Palantir launches Chain Reaction with Nvidia to solve AI's energy crisis and power crunch

Palantir aims to help energy companies meet AI power crunch

Palantir has always been a company marked by ambition, and it's embarking on what might be its most ambitious project yet with Chain Reaction, a new multi-industry, AI-powered software suite designed to eliminate energy bottlenecks for datacenters. Palantir announced the project Thursday morning, describing its objective with Chain Reaction as a complete rethink of the software stack underlying American energy infrastructure. "The bottleneck to AI innovation is no longer algorithms; it is power and compute," the company said in its statement. "America is at an inflection point in the energy infrastructure buildout, and it requires software built for an entirely different scale." There's not much debating that point, thanks to datacenters' insatiable hunger for energy and compute space, demand for which is growing far faster than supply can keep up. Chain Reaction is designed to serve the entire datacenter supply chain, according to Palantir, with energy producers, power distributors, datacenters and infrastructure builders all given a space in the so-called "operating system for American AI infrastructure." The company sees it being used at various firms to help modernize power generation; stabilize and expand power grids; and speed up generation, transmission and compute construction. Basically, if it touches the energy supply chain for AI infrastructure development, Palantir wants Chain Reaction to have a role in it. "Chain Reaction offers ... systems to manage complex assets (generation, transmission, data centers), from conception, through construction to operations," a company spokesperson told us. No surprise, but Palantir is touting Nvidia as one of the launch partners for Chain Reaction. The deal expands on the AI arms dealer's partnership with the company, announced in late October, when Nvidia added CUDA-X library and Neomotron AI models into Palantir's AI platform. Thursday, Nvidia told The Register that its Chain Reaction contribution will be expanding its presence in Palantir's AI Intelligence Platform and Ontology into the AI infrastructure ecosystem. "Energy, construction, and data center operations ... each has an incredibly complex supply chain that can be optimized with AI" an Nvidia spokesperson said. If there's going to be buildout, Nvidia wants to make sure its chips are involved, which they will be under the expanded partnership announced today. Palantir has also scored a Chain Reaction energy infrastructure partner in Texas-based CenterPoint Energy, which is deploying the software in its systems "to accelerate speed-to-power, and improve operational visibility across its critical assets." CenterPoint is already a Palantir partner, using the company's AI systems to improve grid resiliency and speed storm response. "The energy infrastructure buildout is the industrial challenge of our generation," Palantir head of energy and infrastructure Tristan Gruska said in the company's announcement. "But the software that the sector relies on was not built for this moment." With the role Chain Reaction could play in shaping the future of AI energy infrastructure such a massive and critical one, you'd expect Palantir's press release and the accompanying Chain Reaction website to be rich in details about how the platform will work, but it's pretty bare bones. Palantir did let The Register know that, while it seems like Chain Reaction would be the sort of platform that interfaces between firms in various sectors to smooth planning, it's actually designed for use within a single organization. The platform will be most valuable to a customer when it's "used across their owned portfolio and facilities," Palantir noted in an email, suggesting it envisions it being used by large players like CenterPoint, which operates both power generation and transmission facilities. While the ultimate goal is to build "a suite of systems designed to orchestrate, monitor, and manage the complex processes involved in building out AI infrastructure, such as data centers and the supporting energy grid," according to a Palantir spokesperson, Chain Reaction's initial focus is on managing energy assets. "It is designed to be extensible to other actors involved in the AI/data center chain." ®

Palantir teams with Nvidia, CenterPoint Energy for software to speed up AI data center construction

