In the All-In Podcast on July 3, 2026, the besties discussed a new Palantir-Nvidia open source deal, referencing an...
In the All-In Podcast on July 3, 2026, the besties discussed a new Palantir-Nvidia open source deal, referencing an Nvidia blog post about Palantir Secure AI for US Agencies with Nemotron open models (Source 1). This partnership suggests Nvidia's continued expansion into government AI, leveraging its Nemotron open-source models for secure deployments. While details are limited, the deal marks a strategic alignment with Palantir for US agency workloads. What the sources said: - All-In Podcast: 'Palantir-Nvidia open source deal, Alex Karp's CNBC "Crashout"' [Source 1] - Nvidia blog (referenced): 'Palantir Secure AI for US Agencies Nemotron Open Models' [referenced in Source 1]
confidence score
Strong evidence: 3 independent source classes support this read.
NVDA has not made a large direction-matching 30-90 day move yet.
signal brief
In the All-In Podcast on July 3, 2026, the besties discussed a new Palantir-Nvidia open source deal, referencing an Nvidia blog post about Palantir Secure AI for US Agencies with Nemotron open models (Source 1). This partnership suggests Nvidia's continued expansion into government AI, leveraging its Nemotron open-source models for secure deployments. While details are limited, the deal marks a strategic alignment with Palantir for US agency workloads.
What the sources said:
- All-In Podcast: 'Palantir-Nvidia open source deal, Alex Karp's CNBC "Crashout"' [Source 1]
- Nvidia blog (referenced): 'Palantir Secure AI for US Agencies Nemotron Open Models' [referenced in Source 1]
source data used
“(0:00) Bestie intros: Happy Fourth of July! (0:21) Palantir-Nvidia open source deal, Alex Karp's CNBC "Crashout" (33:52) Update on the AI jobs debate (50:24) Anthropic's Fable 5 available after export restrictions lifted (59:06) SCOTUS upholds birthright...”
“assets: 206803000000 (10-Q filed 2026-05-20) liabilities: 49510000000 (10-Q filed 2026-05-20) net_income: 18775000000 (10-Q filed 2026-05-20) revenue: 44062000000 (10-Q filed 2026-05-20)”
“Manifold consensus on 'China arranges for permanent Iran peace deal in exchange for Nvidia chips': YES=9.82%”
“Manifold consensus on 'Will Nvidia close the day in Green today? (March 16)': YES=54.88%”
“Manifold consensus on 'Nvidia H100 compute prices above 3.50 on 11/6 at 12:00pm EST?': YES=3.48%”
“Manifold consensus on 'Will NVIDIA FY2028 (Feb 2027 – Jan 2028) revenue exceed $400B?': YES=59.10%”
“Manifold consensus on 'Will NVIDIA announce that "Vera Rubin" GPUs have begun shipping to customers by the end of Q2 2026?': YES=7.04%”
“Manifold consensus on 'Will Nvidia NVDA stock drop more than 50% from its peak at any point by the end of 2026?': YES=8.90%”
“Manifold consensus on 'Will @Champion1024 get a girlfriend before NVIDIA market cap hits 5.5 trillion USD?': YES=53.43%”
“Manifold consensus on 'Will Nvidia be the most valuable public company in the world at the end of 2028?': YES=53.42%”
“Manifold consensus on 'Will Nvidia resume selling its top GPUs to China by April 1, 2027?': YES=11.08%”
“Manifold consensus on 'Nvidia shares to hit new all-time-high in 2026?': YES=96.96%”
“Manifold consensus on '3. China’s AI chip sector make significant strides, planting seeds for eventual decline on Nvidia [See full title!]': YES=65.32%”
“Manifold consensus on 'Will Jensen Huang cease to be CEO of Nvidia before the end of 2026?': YES=9.84%”
“Manifold consensus on '[ACX 2026] Will Nvidia's stock price close below $100 on any day in 2026?': YES=7.53%”
“Manifold consensus on 'Will Nvidia have the highest market cap at the end of 2026?': YES=55.82%”
“Manifold consensus on 'NVIDIA allowed to sell B30A to China by 2027?': YES=19.00%”
“Manifold consensus on 'Will NVIDIA release an RTX 5080 Ti?': YES=10.08%”
“Manifold consensus on 'Will any China-domestic AI chip reach ≥80% of NVIDIA H100 perf on a public benchmark before 2026-12-31?': YES=13.11%”
“Manifold consensus on 'Will Nvidia be the largest company in the world by market cap at the end of 2025?': YES=99.24%”
“Manifold consensus on 'Will the Nvidia Stock close higher in Feb than Jan': YES=43.45%”
“Manifold consensus on 'Will a serious competitor to NVIDIA in the AI chip space emerge before EOY 2027?': YES=71.67%”
“Manifold consensus on 'A plane carrying NVIDIA AI chips for delivery is shot down or crashes under suspicious circumstances by mid 2027': YES=8.00%”
“Manifold consensus on 'Will the purchase of 3k NVIDIA H100 chips through Saudi's KAUST lead to a functional form of generative AI by June 2024?': YES=14.86%”
“Manifold consensus on 'Will TSMC exceed Nvidia in market capitalization at any point before 2032?': YES=30.04%”
“Manifold consensus on 'Will Nvidia announce an intention to acquire a controlling stake in TSMC by the end of 2024?': YES=5.00%”
“Manifold consensus on 'If China invades Taiwan, will the ratio of Nvidia market cap to TSMC market cap be greater than 3 after two months?': YES=79.00%”
“Manifold consensus on 'Will NVDA own >1% of OpenAI's Public Benefit Corp at EOY 2026?': YES=76.10%”
“Manifold consensus on 'Will Nvidia launch an RTX 5090 Ti, Titan, or equivalent flagship GPU before 2028?': YES=48.00%”
“Manifold consensus on 'Will China develop domestic GPU with comparable performance to NVIDIA H100 by 2026?': YES=24.55%”
“Manifold consensus on 'Will Nvidia still retain over 50% market share of PC gamer GPU usage by 2030': YES=61.92%”
“Manifold consensus on 'Will NVIDIA maintain a >=75% of the Data center market share for at least 4 quarters by the end of 2025?': YES=90.73%”
Decision support, not stock advice. This signal is research with cited evidence — not a recommendation to buy, sell, or hold any security.