All-In with Chamath, Jason, Sacks & Friedberg · Friday, July 3, 2026
Palantir and Nvidia have announced a partnership to develop a sovereign AI operating system for the US government. This collaboration will leverage Nvidia's AI technology with Palantir's platforms to build custom AI models, giving government agencies control over their hardware, data, and model weights.
“Palantir and Nvidia have announced a sovereign AI partnership. Where have we heard that term before? Palantir is going to use Nvidia's Nemo Tron, Nemo Tron, like the Pixar film. Open models to build a custom, frontier quality model to serve the US government.”
“The US government agencies will own the hardware, the data, and the model weights.”
“data retention is your treasure, transfer it at your own peril. Transferring that data hands over access to your pre-existing winning plays and yields the means of production for new ones.”