Palantir, Nvidia, and CenterPoint Energy are launching "Chain Reaction," a new AI-powered software platform designed to streamline the complex process of building AI data centers. This initiative aims to tackle permitting, supply chain, and construction hurdles, leveraging AI to untangle logistical challenges across diverse industries and ensure timely project completion. Palantir Technologies, Nvidia and U.S. utility CenterPoint Energy on Thursday said they are developing a new software platform to accelerate the building of new artificial intelligence data centers. The new software system will be called Chain Reaction. It will seek to help firms that are building AI data centers, which can consume as much electricity as a small city, with permitting, supply chain and construction challenges. Executives involved in the project said Chain Reaction will use AI tools to help its customers. The Chain Reaction system will build upon previous work between Palantir and Nvidia, unveiled last month, by using AI to solve logistical challenges for retailers like Lowe's and other firms. But the effort is more ambitious because it intends to take into account supply chain and construction efforts at different types of companies, executives involved in the effort said. For example, Nvidia works with chipmaking partners like Taiwan Semiconductor Manufacturing Co. CenterPoint works to secure permits for and construct electrical grid upgrades. All of those efforts must come together on time for data center projects to move forward. "It is a very complex supply chain," said Justin Boitano, a vice president for enterprise AI products at Nvidia, in an interview. "Every ecosystem partner in the world gets touched as we build this rack-scale infrastructure out." AI can help because it is good at understanding data that does not always reside in orderly corporate software systems. For example, email conversations between a firm's procurement department and a vendor might indicate a possible delay that AI can detect and help formulate a response plan, the executives said. "Whether you're talking about the energy company, the data center developer, the data center operator, the grid operator, the generation company, everyone's delays kind of compound on each other, and there's interdependencies everywhere," said Tristan Gruska, head of energy infrastructure at Palantir, in an interview.

Why Palantir And Nvidia's Infrastructure Move Matters More Than Any Model - NVIDIA (NASDAQ:NVDA), CenterPoint Energy (NYSE:CNP), Palantir Technologies (NASDAQ:PLTR)

The AI boom has obsessed over model size and chip launches, but Palantir Technologies Inc's (NASDAQ:PLTR) new partnership with Nvidia Corp (NASDAQ:NVDA) and CenterPoint Energy Inc (NYSE:CNP) reframes the real issue driving the next phase of AI growth. In announcing Chain Reaction, an initiative aimed at accelerating energy and compute infrastructure, Palantir wrote: "The bottleneck to AI innovation is no longer algorithms; it is power and compute." Track PLTR stock here. That line cuts through months of model hype and exposes the real constraint: the grid is falling behind. Palantir: AI Infrastructure Bottleneck Every technology company with AI ambitions now faces the same hard limit. Data centers are being proposed faster than utilities can approve capacity. Energy distribution timelines run years behind AI deployment plans, and industry demand projections are climbing exponentially. The AI revolution cannot scale if the world cannot power it. Chain Reaction positions Palantir as the coordination layer for this re-architecture. Rather than chasing incremental software upgrades, Palantir is targeting the planning and operational backbone of energy infrastructure: utilities, grid operators, data-center planners, and industrial construction. Infrastructure lasts decades. Models evolve quarterly. That longevity is a strategic advantage. Nvidia: From Chips To Gigawatts Nvidia's involvement signals that compute economics have shifted. The company may dominate GPU supply, but demand is outpacing physical capacity. The limiting factor is no longer how fast Nvidia can fabricate chips, but how fast customers can build and power environments to run them. Chain Reaction suggests Nvidia understands that without major grid expansion, its future demand curve hits a wall. Together, Palantir and Nvidia are pushing a narrative that the next wave of AI will be defined not by benchmarks but by megawatt availability and real-time optimization of energy-compute networks. Read Also: The One AI Risk Nvidia Bulls Keep Pretending Isn't Real Why This Matters For Investors Foundation models are rapidly commoditizing. Open-source competition is accelerating. Benchmarks are flattening. But demand for scalable compute power and resilient energy infrastructure continues to grow. Infrastructure -- not algorithmic novelty -- is becoming the defensible layer of the AI economy. Palantir and Nvidia are betting that the AI race is shifting from GPUs to gigawatts. Those who focus only on model battles risk missing the real value creation. The next dominant AI companies won't win because their models are bigger. They'll win because their power grids are. Read Next: Palantir's Deal Frenzy: 26 Partnerships Across 15 Sectors -- And No Sign Of Slowing Photo by Ned Snowman via Shutterstock CNPCenterPoint Energy Inc$38.630.65%OverviewNVDANVIDIA Corp$181.691.17%PLTRPalantir Technologies Inc$176.470.22%Market News and Data brought to you by Benzinga APIs

What's Going On With Palantir Stock Thursday? - Palantir Technologies (NASDAQ:PLTR)

