Palantir and Armada Partner to Accelerate Sovereign AI Infrastructure Partnership combines Armada's Galleon modular data centers, the Armada Platform, and the Sovereign AI Grid with Palantir's Sovereign AI Operating System, giving enterprises and governments a path to run and adapt open-weight models on infrastructure they fully control. Palantir Technologies Inc. (NASDAQ: PLTR) and Armada today announced a partnership to deliver sovereign AI on infrastructure manufactured in the United States and allied nations, with Palantir naming Armada its Inaugural Certified Modular Data Center Partner. The joint offering combines Palantir's Sovereign AI Operating System with Armada's infrastructure layer: modular data centers, the Armada Platform that keeps every deployment under the customer's control, and the Sovereign AI Grid that connects deployments into a resilient distributed system. Enterprises and governments gain the ability to run open-weight models on compute, data, and physical infrastructure they own and control outright, deployed in months rather than years. Demand for sovereign AI has accelerated as organizations look to reduce their dependence on hosted models and hardware supply chains outside their control. Palantir's enterprise and government customers have increasingly asked for infrastructure that keeps model weights, data, and physical systems inside their own security boundary, rather than renting capacity from providers outside their jurisdiction—and for new AI capacity that can come online in months, at sites where power is already available, rather than waiting years for new construction. The partnership extends the Palantir Sovereign AI Operating System Reference Architecture—jointly developed with NVIDIA— to host compute infrastructure customers physically own: open models, adapted on the customer's own data, running under the customers’ control. Under the agreement, Palantir will validate and integrate its Sovereign AI Operating System—built on AIP, Ontology, Foundry and Apollo—on Armada's Galleon modular data centers, with the Armada Platform and Sovereign AI Grid providing control and resilience across every deployment. The joint offering builds on the Palantir Sovereign AI OS Reference Architecture with NVIDIA, extending it to a ruggedized, modular data center. Customers gain the ability to deploy open-weight models, continually adapt them on their own proprietary data, and serve them to Palantir's platforms entirely within infrastructure that never leaves their control, with the modular data centers manufactured in the U.S. and allied nations. The Armada Platform, the company's software layer, distills the latest open-source models, including NVIDIA Nemotron, for fine-tuning and inference on infrastructure the customer owns and controls, without reliance on any external cloud, including any operated by Armada, and can operate fully air-gapped where the mission requires it. It provides continuous, real-time monitoring of each deployment's power, cooling, and compute. The Sovereign AI Grid connects these deployments into a distributed system, so critical AI workloads never depend on a single site. Together with Galleon hardware and Palantir's Sovereign AI Operating System, the result is a single integrated stack that customers own end to end. "Sovereignty is not something you rent. It is owning the weights, the data, and the hardware those models run on—and knowing where that hardware was built,” said Alex Karp, co-founder and CEO of Palantir. “Our ontology gives institutions control over their data, their models, and the inputs they use to fine-tune models. Armada gives them control over the infrastructure those models operate from, manufactured in the United States and allied nations and delivered in months." "Palantir makes the software governments and enterprises trust with their most consequential decisions. Armada brings the infrastructure layer beneath it: hardware manufactured in the United States and with trusted allies, a platform that keeps every deployment under the customer's control without reliance on any external cloud, and the Sovereign AI Grid that connects deployments into a system resilient by design," said Dan Wright, Co-founder and CEO of Armada. "Together we make sovereign AI faster to deploy, more sovereign, and more resilient—on-grid, off-grid, or fully air-gapped, in months instead of years." About Palantir Foundational software of tomorrow. Delivered today. Additional information is available at www.palantir.com. About Armada Armada is the hyperscaler for the edge, delivering modular AI infrastructure from first deployment to AI factory with speed, scale, and sovereignty. For more information, visit https://www.armada.ai./ Forward-Looking Statements This press release and the conference/presentations to which it relates contain forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. These statements may relate to, but are not limited to, Palantir's expectations regarding our product development, distribution, contracts, and pricing, expected benefits of and applications for our software platforms, business strategy and plans (including strategy and plans relating to our Artificial Intelligence Platform ("AIP"), sales and marketing efforts, partnerships, and customers), investments in our business, market trends and market size, expectations regarding any current or potential customers, partnerships, or other business relationships or initiatives, opportunities (including growth opportunities), and positioning, as well as assumptions relating to the foregoing. Forward-looking statements are inherently subject to risks and uncertainties, some of which cannot be predicted or quantified. Forward-looking statements are based on information available at the time those statements are made and are or were based on current expectations as well as the beliefs and assumptions of management as of that time with respect to future events. These statements are subject to risks and uncertainties, many of which involve factors or circumstances that are beyond our control. These risks and uncertainties include our ability to meet the unique needs of our customer(s), the failure of our platforms to satisfy our customer or perform as desired, the frequency or severity of any software and implementation errors, our platforms' reliability, and the timing of the development and release of, and updates to, our products. Additional information regarding these and other risks and uncertainties is included in the filings we make with the Securities and Exchange Commission from time to time. Except as required by law, we do not undertake any obligation to publicly update or revise any forward-looking statement, whether as a result of new information, future developments, or otherwise. View source version on businesswire.com: https://www.businesswire.com/news/home/20261001185115/en/ Palantir
Lisa Gordon
media@palantir.com Armada
Justin O’Kelly
press@armada.ai Original: Palantir and Armada Partner to Accelerate Sovereign AI Infrastructure

SRFM & planitar

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=178001133

Palantir secures $48,094,071 U.S. Army ammunition software order

Army delivery order to build an enterprise ammunition management system that will replace nine separate legacy software platforms now in use.

The firm-fixed-price delivery order establishes a 12-month base period for Palantir to develop, configure and field the system’s core capabilities. The order also includes up to five optional years for continuous optimization and scaling.

https://stockwhiz.ai/news/palantir-secures-48-094-071-u-s-army-ammunition-software-order-3596c47e

Dr. Karp Full Interview CNBC (Brandnew) on AI Safety 09-17-2026

Dr. Alex Karp CEO of @PalantirTech discussing @AnthropicAI @OpenAI AI safety drama.

~ Palantir customers biggest risk is IP theft
~ Sovereignty AI with NVDA partnership is very important to Palantir and customers on using AI Model
~ Customers get to control their future
~ This is not about Safety vs regulation, this is about IP protection/liability
~ Wealth tax will kill entrepreneurship, u have to find another way
~ Palantir dont build data center🤣
~ Businesses should be responsible before releasing the product. First step disclose it and what do you do abt it. Regulate them can be very complicated.
~ "Nationalize us" to protect from liability 🧐
~ Unlimited risk when all customers IPs move into a few institutions
~ What Anthropic Said is not what they meant
~ Palantir thrives because we make these models to work in precisely and complex workloads or use case.

~ We have to follow a set of rules
~ Businesses worry about liability
~ We are going to own Ontology
~ Businesses want Sovereignty
~ Palantir is so undervalued
~ Demand is so high and we have limited capacity. Hiring & training to be full Palantirian is a process (take time)
~ Dario is one of the most important entrepreneurs, I have a lot of respect for him
~ Countries/Businesses will use close and open models

Source & Credit: CNBC & Dr. Karp
https://x.com/MikeLongTerm/status/2100611843630731694
Mike@MikeLongTerm

Palantir Is Expanding Across Japan

AI Slowdown?

