Palantir and Nvidia CEOs discuss their latest partnership

And I'm just going to piggyback off of

that conversation, Brian. We're talking

about AI and an important collaboration

between Palunteer and Nvidia, the fact

that they're joining forces not to just

analyze data, but actually to uh uh

provide business decisions. And I I just

Alex, I'm actually going to start with

you uh the CEO of Palunteer just to

explain does that mean no human

intervention? Can you just explain how

this would work and use Lowe's as an

example? Well, first of all, I'm

delighted to be on the stage with uh

what many people I believe to be one of

the great entrepreneurs of of my

lifetime and a patriot. Um and it means

a lot to me to be here. Um uh so we we

have a product called Ontology. You

could think of it as uh a essentially a

digital representative of your

enterprise including security model

which essentially takes the disabilities

that have large language models and

allows you to move decision-m to the

front line with people without people

depending on how you're doing it. um in

the context of loaves and and other

enterprises allows you to essentially

automate decision- making like how would

your supply chain work how would it work

if it changed uh how do you get the

cheapest good to the right place given

that there may be disruption but in

general what's very very special I

believe about our our partnership is

we're going to be able to move 2x and I

think in the future even faster so you

get a much much faster and actually

because you can control it in a more

granular way much faster much cheaper

and then the macro thing that I'm

actually most excited about which for

our country is because of that you can

do manufacturing in America. You can

make the workers stronger and better and

you have more competition because you

can use openw weight models, open source

models, you can use you can use any

hyperscaler. You can decide not to use a

hyperscaler. This is much much better

for America, much better for workers,

much better for industry. It's cheaper,

it's faster and obviously they have one

of the world's top tech teams and we

work very well with them. So Jensen just

in in regards to that collaboration then

who would actually be procuring the

hardware? Is this like a company like

Lowe's? Do they have to put the upfront

cost uh you know with their existing

GPUs and then working with Palunteer? Is

that how it works or

>> first of all it's amazing to think that

the Palunteer ontology platform has

achieved all of this and they're the

fastest enterprise growing platform in

the world. Um uh in a lot of ways it

gives enterprises what we all want which

is intelligence and and the ability to

make good decisions fast and and now

we're going to supercharge it with

Nvidia's accelerated computing for the

first time. And so Nvidia's CUDA

accelerated computing is going to get

integrated. We're going to be able to

put uh Nvidia's AI libraries on top of

that and open source model that that

we're working on together in into the

ontology platform and you'll run it in

the cloud any cloud or you run it on

prem or even a private cloud and so as

you know Nvidia runs everywhere and so

you could buy a server from HP or Dell

uh you could be in another country and

you want to set up your own private

cloud we got no trouble with that and

and so it doesn't matter we run

everywhere and Palunteer runs everywhere

>> but you're talking about the future then

so this isn't something that would be

accretive to revenues just in the near

term. You're still working it out. And

like I know Lowe's is an example, but

are there other customers?

>> Well, our challenge here, we just do

what's best for our customers. We work

downstream for value creation. So, we

believe we know when it's faster,

better, more accurate, and more flexible

and uh creates a better future for them

because they can choose how they want to

run their applications, we'll do very

well. And at Palunteer, we we're doing

very well on revenue and profit. And

we're, you know, that's not actually our

primary motivation now. And the reason

we've done so well on profit and on

growth is because you just have to

create value. This creates more value

for the end user be

>> and but you just said before too that

the human may not even be involved with

some of these decisions and I guess that

is a major concern in this day and age

that uh AI efficiencies could take away

from or displace the job force. So

couldn't something like this

collaboration do that?

>> Uh you know it's interesting when you

say humans don't have to be in the loop.

That doesn't inherently mean there

aren't cases where humans need to be in

the loop. For example, 40 years ago, we

had 40x that we had 40 we 40 with 40x

more manufacturing jobs than we have

now. So it's like you can make more

manufacturing jobs which are humans

workingass humans. You can build things

you couldn't build in the past. And

those humans become more and more

valuable than they were in the past. In

the defense context, you have situations

where humans have to be in the loop.

Offense situations where humans

shouldn't be in the loop like defense.

Our collaboration makes all those use

cases better for workers, for

manufacturing, for defense, for offense,

and in general because it allows people

to use any kind of model, any kind of

compute structure, it makes America

stronger and better. Whenever a business

is more productive, whenever they can

move faster, their business grows, they

hire more people. And so, so I think

this this idea that that AI uh is going

to take jobs is going to change

everyone's job. That's for sure. But I

think it's going to make companies more

productive. We're more productive today

because of AI.