Report: Nvidia and Palantir Scale Back Use of OpenAI and Anthropic AI Models

A recent report from TipRanks describes large technology companies “hitting the brakes” on third-party artificial intelligence models, with Nvidia and Palantir Technologies among the firms scaling back their reliance on models developed by OpenAI and Anthropic. The report characterises this as a broader shift among major corporations toward re-evaluating how and where they deploy external AI systems.

The details of the shift, as reported by TipRanks, suggest a growing preference among large firms for developing or controlling their own AI capabilities rather than depending on models from third-party providers. For Palantir, a company whose business centres on software platforms used by government and intelligence customers, the reported change raises questions about how its AI stack is assembled — though the report does not specify which programs or products are affected.

Palantir Technologies builds data-integration and analytics platforms, including its Gotham platform, which is used by the intelligence community in the United States, the United Kingdom, and internationally. Increasingly, the company has incorporated artificial intelligence capabilities into its commercial offerings, making its choices around underlying AI models a point of interest for observers of the defence technology sector.

In Tuesday trading, Palantir shares (NASDAQ: PLTR) changed hands at $170.50, down 0.07% from the previous close of $170.62. The company carries a market capitalisation of approximately $439.7 billion and is classified in the Technology sector within the Software — Infrastructure industry.

Nvidia, primarily known as a supplier of the semiconductor hardware that underpins most large-scale AI systems, was also named in the report. Neither company’s move, as described, signals a departure from AI development itself; rather, it reflects a reported change in posture toward externally sourced foundation models — the large, general-purpose AI systems built by firms such as OpenAI and Anthropic.

The defence and aerospace implications of such shifts remain a matter for the companies and their government customers to address publicly. No contract changes or program impacts were announced in connection with the report.

Source: original release

What to watch

• Any company statements from Palantir clarifying its AI model partnerships and platform architecture
• Palantir’s next quarterly earnings report and management commentary on AI strategy
• Further reporting on how large firms balance in-house versus third-party AI models