Trump called the backlash against AI and data centers a “SICK conspiracy” and questioned why industry leaders are pushing for more regulation, warning that overregulation could hand China an advantage.

Karp argued that advanced AI is critical for defense and military dominance. An unilateral U.S. pause would act as "handcuffs" for Western democracies and hand a historic strategic advantage to rivals.

Huang firmly stated that the industry is "not going to let [an AI slowdown] happen" and must continue building capabilities safely.

AI Drug Discovery Market Projected to Reach $13.8 Billion by 2033September 14, 2026 10:00 AM
PR Newswire (US) AUSTIN, Texas, Sept. 14, 2026 /PRNewswire/ -- USA News Group News Commentary - Artificial intelligence is moving from the edges of drug discovery toward its center, and the market built around it is expanding quickly. Grand View Research values the global AI in drug discovery market at approximately $2.9 billion in 2026 and projects it will reach roughly $13.8 billion by 2033, a compound annual growth rate (CAGR) of about 24.8%. That growth is running into a constraint no algorithm has solved. AI-driven biotech still has to be paid for, and how a company funds the build is becoming as closely watched as what it builds. Active Companies from around the markets with current developments this week include: MindWalk Holdings Corp. (NASDAQ: HYFT), Tempus AI, Inc. (NASDAQ: TEM), Palantir Technologies Inc. (NASDAQ: PLTR), Moderna, Inc. (NASDAQ: MRNA), and Schrödinger, Inc. (NASDAQ: SDGR). Forecasts vary widely depending on how the category is drawn, but they point the same way. Global Market Insights sizes the market at about $4.0 billion in 2026 and projects approximately $43.9 billion by 2035, a CAGR of roughly 30.5%, citing generative AI, predictive analytics and multi-omics data integration as the drivers.The capital behind those forecasts has been uneven. Law firm Gibson Dunn's 2026 life sciences outlook describes a bifurcated but improving equity market, built on catalyst-driven follow-on financings, alongside a continued expansion of non-dilutive and alternative financing. Goodwin has reported that royalty financings in biopharma totaled roughly $29.4 billion from 2020 through 2024, more than double the amount raised over the prior five years, as companies looked for capital without the dilution of an equity raise.The terms attached to that money matter as much as the amount. In its Summer 2026 life sciences financing review, Covington & Burling noted that recent U.S. court decisions have led most synthetic royalty and drug development financings to require security over intellectual property and other product assets. For an AI-native company whose value sits in its data, models and patents, whether capital takes a lien on those assets is not a footnote.Against that backdrop, one Nasdaq-listed Bio-Native AI company has announced a financing structured to avoid both dilution and asset security.MindWalk Holdings Corp. (NASDAQ: HYFT) Secures $30 Million Unsecured Credit Facility at 7.00% With No Financial Covenants and No DilutionBinding commitment with Sanabil (Cayman) for a senior unsecured revolving credit facility of up to $30 millionFixed 7.00% annual interest, accruing only on amounts drawn, plus a one-time 1.00% opening feeNo lien, pledge or security interest over any MindWalk asset, and no financial maintenance covenantNo warrants, no conversion feature, and no restriction on MindWalk's equity programs36-month term, extendable by 12 months by agreement at no fee; prepayable at par at any timeMindWalk Holdings Corp. announced that it has entered into a binding commitment with Sanabil (Cayman) for a senior unsecured revolving credit facility of up to $30 million. The facility carries a fixed interest rate of 7.00% per annum, accruing only on amounts actually drawn. According to the Company, there is no unused line fee, no financial maintenance covenant, no warrants and no conversion feature, and MindWalk grants no security over any of its assets. Obligations rank pari passu with MindWalk's other unsecured debt. Further information is available through the Company's investor relations site."This facility funds our biologics programs and our commercial build without issuing a single share," said Jennifer Bath, PhD, CEO and President of MindWalk Holdings Corp. "We chose debt over equity here for a straightforward reason. We were not prepared to sell any part of this business at the current share price, and we did not have to. Sanabil took no warrants, no conversion feature, and no security over any asset we own, so the full benefit of executing our plan stays with the shareholders who own it today. Our commercial model is recurring and backloaded by design, and this gives us the balance sheet to carry across that curve on our own terms."Under the key terms outlined by the Company, amounts repaid may be reborrowed, and interest plus the one-time opening fee are the only amounts payable, with no commitment fee, extension fee or prepayment penalty. Draws require three business days' notice, with a $250,000 minimum and up to $7.5 million per quarter, and unused quarterly capacity carries forward. Commitments can be reduced in $1 million steps at no cost, and MindWalk is never obliged to borrow. Reporting is satisfied by the Company's SEC filings. The terms also include no material-adverse-change condition to closing and no default triggered by a material adverse effect, with share price, market conditions, sector conditions and clinical or regulatory outcomes expressly excluded.The lender side carries its own restrictions. Sanabil is barred from shorting or hedging MindWalk shares and from trading on material non-public information, and assignment of the facility is restricted, including to competitors and to any person who would become a 5% holder.The Company ties the structure directly to how it earns revenue. MindWalk describes its commercial model as recurring and backloaded by design: ReefIQ™ engagements enrich the underlying biological representation as programs run on it, and LensAI™ engagements deepen as customers move from evaluation into production workflows, so contract economics accrue across the life of an engagement rather than at signature. The facility is intended to fund operations and program execution across that recognition curve without issuing equity. The Company notes that the facility takes no lien over MindWalk's patents, source code, model weights, training data or datasets. Proceeds are available for working capital and general corporate purposes.That representation is the asset the structure is built to protect. MindWalk describes itself as a Bio-Native AI company building the BioIntelligence infrastructure that life sciences AI and agentic AI require. At its core is HYFT® Technology, a proprietary, function-aware representation of biology that, refined over 20 years of curation, forms a biological representation of 660 million patterns and 25 billion relationships. It underpins ReefIQ, the biological context layer for life sciences, and LensAI, the reasoning and application layer for target discovery, candidate diligence, portfolio decision support and agentic AI workflows. In its fiscal 2026 results, released July 22, 2026 for the year ended April 30, 2026, the Company reported revenue up 46%.The parties will negotiate a definitive credit agreement consistent with the term sheet, which MindWalk expects to file as a material contract exhibit with its next periodic report.There are several risks associated with the Company's plans. The facility is a binding commitment under a term sheet, and a definitive credit agreement has not yet been negotiated or executed, so final terms may differ; the Company's own forward-looking statements identify the risk that the agreement is not executed, or not executed by the target closing date, and the risk that it does not satisfy the conditions to closing and to drawing. Amounts drawn must be serviced and repaid, and the Company identifies further risks including acceleration of outstanding amounts and termination of undrawn commitments on an event of default, and a prepayment event requiring repayment within 30 days if a change of control or a delisting of its common shares occurs. Revenue under MindWalk's commercial agreements is weighted to later periods of each engagement and may not be recognized on the timetable or in the amounts expected, contracted engagements may not be renewed or expanded, and additional capital may not be available on acceptable terms. Information about the lender is limited to the Company's own description. Investors should review MindWalk's Annual Report on Form 20-F and other filings on SEDAR+ and EDGAR.Read this and more news at: https://usanewsgroup.comIn other industry developments and happenings in the market this week include:Tempus AI, Inc. (NASDAQ: TEM)Tempus AI, Inc. (NASDAQ: TEM), a technology company leading the adoption of AI to advance precision medicine, recently reported second-quarter 2026 revenue of $382.5 million, up 22% year over year, with its Data Licensing and Modeling (Insights) revenue up 36%. The company said it signed roughly $200 million in new Data and Applications licenses during the quarter, and raised its full-year 2026 revenue guidance to $1.595 billion to $1.605 billion.Tempus has been busy on the capital side as well. During the first half it completed a $460 million offering of 0.0% convertible senior notes due 2032, and its cash flow statement shows it repaid its revolving credit facility and long-term debt over the same period. It ended June with $820.7 million in cash and marketable securities. On July 20, 2026, it agreed to acquire Personalis for $16.25 per share, approximately $1.5 billion in enterprise value, with closing expected in late Q4 2026 or early 2027."Our strategy is working given the investments we have made in AI over the past several years are driving some of the best growth rates we have seen in our two largest businesses - Oncology Diagnostics and Data Licensing," said Eric Lefkofsky, Founder and CEO of Tempus.Palantir Technologies Inc. (NASDAQ: PLTR)Palantir Technologies Inc. (Nasdaq: PLTR), whose software platforms are deployed across government and