NBIS down 2.3% on Palantir provider selection
The catalyst: Palantir provider selection.
On 8 September 2026, Palantir Technologies and Nebius Group announced a partnership making Nebius Palantir's preferred sovereign AI infrastructure provider, integrating Nebius' AI-native cloud and inference endpoints into Palantir's commercial perimeter to give eligible customers more control over compute, data, and models. This alliance highlights Nebius' positioning as an AI-first cloud platform
As reported: “Nebius Group (NBIS) Is Down 12.9% After Becoming Palantir’s Preferred Sovereign AI Cloud Partner – Has The Bull Case Changed?” — Yahoo Finance, 2026-09-16.
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