Palantir stock rose 14% on Monday to $31.80 (a solid move). The gain followed announcement of a new deal with NVIDIA. Analysts also upgraded the company's assessment. The jump lifted Palantir's market value by over $25 billion. Some experts today see up to 55% upside in the shares. Demand for artificial intelligence solutions in U.S. government work is expanding. The NVIDIA partnership will provide protected AI software for federal agencies.