commercial enterprises, holds the same instrument MindWalk has just secured and has never needed to use it. As of June 30, 2026, Palantir reported no outstanding debt balances and $500 million of available and undrawn revolving commitments under its credit facility, alongside $2.03 billion in cash and cash equivalents and $7.38 billion in marketable securities.The scale explains the posture. Palantir reported second-quarter 2026 revenue of $1.935 billion, up 93% year over year, with United States commercial revenue up 149% to $764 million, net income of $1.066 billion and diluted earnings per share of $0.41. First-half operating cash flow reached $2.12 billion. The company raised full-year 2026 revenue guidance to between $8.15 billion and $8.158 billion and adjusted free cash flow guidance to between $4.5 billion and $4.7 billion, and disclosed remaining performance obligations of $4.9 billion. It also entered a long-term cloud hosting commitment of at least $5.6 billion in minimum spend through February 2036, a reminder that an undrawn facility is a buffer rather than a substitute for the obligations a platform business takes on."Forget consensus," Chief Executive Officer Alex Karp told CNBC following the results. "To my knowledge, no businesses at our scale has even grown half this much."Moderna, Inc. (NASDAQ: MRNA)Moderna, Inc. (Nasdaq: MRNA), the mRNA platform company, is running the opposite play: drawing on a credit facility while cutting the cost base it has to service. The company has projected year-end 2026 cash and investments of $4.5 billion to $5.0 billion, a figure it states excludes any further drawdowns from the $0.9 billion remaining available under its credit facility. It ended the second quarter with $6.9 billion in cash and investments.The cost discipline is the story underneath that. Moderna reduced cash costs by 10% year over year in the second quarter and lowered full-year 2026 cash cost guidance to approximately $4 billion, with GAAP operating expenses of approximately $4.7 billion excluding a non-recurring litigation settlement charge, each roughly $0.2 billion better than prior guidance. Research and development expenses fell $256 million, or 16%, across the first half. That follows approximately $2.2 billion of annual operating expense reductions delivered in 2025.Second-quarter revenue of $145 million exceeded the top of the company's range against a net loss of $782 million, an improvement of 5% on the prior year, and the company paid $950 million in July in connection with a litigation settlement. Moderna reiterated a target of up to 10% revenue growth for 2026. For a company of that size, a partially drawn facility sitting alongside a shrinking cost base is a different use of the same instrument MindWalk has just put in place at a far earlier stage.Schrödinger, Inc. (NASDAQ: SDGR)Schrödinger, Inc. (NASDAQ: SDGR), whose physics-based computational platform is licensed by biotechnology, pharmaceutical and industrial companies and academic institutions, is putting outside capital to work on its own discoveries. On September 9, 2026, it announced a licensing and collaboration agreement with Tectora Therapeutics, an immunology and inflammation company it co-founded with New Enterprise Associates and RA Capital Management, which concurrently closed a $55 million Series A. Schrödinger contributed two early-stage programs, SDGR-4594 and SDGR-8139, in exchange for an equity stake in Tectora and eligibility for future milestones and royalties.Karen Akinsanya, Ph.D., Schrödinger's President, Therapeutics R&D and Chief Strategy Officer, Partnerships, pointed to the company's record of building programs for licensing or launching companies with venture partners, including Nimbus, Morphic, Structure and Ajax, which she said "have collectively generated over $750 million in proceeds to Schrödinger."Track the Signals Before the CrowdThe best positioning happens before the crowd catches on. Eagle Eye is a real-time investor signal-intelligence platform that surfaces sentiment shifts, news flow, and trending tickers as they form, so you see attention building instead of chasing it. Watch it live at eagle-eye.dev.Contact Information:
USA News Group
info@usanewsgroup.com Media Contact:
USA News Group
info@usanewsgroup.com DISCLAIMER: Nothing in this publication should be considered as personalized financial advice. We are not licensed under securities laws to address your particular financial situation. No communication by our employees to you should be deemed as personalized financial advice. Please consult a licensed financial advisor before making any investment decision. This is a paid advertisement and is neither an offer nor recommendation to buy or sell any security. We hold no investment licenses and are thus neither licensed nor qualified to provide investment advice. The content in this report or email is not provided to any individual with a view toward their individual circumstances. This article is being distributed for Market Equities Limited, a company incorporated under the laws of Ireland ("MEL"), which wholly owns and operates USA News Group. MEL has been paid a fee for MindWalk Holdings Corp. advertising and digital media from Creative Direct Marketing Group ("CDMG"). MEL also expects to receive further compensation as part of an ongoing digital media effort to increase visibility for the company. This compensation constitutes a conflict of interest as to our ability to remain objective in our communication regarding the profiled company. Because of this conflict, individuals are strongly encouraged to not use this publication as the basis for any investment decision. No further notice will be given, but let this disclaimer serve as notice that all material, including this article, has been reviewed and approved by MindWalk Holdings Corp. and CDMG. MEL and its owner/operators do not own any shares of MindWalk Holdings Corp., but reserve the right to buy and sell shares of MindWalk Holdings Corp. at any time without any further notice commencing immediately and ongoing, in the open market, through private placements, and/or through other investment vehicles. There may also be third parties who hold shares of MindWalk Holdings Corp. and may liquidate their shares, which could have a negative effect on the price of the stock. While all information is believed to be reliable, it is not guaranteed by us to be accurate. Individuals should assume that all information contained in this publication is not trustworthy unless verified by their own independent research. Because events and circumstances frequently do not occur as expected, there will likely be differences between any predictions and actual results. Always consult a licensed investment professional before making any investment decision. Be extremely careful, investing in securities carries a high degree of risk; you may lose some or all of your investment. Market-size figures cited are third-party projections by independent research firms, are not MindWalk's addressable revenue, and may not be realized. The credit facility described in this publication is a binding commitment under a term sheet; a definitive credit agreement has not been executed, its final terms may differ from those described, and there is no assurance that it will be executed or that any amount will be drawn. Borrowing under the facility would create interest and repayment obligations, and the facility is subject to events of default, acceleration and mandatory prepayment provisions as described in the Company's disclosures. Information regarding the lender is limited to the Company's description and has not been independently verified by the publisher. Any MindWalk product candidates or therapeutic programs are investigational and have not been approved by the U.S. Food and Drug Administration or any other regulatory authority, and descriptions of the Company's technology, commercial model and revenue timing reflect the Company's own statements. Eagle Eye Disclosure. Eagle Eye is an investor signal-intelligence platform affiliated with the publisher of this article, and this reference constitutes promotion of an affiliated product. Eagle Eye is not a broker-dealer, and nothing in the platform or in this article is financial, investment, tax, or legal advice. Data provided in the platform is for informational purposes only and may be delayed. Always do your own research before making any investment decision. This publication contains forward-looking information which is subject to a variety of risks and uncertainties and other factors that could cause actual events or results to differ from those projected in the forward-looking information. Forward-looking statements are made within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, and are subject to the safe harbor created by those sections. Forward-looking statements are often, but not always, identified by the use of words such as "expects," "intends," "anticipates," "plans," "believes," "estimates," "projects," "may," "will," "could," "should," and similar expressions. These statements include, without limitation, statements regarding the execution and terms of a definitive credit agreement, the availability and use of proceeds under the facility, the Company's commercial model and the timing of revenue recognition, the pace of commercial adoption of the Company's platforms, the Company's capital resources and cash runway, and the growth of the AI in drug discovery market. Such statements are based on current expectations and assumptions and involve risks and uncertainties, including those set out in MindWalk Holdings Corp.'s Annual Report on Form 20-F and other filings on SEDAR+ (www.sedarplus.ca) and EDGAR (www.sec.gov). Readers are cautioned not to place undue reliance on forward-looking statements, which speak only as of the date of this publication. The publisher undertakes no obligation to update any forward-looking statement, except as required by law.  View original content to download multimedia:https://www.prnewswire.com/news-releases/ai-drug-discovery-market-projected-to-reach-13-8-billion-by-2033--302877679.htmlSOURCE USA News Group Original: AI Drug Discovery Market Projected to Reach $13.8 Billion by 2033

