Palantir Sovereign AI For NVIDIA’s Supply Chain | AIPCon 11

NVIDIA’s boards and systems supply chain, led by Jeff Whitmer, faces unprecedented scale and complexity due to the global demand for AI infrastructure. To maintain reliability and speed, the company is shifting from traditional, manual planning methods to an AI-driven "digital twin" model powered by Palantir’s ontology. This approach enables the monitoring of the entire lifecycle—from "wafer out to first token"—allowing planners to identify bottlenecks and run millions of simulations in parallel to optimize outcomes. By automating routine tasks and providing planners with high-fidelity data, NVIDIA aims to increase productivity tenfold. Furthermore, the integration of shared, transparent dashboards with contract manufacturers replaces reactive quarterly business reviews with real-time performance metrics. This transition ensures global optimization across the ecosystem, moving beyond localized, siloed decision-making to support the largest infrastructure build-out in history.