What does an infrastructure provider gain by becoming the preferred partner of $PLTR (+0,75%) ?

Access:
$NBIS (-1,76%) It gains access to an existing corporate customer base without having to sell its own products—and does so precisely in markets where control over data and models is already a purchasing criterion.

Palantir provides the trust layer; Nebius provides the computing power.

Of particular interest are the planned modular data centers at locations with existing power connections: Those who already have a grid connection can deliver capacity faster than any new construction project.

Overall, this opens up a new source of demand for Nebius that would have been significantly more expensive to tap into on its own. The volume and timeline of the deal remain to be determined.

What’s in it for Palantir?

In the future, Palantir will be able to offer its customers sovereign AI, including computing power, from a single source, without having to build data centers itself or tie up capital for that purpose. In my view, the impact on revenue remains unclear—the company is still selling software, and without specific figures, it’s impossible to assess whether this will result in new customers or merely serve as an additional selling point.