Palantir Upgrade $250, BUY Rating

Luria called Palantir "the best company in the world," arguing that its ability to turn AI into measurable business outcomes gives it an advantage over companies competing to build models or AI infrastructure.

"While everybody else these days – all companies these days – are trying to figure out how to use AI to win, Palantir's customers are already winning because of AI," Luria said.

https://x.com/MikeLongTerm/status/2098386687806054786

Palantir and Fujitsu Renew AI Partnership and Expand Forward Deployed Engineering RoleSeptember 10, 2026 9:50 AM
IH Market News Palantir Technologies (NASDAQ:PLTR) and Fujitsu Limited renewed their strategic partnership, with Fujitsu entering a new agreement covering Palantir AIP and Palantir Foundry and becoming a Global Forward Deployed Engineering (FDE) Partner. The partnership, which began in 2020, will expand Fujitsu’s investment in deployed engineering capabilities for enterprise customers in Japan and international markets. Fujitsu plans to combine its AI technologies, including its Takane large language model, with its Uvance offerings and industry expertise to support customers developing customised AI applications using Palantir’s platforms. According to the companies, Fujitsu previously deployed a supply-chain resilience solution for a Japanese manufacturer using Palantir’s platform. The system integrated data from more than 3,000 suppliers and 18 factories. The customer reported more than $10 million in cost savings within one year and a doubling of operational productivity, according to the announcement. Fujitsu Expands FDE Capabilities “Fujitsu is investing in the deployed engineering capabilities needed to help enterprises build custom AI applications and models on AIP and Foundry, grounded in their own data, workflows, and governed within their own operational environments,” said Kevin Kawasaki, Global Head of Business Development at Palantir Technologies. Yoshinami Takahashi, Corporate Executive Officer and Corporate Vice President at Fujitsu, said the company has built “an FDE framework capable of rapidly delivering results at customer sites, going beyond the simple introduction of technology,” adding that Fujitsu’s FDE professionals have received recognition from customers in Japan and overseas. Fujitsu reported consolidated revenue of 3.5 trillion yen, equivalent to approximately $23 billion, for the fiscal year ended March 31, 2026. Palantir Technologies stock priceThe post Palantir and Fujitsu Renew AI Partnership and Expand Forward Deployed Engineering Role appeared first on US Editors. Original: Palantir and Fujitsu Renew AI Partnership and Expand Forward Deployed Engineering Role

Palantir Customers Set New Standard for AI at AIPCon 11September 10, 2026 8:27 AM
Business WirePalantir Technologies Inc. (NASDAQ: PLTR) will host its eleventh AIPCon on Thursday, September 10, 2026.AIPCon 11 will feature some of the most consequential institutions in aviation, technology, media, insurance, defense, healthcare, and manufacturing. Presenting customers include Acrisure, Cisco, Eaton, Federal Aviation Administration, Hexion, L3Harris, NVIDIA, Ondas Sentinel, USA TODAY, Zeta Global, and others.Each customer will take the stage to show how they are deploying Palantir’s Ontology, Foundry, AIP, and Sovereign AI to tackle complex challenges — including optimizing the world’s most critical supply chains, building an AI operating system for insurance, connecting customer intelligence to marketing and revenue workflows, advancing drone and autonomy operations, improving audience engagement, delivering software in highly regulated government environments, and more.AIPCon 11 will also mark a series of new and expanded announcements across Palantir’s customer ecosystem.Online viewers will get access to exclusive customer content and behind-the-scenes material. AIPCon 11 will be available via live stream here.About Palantir Technologies Inc.Foundational software of tomorrow. Delivered today. Additional information is available at https://www.palantir.com.Forward-Looking StatementsThis press release and the conference/presentations to which it relates contain forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. These statements may relate to, but are not limited to, Palantir's expectations regarding our product development, distribution, contracts, and pricing, expected benefits of and applications for our software platforms, business strategy and plans (including strategy and plans relating to our Artificial Intelligence Platform ("AIP"), sales and marketing efforts, partnerships, and customers), investments in our business, market trends and market size, expectations regarding any current or potential customers, partnerships, or other business relationships or initiatives, opportunities (including growth opportunities), and positioning, as well as assumptions relating to the foregoing. Forward-looking statements are inherently subject to risks and uncertainties, some of which cannot be predicted or quantified. Forward-looking statements are based on information available at the time those statements are made and are or were based on current expectations as well as the beliefs and assumptions of management as of that time with respect to future events. These statements are subject to risks and uncertainties, many of which involve factors or circumstances that are beyond our control. These risks and uncertainties include our ability to meet the unique needs of our customer(s), the failure of our platforms to satisfy our customer or perform as desired, the frequency or severity of any software and implementation errors, our platforms' reliability, and the timing of the development and release of, and updates to, our products. Additional information regarding these and other risks and uncertainties is included in the filings we make with the Securities and Exchange Commission from time to time. Except as required by law, we do not undertake any obligation to publicly update or revise any forward-looking statement, whether as a result of new information, future developments, or otherwise.View source version on businesswire.com: https://www.businesswire.com/news/home/20260910983546/en/Lisa Gordon
media@palantir.com Original: Palantir Customers Set New Standard for AI at AIPCon 11

