S. Department of Defense had launched Project Maven and was working with Google on drone video analysis. The partnership sparked protests from over 3,000 Google engineers and led Secretary of Defense Jim Mattis to call for a national AI strategy, prompting the creation of the Joint Artificial Intelligence Center.

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Palantir Partners Nvidia

On July 2 2026, Palantir announced a partnership with Nvidia to add Nemotron models to its Sovereign AI platform for U.S. government customers.
The company released a nine-point AI sovereignty manifesto condemning tokenmaxxing and urging firms to keep data, model weights, and compute ownership.
Analyst Gil Luria upgraded Palantir to “buy” on July 2 2026, raising target to $175.
The stock closed at $125.73, up 7.77%, and pre-market traded at $126.62 on July 3 2026.

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