$PLTR x $NBIS Palantir just named Nebius as preferred Sovereign AI Infrastructure partner. Here's what this means for $NBIS: - Access to enterprise customers: Nebius compute and inference will sit inside Palantir’s security perimeter, so eligible Palantir customers can use Nebius capacity without leaving the Palantir environment. - Distribution channel: Palantir already has large commercial and enterprise relationships; Nebius gains reach that would be expensive and slow to build alone. - Faster capacity rollout: The companies will jointly accelerate new AI capacity, including modular data centers at sites where power is already available. - Positioning: Validates Nebius as AI-native infrastructure, and strengthens the “sovereign AI” story — customer control over data, models, and compute. This is huge.