Palantir and Fujitsu Deepen Partnership to Advance Enterprise AI Transformation, with Fujitsu Strengthening as a Global FDE PartnerSeptember 10, 2026 5:00 AM
Business Wire Palantir Technologies Inc. (NASDAQ: PLTR) and Fujitsu Limited today announced the renewal of their strategic partnership, with a deeper investment in the capabilities needed to help enterprises in Japan and around the world. In connection with the partnership, Fujitsu has signed a new agreement with Palantir Technologies Japan KK for Palantir AIP and Palantir Foundry and will serve as a Global FDE Partner. As demand for sovereignty grows, enterprises need greater control over their data, models, infrastructure, and operations. Palantir platforms connect AI models to governed data, Ontology-powered workflows, access controls, auditing, and customer-controlled deployment environments, helping Palantir and Fujitsu deliver trusted AI applications. Fujitsu implemented a supply chain resilience solution for a leading Japanese manufacturer using the Palantir platform, integrating data across more than 3,000 suppliers, 18 factories, and previously siloed enterprise systems without disrupting operations. By combining Palantir’s platform capabilities with Fujitsu’s domain expertise and AI technologies, the customer achieved over $10 million in cost savings within one year, doubled operational productivity, and significantly accelerated disruption response and decision-making. Fujitsu is making a significant investment in building Forward Deployed Engineering (FDE) capabilities with Palantir for customers in Japan and around the world. Fujitsu will bring its own AI technologies, including the large language model Takane, extensive industry knowledge, Uvance offerings, and experienced FDE Palantir professionals to support customers adopting Foundry and AIP and helping them develop custom AI applications within sovereign, production-grade architectures. “This partnership is about bringing Palantir’s sovereign AI architecture to Fujitsu’s customers across Japan,” said Kevin Kawasaki, Global Head of Business Development at Palantir Technologies. “Fujitsu is investing in the deployed engineering capabilities needed to help enterprises build custom AI applications and models on AIP and Foundry, grounded in their own data, workflows, and governed within their own operational environments.” Yoshinami Takahashi, Corporate Executive Officer, Corporate Vice President, COO, Fujitsu Limited said, “Through our strategic partnership with Palantir since 2020, Fujitsu has strengthened its ability to translate data and AI into tangible business outcomes. FDE professionals have attracted increasing attention in recent years, but we understand that Palantir pioneered and established this concept. Through our collaboration with Palantir, Fujitsu has learned the role of FDEs, how they create value, and the engineering and other capabilities they require. Based on this knowledge, we have built an FDE framework capable of rapidly delivering results at customer sites, going beyond the simple introduction of technology. Fujitsu’s FDE professionals have also earned recognition from customers not only in Japan but overseas, giving us confidence that their expertise and execution capabilities are globally competitive. Through this expanded collaboration, we will bring together the knowledge and execution capabilities of both companies to help more customers translate AI transformation into tangible and sustainable outcomes." The companies will continue to collaborate on customer engagements in Japan and around the world, with Fujitsu bringing its industry expertise, services capabilities, and deployed engineering capabilities to organizations adopting Foundry and AIP, while driving business transformation through Uvance by connecting data, AI, and frontline operations to help customers achieve sustainable growth and strengthen their competitiveness. About Palantir Technologies Inc. Foundational software of tomorrow. Delivered today. Additional information is available at https://www.palantir.com. About Palantir Technologies Japan K.K. Co-founded by Sompo Holdings Inc. and Palantir Technologies Inc., Palantir Japan enables the digital transformation of Japanese government and commercial institutions by providing the Palantir platforms and enabling the security of real operational data. For more information, please see https://www.palantir.com/jp/. About Fujitsu Fujitsu’s purpose is to make the world more sustainable by building trust in society through innovation. As the digital transformation partner of choice for customers around the globe, our 100,000 employees work to resolve some of the greatest challenges facing humanity. Our range of services and solutions draw on five key technologies: AI, Computing, Networks, Data & Security, and Converging Technologies, which we bring together to deliver sustainability transformation. Fujitsu Limited (TSE:6702) reported consolidated revenues of 3.5 trillion yen (US$23 billion) for the fiscal year ended March 31, 2026 and remains the top digital services company in Japan by market share. Find out more: https://global.fujitsu/en-global Palantir Forward Looking Statements This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. These statements may relate to, but are not limited to, Palantir’s expectations regarding our product development, distribution, contracts, and pricing, expected benefits of and applications for our software platforms, business strategy and plans (including strategy and plans relating to our Artificial Intelligence Platform ("AIP"), sales and marketing efforts, partnerships, and customers), investments in our business, market trends and market size, expectations regarding any current or potential customers, partnerships, or other business relationships or initiatives, opportunities (including growth opportunities), and positioning, as well as assumptions relating to the foregoing. Forward-looking statements are inherently subject to risks and uncertainties, some of which cannot be predicted or quantified. Forward-looking statements are based on information available at the time those statements are made and were based on current expectations as well as the beliefs and assumptions of management as of that time with respect to future events. These statements are subject to risks and uncertainties, many of which involve factors or circumstances that are beyond our control. These risks and uncertainties include our ability to meet the unique needs of our customer(s), the failure of our platforms to satisfy our customer or perform as desired, the frequency or severity of any software and implementation errors, our platforms' reliability, and the timing of the development and release of, and updates to, our products. Additional information regarding these and other risks and uncertainties is included in the filings we make with the Securities and Exchange Commission from time to time. Except as required by law, we do not undertake any obligation to publicly update or revise any forward-looking statement, whether as a result of new information, future developments, or otherwise. View source version on businesswire.com: https://www.businesswire.com/news/home/20260910030879/en/ Media Contact
Palantir - Lisa Gordon
media@palantir.com Fujitsu Limited
Inquiries Original: Palantir and Fujitsu Deepen Partnership to Advance Enterprise AI Transformation, with Fujitsu Strengthening as a Global FDE Partner

Palantir Customers Set New Standard for AI at AIPCon 11September 10, 2026 4:59 AM
Business WirePalantir Technologies Inc. (NASDAQ: PLTR) will host its eleventh AIPCon on Thursday, September 10, 2026.AIPCon 11 will feature some of the most consequential institutions in aviation, technology, media, insurance, defense, healthcare, and manufacturing. Presenting customers include Acrisure, Cisco, Eaton, Federal Aviation Administration, Hexion, L3Harris, Novartis, NVIDIA, Ondas Sentinel, USA TODAY, Zeta Global, and others.Each customer will take the stage to show how they are deploying Palantir’s Ontology, Foundry, AIP, and Sovereign AI to tackle complex challenges — including optimizing the world’s most critical supply chains, building an AI operating system for insurance, connecting customer intelligence to marketing and revenue workflows, advancing drone and autonomy operations, improving audience engagement, delivering software in highly regulated government environments, and more.AIPCon 11 will also mark a series of new and expanded announcements across Palantir’s customer ecosystem.Online viewers will get access to exclusive customer content and behind-the-scenes material. AIPCon 11 will be available via live stream here.About Palantir Technologies Inc.Foundational software of tomorrow. Delivered today. Additional information is available at https://www.palantir.com.Forward-Looking StatementsThis press release and the conference/presentations to which it relates contain forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. These statements may relate to, but are not limited to, Palantir's expectations regarding our product development, distribution, contracts, and pricing, expected benefits of and applications for our software platforms, business strategy and plans (including strategy and plans relating to our Artificial Intelligence Platform ("AIP"), sales and marketing efforts, partnerships, and customers), investments in our business, market trends and market size, expectations regarding any current or potential customers, partnerships, or other business relationships or initiatives, opportunities (including growth opportunities), and positioning, as well as assumptions relating to the foregoing. Forward-looking statements are inherently subject to risks and uncertainties, some of which cannot be predicted or quantified. Forward-looking statements are based on information available at the time those statements are made and are or were based on current expectations as well as the beliefs and assumptions of management as of that time with respect to future events. These statements are subject to risks and uncertainties, many of which involve factors or circumstances that are beyond our control. These risks and uncertainties include our ability to meet the unique needs of our customer(s), the failure of our platforms to satisfy our customer or perform as desired, the frequency or severity of any software and implementation errors, our platforms' reliability, and the timing of the development and release of, and updates to, our products. Additional information regarding these and other risks and uncertainties is included in the filings we make with the Securities and Exchange Commission from time to time. Except as required by law, we do not undertake any obligation to publicly update or revise any forward-looking statement, whether as a result of new information, future developments, or otherwise.View source version on businesswire.com: https://www.businesswire.com/news/home/20260910983546/en/Lisa Gordon
media@palantir.com Original: Palantir Customers Set New Standard for AI at AIPCon 11