Palantir Technologies Inc. (NASDAQ:PLTR) on Wednesday introduced Chain Reaction, a new operating system designed to bolster the nation's fast-growing artificial intelligence infrastructure. Palantir designed Chain Reaction to address what it calls the new bottleneck in AI innovation, not algorithms, but power and compute. As the U.S. accelerates its energy infrastructure buildout, the platform aims to help energy producers, power distributors, data centers, and infrastructure builders transform aging power assets into high-uptime resources. Also Read: Palantir Deepens Industry Ties As Lear And Lumen Embrace Its AI Platforms It also helps stabilize and expand the electric grid to meet rising demand from data centers and nationwide electrification. The platform speeds up the construction of new generation, transmission, and compute capacity. It also enables faster design and replication of future hyperscale data centers. Partnerships With Industry Leaders CenterPoint Energy Inc. (NYSE:CNP) and Nvidia Corp (NASDAQ:NVDA) joined Palantir as founding partners. Tristan Gruska, Palantir's Head of Energy and Infrastructure, said that Palantir has spent years deploying systems that keep power plants running and grids reliable, and that Chain Reaction is built specifically for the demands of AI. CenterPoint Energy deepened its partnership with Palantir after Hurricane Beryl struck Houston in 2024, selecting the company as its software backbone. CEO Jason Wells said energy consumption in the Greater Houston region is projected to grow nearly 50% in five years and double by the mid-2030s, driven by diverse sectors including tech, healthcare, industrial manufacturing, and energy. He said CenterPoint is working with Palantir and Chain Reaction partners to meet this growth sooner. Nvidia recently announced a collaboration with Palantir at GTC DC to build an integrated technology stack for operational AI. With Chain Reaction, the companies are extending that work to help accelerate the rollout of Nvidia-powered AI infrastructure across the U.S. Palantir will integrate AIP, Ontology, Nvidia Nemotron models, CUDA-X libraries, and accelerated computing to simplify the complex supply chains needed for gigawatt-scale AI factory buildouts. Palantir stock gained 133% year-to-date, powered by U.S. commercial revenue, fueled by its Artificial Intelligence Platform (AIP). Analyst Insights on Palantir's Growth Bank of America Securities analyst Mariana Perez Mora had highlighted the company's growing strength in turning data into operational gains. After attending AIPCon 8 in San Francisco, she highlighted Palantir's Ontology architecture and hands-on engineering support as key drivers of adoption and deeper customer spending. Perez Mora noted that Palantir's approach enables employees beyond IT and data science to generate measurable business outcomes, creating a multiplier effect that spreads adoption across entire organizations. Signaling Strong Customer Stickiness She pointed to 40% year-over-year spending growth from Palantir's top three customers and 30% growth from the top 20, signaling strong customer stickiness. Palantir's value-based business model, which ties pricing to delivered results, insulated the company from cyclical pressures, the analyst added. Nvidia became the first company to top the market capitalization of $4.5 trillion, powered by the AI frenzy. PLTR Price Action: Palantir Technologies shares were down 0.12% at $175.87 during premarket trading on Thursday, according to Benzinga Pro data. Read Next: Marvell Could See AI Revenue Double By 2028 Thanks To New Tech Deal: Analysts Photo by Michael Vi via Shutterstock PLTRPalantir Technologies Inc$175.87-0.12%OverviewCNPCenterPoint Energy Inc$38.06-0.83%NVDANVIDIA Corp$180.480.50%Market News and Data brought to you by Benzinga APIs

Palantir Launches Chain Reaction to Build American AI Infrastructure; Founding Partners Include CenterPoint Energy and NVIDIA

Palantir Technologies Inc.unveiled Chain Reaction, the operating system for American AI infrastructure. The bottleneck to AI innovation is no longer algorithms; it is power and compute. America is at an inflection point in the energy infrastructure buildout, and it requires software built for an entirely different scale. Chain Reaction is designed to address this directly by accelerating the AI buildout with energy producers, power distributors, data centers and infrastructure builders to: Transform aging power generation into high-uptime resources capable of meeting AI?s massive demand; Stabilize and expand the power grid to meet surging demand from data centers and electrification; Accelerate construction of new generation, transmission, and compute capacity; Enable the design, development, and reproducibility of future hyperscale data centers supporting AI workloads Chain Reaction?s founding partners include CenterPoint Energy and NVIDIA.