From GE to Nvidia: Palantir’s AIPCon 9 Announcements Investors Can’t Ignore

Allen & Co Brings Together Media And Tech Titans In Sun Valley

It's Palantir's (PLTR) big day. Today is the day of the company's annual customer conference that focuses on the practical side of the firm's Artificial Intelligence Platform (AIP).

Throughout the demonstrations and day's exhibitions at AIPCon 9, the company will try to show how it bridges the gap, better than anyone else, between large language modeling and actual ontology. This year's focus is on medical applications of AI, as well as supply chain optimization and product development through the use of AI.

Already, we see some news trickling out of the event.

Ahead of the Event

Polymarket announced a partnership with Palantir and TWG AI to develop a next-generation sports integrity platform. In a release, Polymarket wrote, "This partnership with global leaders in data integration, artificial intelligence, and security is designed to promote the trust, transparency, and reliability that participants, institutions, and the public deserve from prediction markets."

LG CNS and Palantir announced an enhanced strategic partnership that would accelerate AI-focused transformation initiatives across LG Group.

Today's Announcements Out of AIPCon

1. Palantir and Centrus Energy (LEU) announced a partnership that will apply Palantir's AI-driven tools to support Centrus' multi-billion-dollar expansion of that firm's uranium enrichment capacity. Centrus CEO Amir Vexler said, "Centrus has developed and proven America's most advanced uranium enrichment technology, and this expansion marks the moment when we scale it for commercial deployment. By integrating Palantir's powerful tools and proven techniques into our manufacturing we are positioned to meet and exceed all operational excellence goals."

2. Palantir announced its sovereign AI OS reference architecture with Nvidia (NVDA) , which will deliver for customers a full-service turnkey AI data center... from hardware procurement to application deployment. The Palantir AI OS Reference Architecture delivers a complete, production-ready AI infrastructure. It is based on Nvidia Enterprise Reference Architectures, which have been tested to run Palantir's complete software suite.

3. GE Aerospace (GE) and Palantir jointly announced a multi-year partnership expansion to accelerate the transformation of military aviation readiness to the U.S. Air Force. The aim is to help predict and prevent potential failures before they occur. This should unlock supply chains that were gridlocked, using AI and building a closed loop from field signal to supplier action. This new architecture will empower GE Aerospace's workforce to focus on problem-solving, while AI agents facilitate the automation of what had been manual and/or repetitive tasks.

4. Palantir announced a strategic partnership with fellow "Stocks Under $10" name and Sarge-folio holding Ondas Holdings (ONDS) and World View Enterprises (a firm that Ondas had just invested in, we informed readers on March 2). World View is a provider of high-altitude balloon intelligence, surveillance and reconnaissance and stratospheric remote sensing. The idea is to develop and deploy new AI-enabled operational capabilities designed to scale stratospheric, aerial, and land-based ISR missions. When combined with Ondas' unmanned aerial, ground, and counter-drone systems, the companies are building together, a multi-domain intelligence architecture that will deliver increased awareness and rapid response across diverse mission environments for national security customers.

The Sarge-Folio....

We currently have a $194 price target on PLTR, a $240 price target on NVDA, and a $17 target on ONDS.

At the time of publication, Guilfoyle was long PLTR, NVDA, ONDS equity.