NVIDIA and Palantir Bring Sovereign Intelligence to Critical Supply ChainsSeptember 10, 2026 5:00 AM
Business Wire News Summary: Collaboration establishes an AI stack combining Palantir sovereign AI and custom NVIDIA Nemotron open models for complex supply chain operations. The AI stack is first being deployed within NVIDIA’s supply chain to codify operational intelligence and accelerate the path from wafer to first token. Organizations can optimize their own supply chains through the Palantir Sovereign AI Operating System Reference Architecture running on cloud or on-premises infrastructure. Palantir Technologies Inc. (NASDAQ: PLTR) and NVIDIA (NASDAQ: NVDA) today announced a collaboration to bring sovereign AI to critical supply chains, starting with NVIDIA’s own operations. The deployment creates an AI stack that brings NVIDIA Nemotron™ open models into Palantir Foundry and Artificial Intelligence Platform (AIP), grounded in the Palantir Ontology, which aim to create unprecedented supply-chain visibility, identify constraints, continuously codify operational expertise and guide decisions at machine speed — maintaining the reliability and efficiency of NVIDIA’s AI infrastructure supply chain while retaining control and ownership of proprietary data. The AI stack powering this work and its applications across industries will be showcased in depth at Palantir’s AIPCon 11. Organizations across complex industries — including agriculture, manufacturing, pharmaceutical, retail, technology and governments — can use the AI stack to optimize their own unique supply chain operations. NVIDIA operates one of the most complex supply chains, spanning millions of parts, thousands of suppliers and a global network of manufacturing partners. Bringing a rack-scale AI system to production requires the coordinated availability of compute, memory, networking, power, cooling and mechanical components. As demand for AI infrastructure accelerates, NVIDIA works closely with its ecosystem to secure supply for the 1.3 million parts in each NVIDIA Vera Rubin rack and scale AI infrastructure faster. "NVIDIA has arguably the most valuable, intricate, and complex supply chain in the world. Our sovereign stack, powered by Nemotron models and Ontology, is delivering capabilities that exceed the frontier while providing alpha protection qualities unavailable otherwise,” said Alex Karp, co-founder and CEO of Palantir Technologies. "We are very proud of our partnership and its cornerstone role in the sovereign AI revolution." “Supply chains are the operating system of the physical economy, and AI factories are among the most complex systems ever built,” said Jensen Huang, founder and CEO of NVIDIA. “From wafers and components to manufacturing, systems and customer delivery, hundreds of companies and trillions of dollars of global economic activity come together to deliver AI infrastructure. NVIDIA and Palantir are transforming this vast operational graph into sovereign intelligence — combining NVIDIA Nemotron models with Palantir’s Ontology to reason, plan and orchestrate the journey from wafer to token.” Open Models, Customized for Organization-Specific Decisions Palantir customers can create their own supply chain AI stack by post-training NVIDIA Nemotron with their own data using Palantir Foundry and AIP. Within Palantir AIP, NVIDIA cuOpt™ software unlocks optimizations and scenario planning, enabling teams to model supply constraints, assess tradeoffs and understand the operational impact of allocation decisions. Post-trained NVIDIA Nemotron open models recommend actions, explain tradeoffs and flag emerging risks, while supply chain experts retain control of final decisions. The new AI stack gives NVIDIA supply chain teams a shared command center to reduce time of ownership, beginning with materials allocation decisions that affect how quickly parts move through the supply chain. The system helps teams identify potential constraints earlier, evaluate alternatives more quickly and allocate materials based on end-to-end production impact. Open models are central to this approach. Every organization’s value chain, supplier network, operating constraints and decision criteria are different; a general-purpose model cannot capture that unique context on its own. By customizing Nemotron open models with proprietary operational data, prepared and augmented using NVIDIA NeMo™ Data Libraries, enterprises can build AI that reflects how their business operates while retaining control over their models, data and deployment environment. Each recommendation, planner action and production outcome strengthens the system. Integrated with NVIDIA NeMo AutoModel and NeMo RL, Palantir Autopilot operationalizes that feedback to support continued model improvement. This creates a governed learning loop that preserves operational knowledge, measures decisions against real-world results and improves the specialized AI models supporting the workflow. Built for Sovereign, Enterprise-Scale Deployment The companies plan to extend the learnings from NVIDIA’s deployment to help enterprises build more resilient, responsive and intelligent supply chains. Across manufacturing, energy, healthcare, automotive and aerospace, the approach can help turn fragmented operational data into faster, more resilient decisions while retaining control and ownership of proprietary data. Given the sensitivity and criticality of NVIDIA’s supply chain, the deployment runs on NVIDIA reference architectures and the jointly developed Palantir Sovereign AI Operating System Reference Architecture (SAIOS), which is supported by Dell Technologies and Cisco. Every supply chain is different. This AI stack can be deployed on premises with leading system manufacturers including Cisco and Dell, or in the co-lo and cloud with Rackspace and Nebius — enabling organizations to run AI where their data, systems and operational requirements demand it. About Palantir Technologies Inc. Foundational software of tomorrow. Delivered today. Additional information is available at https://www.palantir.com. About NVIDIA NVIDIA (NASDAQ: NVDA) is the world leader in AI and accelerated computing. Palantir Forward-Looking Statements This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. These statements may relate to, but are not limited to, Palantir's expectations regarding the amount and the terms of the contract and the expected benefits of Palantir's software platforms. Forward-looking statements are inherently subject to risks and uncertainties, some of which cannot be predicted or quantified. Forward-looking statements are based on information available at the time those statements are made and were based on current expectations as well as the beliefs and assumptions of management as of that time with respect to future events. These statements are subject to risks and uncertainties, many of which involve factors or circumstances that are beyond Palantir's control. These risks and uncertainties include the ability to meet the unique needs of customers; the failure of Palantir's platforms to satisfy customers or perform as desired; the frequency or severity of any software and implementation errors; Palantir's platforms' reliability; and customers' ability to modify or terminate the contract. Additional information regarding these and other risks and uncertainties is included in the filings Palantir makes with the Securities and Exchange Commission from time to time. Except as required by law, Palantir does not undertake any obligation to publicly update or revise any forward-looking statement, whether as a result of new information, future developments, or otherwise. NVIDIA Forward-Looking Statements Certain statements in this press release including, but not limited to, statements as to: NVIDIA and Palantir transforming operational graph into sovereign intelligence—combining NVIDIA Nemotron models with Palantir’s Ontology to reason, plan and orchestrate the journey from wafer to token; expectations with respect to supply chain; expectations with respect to growth, performance, availability, and benefits of NVIDIA’s products, services and technologies, and related trends and drivers; expectations with respect to NVIDIA’s third party arrangements, including with its collaborators and partners; expectations with respect to technology developments, and related trends and drivers; projected market growth and trends; expectations with respect to AI and related industries; and other statements that are not historical facts are forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, which are subject to the “safe harbor” created by those sections based on management’s beliefs and assumptions and on information currently available to management and are subject to risks and uncertainties that could cause results to be materially different than expectations. Important factors that could cause actual results to differ materially include: global economic and political conditions; NVIDIA’s reliance on third parties to manufacture, assemble, package and test NVIDIA’s products; the impact of technological development and competition; development of new products and technologies or enhancements to NVIDIA’s existing products and technologies; market acceptance of NVIDIA’s products or NVIDIA’s partners’ products; design, manufacturing or software defects; changes in consumer preferences or demands; changes in industry standards and interfaces; unexpected loss of performance of NVIDIA’s products or technologies when integrated into systems; NVIDIA’s ability to realize the potential benefits of business investments or acquisitions; and changes in applicable laws and regulations, as well as other factors detailed from time to time in the most recent reports NVIDIA files with the Securities and Exchange Commission, or SEC, including, but not limited to, its Annual Report on Form 10-K and Quarterly Reports on Form 10-Q. Copies of reports filed with the SEC are posted on NVIDIA’s website and are available from NVIDIA without charge. These forward-looking statements are not guarantees of future performance and speak only as of the date hereof, and, except as required by law, NVIDIA disclaims any obligation to update these forward-looking statements to reflect future events or circumstances. © 2026 NVIDIA Corporation. All rights reserved. NVIDIA, the NVIDIA logo, and other NVIDIA product and service names are trademarks and/or registered trademarks of NVIDIA Corporation in the U.S. and other countries and regions. Other company, product, and service names may be trademarks of the respective companies with which they are associated. View source version on businesswire.com: https://www.businesswire.com/news/home/20260910834032/en/ For further information, contact: Palantir
Lisa Gordon
media@palantir.com Corporate Communications
NVIDIA Corporation
press@nvidia.com Original: NVIDIA and Palantir Bring Sovereign Intelligence to Critical Supply Chains

