Palantir Technologies has partnered with NVIDIA to build a secure, open-source AI infrastructure platform for U.S. government agencies and critical infrastructure operators, designed to support customized AI models in air-gapped and tightly regulated environments with a focus on data sovereignty, auditability, and security. Simultaneously, Palantir is expanding its commercial reach by deepening its partnership with Surf Air Mobility to accelerate the SurfOS aviation software ecosystem. The new partnership with NVIDIA focuses on AI infrastructure for sensitive U.S. government and critical infrastructure settings, while the expanded SurfOS aviation initiative with Surf Air Mobility points to broader ambitions in commercial sectors. As of the report, Palantir Technologies trades at US$115.70 versus a consensus target of about US$182.75, roughly 37% below analyst expectations, and shares are assessed as trading about 16.2% below an estimated fair value. The stock is down 26.1% over the past 30 days.