Palantir and Nvidia CEOs discuss their latest partnership

Partnership Overview

• CNBC interviews Palantir CEO Alex Karp and Nvidia CEO Jensen Huang about their collaboration.
• The partnership combines Palantir's Ontology platform with Nvidia's CUDA accelerated computing and AI libraries, plus an open-source model they are working on together.

What Ontology Does

• Karp describes Ontology as a digital representation of an enterprise, including its security model.
• It takes the capabilities of large language models and moves decision-making to the frontline, with or without people depending on the use case.
• Using Lowe's as an example: automating decisions like how the supply chain works, how it would work if it changed, and getting the cheapest goods to the right place amid disruption.

Deployment Flexibility

• Huang says the stack runs everywhere: in any cloud, on-prem, or in a private cloud.
• Customers can buy servers from HP or Dell, or set up private clouds in other countries.
• Karp says customers can use open-weight models, open source models, any hyperscaler, or no hyperscaler at all.

Speed and National Impact

• Karp expects the partnership to enable "2x" speed, and even faster in the future, at lower cost.
• He argues it is better for America: enabling domestic manufacturing, strengthening workers, and increasing competition.

Jobs and Humans in the Loop

• Karp clarifies that "humans not in the loop" doesn't mean humans are never needed; in defense contexts humans must be in the loop.
• He suggests you can create more manufacturing jobs and make humans more valuable.
• Both argue AI will change every job but make companies more productive, which leads to hiring more people.

Revenue Question

• Asked whether the deal is accretive to revenue near-term, Karp deflects, saying value creation for customers comes first and Palantir is already doing well on revenue and profit.