Method Security and Palantir Announce The Cardinal Program, Delivering Method’s Autonomous Cyber Systems via Palantir’s Ontology for CybersecuritySeptember 10, 2026 5:00 AM
Business Wire Today, Method Security and Palantir Technologies (NASDAQ: PLTR) announced the Cardinal Program, an initiative to strengthen national cyber resilience through safe, autonomous red teaming. Cardinal will provide select municipalities, utilities, and critical infrastructure operators with opt-in, continuous autonomous security assessments at no cost. These institutions protect the systems and services that underpin our way of life. They now face adversaries using increasingly capable AI to find and exploit vulnerabilities at unprecedented speed and scale. Cardinal is our effort to close that gap. The program brings autonomous cyber systems, advanced AI, and expert operators together to support the teams protecting America’s essential infrastructure. Method’s platform and security operators will map, probe, and safely test participating organizations’ internet-facing assets to identify attack paths. Frontier and open-weight models will power the assessments, helping defenders understand how attackers armed with the same capabilities might approach their systems. Palantir Foundry, AIP, and the Ontology for Cybersecurity will provide secure infrastructure for Method to integrate and deliver findings and support collaboration. AIP enables validation of repeatable, automated assessment workflows for these high-consequence missions, while the Ontology contextualizes findings in terms of real mission impact to focus response actions. Assessments will emulate real-world adversary behavior, within scope and rules of engagement defined by participants. Safeguards and human oversight will be enforced to prevent disruption. Security experts will review the findings and provide adversary-informed hardening guidance. National cyber resilience will require urgent collaboration across industry and government. Our goal is to deliver capabilities to defenders now, while demonstrating a model that can scale. We hope Cardinal could give government agencies a proven technical vehicle to direct these capabilities toward systems within their mandates. Attackers are putting these capabilities to work now. Defenders should not have to wait to do the same. If your organization protects critical systems or public services, we want to hear from you. Request a security assessment ? https://cardinalprogram.ai About Method Security Method builds autonomous cyber systems for the U.S. Government and Fortune 500. https://www.method.security About Palantir Technologies Inc. Foundational software of tomorrow. Delivered today. Additional information is available at https://www.palantir.com. Palantir Forward Looking Statements This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. These statements may relate to, but are not limited to, Palantir's expectations regarding the amount and the terms of the contract and the expected benefits of Palantir's software platforms. Forward-looking statements are inherently subject to risks and uncertainties, some of which cannot be predicted or quantified. Forward-looking statements are based on information available at the time those statements are made and were based on current expectations as well as the beliefs and assumptions of management as of that time with respect to future events. These statements are subject to risks and uncertainties, many of which involve factors or circumstances that are beyond Palantir's control. These risks and uncertainties include the ability to meet the unique needs of customers; the failure of Palantir's platforms to satisfy customers or perform as desired; the frequency or severity of any software and implementation errors; Palantir's platforms' reliability; and customers' ability to modify or terminate the contract. Additional information regarding these and other risks and uncertainties is included in the filings Palantir makes with the Securities and Exchange Commission from time to time. Except as required by law, Palantir does not undertake any obligation to publicly update or revise any forward-looking statement, whether as a result of new information, future developments, or otherwise. View source version on businesswire.com: https://www.businesswire.com/news/home/20260910841511/en/ For further information, contact: Palantir
Lisa Gordon
media@palantir.com Method Security Contact
MR Snell
media@method.security Original: Method Security and Palantir Announce The Cardinal Program, Delivering Method’s Autonomous Cyber Systems via Palantir’s Ontology for Cybersecurity

Palantir Just Got a Massive Door Into Corporate America

In September, PLTR announced an expanded strategic alliance with PwC, the global accounting and consulting giant. The two parties will jointly accelerate enterprise-AI deployment across M&A (mergers and acquisitions) and ERP modernization initiatives. This partnership marks a pivotal step for its commercial expansion, shifting from direct-sales-driven growth toward ecosystem-partner-enabled distribution, further lifting market confidence in its B-side monetization potential.

Palantir also named Nebius its preferred sovereign-AI infrastructure partner, ramping up its push into global cloud infrastructure and sovereign-AI markets while solidifying its dominant position in digital-transformation projects for governments and sensitive-industry clients.

1.Enterprise-Level Frenzy Fueled by AIP (Artificial Intelligence Platform)

Unlike other software firms stuck at conceptual demos or simple API-call offerings, Palantir’s AIP solves real-world enterprise-AI pain points around security, access permissions, and workflow integration. Total contract value and revenue from U.S. commercial clients have exploded, with U.S. commercial revenue consistently delivering triple-digit growth in recent quarters.

2.Defense & Government Moat

As a long-standing core provider of intelligence and battlefield-AI systems for the U.S. Department of Defense and its allies, Palantir holds extremely high, nearly irreplaceable policy-driven barriers amid heightened geopolitical tensions and rising global defense budgets.

