LIVE: Commerce Sec. Lutnick and Palantir CEO Alex Karp participate in a fireside chat — 9/2/2026
Спикеры
Alex Karp
— Генеральный директор, Palantir
Palantir CEO Alex Karp discusses the AI stack, sovereign AI, and the need for countries to control their own data, compute, and models. He frames Palantir as the application and integration layer that makes AI deployments secure and country-specific, while praising Nvidia for compute leadership and nuclear power for electricity needs. Karp also sees the US as leading AI production and Europe as disadvantaged in adoption.
- Karp says countries must control the AI stack: compute, data, model management, and competition.
- Palantir is positioned as the application, integration, and ontology layer for secure sovereign AI.
- Compute is described as non-negotiable; Karp highlights Nvidia and Jensen Huang as world leaders.
- Electricity is called a critical AI input, with France's nuclear buildout cited as a likely power source.
- The US is described as having an enormous AI production advantage.
- Europe is described as having a pretty extreme disadvantage in AI adoption due to regulatory overreach.
- Japan, Korea, and China may have political advantages in AI adoption.
- Karp urges countries to recruit technical experts and focus on knowledge rather than money.
Идеи
Palantir is the sovereign AI application layer.
Palantir sits at the application and integration layer of the AI stack, providing the ontology and control layer that makes frontier and open models accurate, secure, specific to a country's data, and prevents proprietary data or alpha from being exfiltrated to model providers; Karp says every sovereign or enterprise AI deployment will need this layer.
Nvidia leads essential sovereign AI compute.
Compute is non-negotiable for every country's AI stack, and Karp says Palantir is partnered with Jensen Huang and Nvidia, whom he considers the world's best at compute; countries will need sovereign compute architectures, making Nvidia a key supplier.
AI needs electricity; nuclear is key.
AI buildouts require very large amounts of electricity; Karp points to France's move to build and stick with nuclear as what is likely powering it and calls for a nonpolitical conversation about how to get power, supporting nuclear as a critical input for AI infrastructure.
US leads AI production; Europe lags.
Karp sees the US as having an enormous advantage in AI production and dissemination, while European countries have a pretty extreme disadvantage in AI adoption due to political and regulatory overreach; Japan, Korea, and China may have political advantages in adoption.
US leads AI production; Europe lags.
Karp sees the US as having an enormous advantage in AI production and dissemination, while European countries have a pretty extreme disadvantage in AI adoption due to political and regulatory overreach; Japan, Korea, and China may have political advantages in adoption.