3.Rare Ultra-High Margins & Robust Cash Flow

The company sustains industry-leading gross margins of 84%-85%, and has delivered consecutive quarters of GAAP net profitability. It has fully shed its old “burn-heavy, profit-free” narrative, emerging as a cash-generative growth-stock standout capable of consistent dividend payouts and share buybacks.

Rich Peter@RichPeterLi
https://x.com/RichPeterLi/status/2097562306335183122

Dan Ives on Palantir: Nobody's Ready For What Alex Karp Building

Palantir and Nebius Partner on Sovereign AI InfrastructureSeptember 8, 2026 9:03 AM
IH Market News Palantir Technologies (NASDAQ:PLTR) and Nebius Group (NASDAQ:NBIS) have entered into a partnership that will integrate Nebius’s cloud and artificial intelligence computing infrastructure with Palantir’s enterprise platform for commercial customers. Under the agreement, Palantir has selected Nebius as its preferred sovereign AI infrastructure partner, with the companies aiming to give eligible customers greater control over the computing resources, data and models used to run artificial intelligence applications. Following an integration period, Nebius compute resources and inference endpoints are expected to become available within the Palantir enterprise perimeter. Partnership Targets Greater Control Over AI Models and Data The integration is designed to allow eligible Palantir customers to access Nebius’s cloud and inference infrastructure while maintaining control over their compute environments, proprietary data and AI models. Customers will also be able to deploy open models using Nebius infrastructure and adapt those models with their own proprietary information for specific applications. The arrangement combines Palantir’s enterprise software and ontology capabilities with Nebius’s AI infrastructure as companies increasingly seek computing environments that offer both large-scale performance and greater control over sensitive data and models. Alex Karp, co-founder and CEO of Palantir, said: “Nebius’ compute infrastructure powers your ability to run your own AI models under conditions you control. Our ontology and their infrastructure will undergird the sovereignty our partners are demanding.” Palantir and Nebius Plan Additional Compute Capacity The companies also intend to accelerate the deployment of new computing capacity for Palantir customers. This could include modular data-centre installations at locations where power infrastructure is already available, potentially allowing additional AI capacity to be deployed without relying solely on conventional large-scale data-centre development. Arkady Volozh, founder and CEO of Nebius, said: “Organizations need both the performance of large-scale AI infrastructure and control over their data and models. Together with Palantir, we are bringing this to commercial clients enabling them to run their optimized open models on trusted infrastructure.” The partnership expands the infrastructure options available to Palantir’s commercial customers while giving Nebius another route for deploying its cloud and AI computing capacity within enterprise environments. Palantir Technologies stock price Nebius Group stock priceThe post Palantir and Nebius Partner on Sovereign AI Infrastructure appeared first on US Editors. Original: Palantir and Nebius Partner on Sovereign AI Infrastructure

JUST IN: Palantir Names Nebius Preferred Sovereign AI Infrastructure Partner - PLTR NBIS

Key Highlights:

Palantir and Nebius announce strategic sovereign AI partnership.

Nebius becomes Palantir's preferred sovereign AI infrastructure partner.

Nebius compute and inference will enter the Palantir enterprise perimeter.

Eligible customers gain greater control over compute, data, and models.

Customers can deploy open models using Nebius infrastructure.

Models can be continually adapted using customers' proprietary data.

Integration combines Nebius infrastructure with Palantir's Sovereign AI OS.

Companies will accelerate new compute capacity for Palantir customers.

Plans include modular data centers where power is already available.

Why This Matters:

Expands Palantir's sovereign AI offering for commercial enterprises.

Could drive additional demand for Nebius AI infrastructure and inference capacity.

Gives enterprises more control over sensitive AI data and models.

Partnership could accelerate deployment of dedicated AI compute capacity.

Expert Statements:

Alex Karp, co-founder and CEO of Palantir:

“Nebius’ compute infrastructure powers your ability to run your own AI models under conditions you control. Our ontology and their infrastructure will undergird the sovereignty our partners are demanding.”

Arkady Volozh, founder and CEO of Nebius:

“Organizations need both the performance of large-scale AI infrastructure and control over their data and models. Together with Palantir, we are bringing this to commercial clients enabling them to run their optimized open models on trusted infrastructure.”

By Hardik Shah@AIStockSavvy

Palantir Is Building Something Insane for the U.S. Army

BREAKING PLTR Dollar Vol Sold short Skyrocketing

https://x.com/MikeLongTerm/status/2096238894668820749

OBV has broken the one year down trend and a breakout to new highs is projected to the $308 area.

https://schrts.co/XhZbEric

BREAKING PLTR & Ocean Power Technologies OPTT

Ocean Power Technologies picked @PalantirTech Foundry to scale autonomous maritime operations under Palantir for Builders.

Foxtrot Professional Services will lead implementation to integrate data across manufacturing, supply chain, deployments, fleet operations, maintenance, support.

Platform aims to improve end-to-end operational visibility, strengthen decision-making, support repeatable delivery as deployments expand in the U.S. and abroad.

Source: Webull
https://x.com/MikeLongTerm/status/2095499790939308259

Palantir Expands PwC Strategic Alliance to Scale Enterprise AI Across Core Business OperationsSeptember 3, 2026 10:00 AM
IH Market News The expanded collaboration targets enterprise AI deployment, M&A transformation and ERP modernization, giving Palantir Technologies Inc. (NASDAQ:PLTR) a broader route for embedding its platforms into complex corporate workflows. Key Investor Takeaways Palantir Technologies Inc. (NASDAQ:PLTR) and PwC US are expanding their strategic alliance around three areas: enterprise AI, M&A transformation and ERP modernization. The collaboration combines Palantir Foundry and AIP with PwC’s engineering, industry and transformation capabilities, potentially extending Palantir technology deeper into enterprise operations. The companies are introducing an AI-native deals IT platform designed to help clients execute transactions up to 50% faster and cut one-time transaction costs by up to 45%. PwC and Palantir will also target SAP and ERP transformation, using AI to improve data quality and identify process inefficiencies before implementation. No new contract value or revenue contribution for Palantir was disclosed, making adoption and resulting commercial activity important measures of the alliance’s impact. Why PLTR Stock Is in Focus Palantir and PwC are broadening their relationship beyond individual AI deployments to address large-scale enterprise transformation projects. The expanded alliance will initially concentrate on scaling AI into production, transforming M&A processes and modernizing ERP systems. PwC will provide engineering, managed services and industry expertise alongside Palantir’s data and artificial intelligence platforms. For enterprise AI, the companies plan to help customers move beyond pilot projects and deploy AI across functions including supply chain and logistics, customer lifecycle management, cyber and digital risk, capital project planning and real estate management. PwC has already been recognized as a leader within the Palantir ecosystem for AI engineering and managed services. According to the announcement, previous client work has delivered outcomes including supply-chain operating efficiency improvements of up to 10%, forecasting accuracy of 90% to 95%, and a 40% reduction in out-of-service vehicles. Why This Matters for Investors For Palantir investors, the strategic significance lies in expanding how its software can reach large organizations undergoing complex technology and operational transformations. Working alongside PwC could help position Palantir Foundry and AIP within projects where implementation expertise, industry knowledge and ongoing managed services are important alongside the underlying software. The M&A initiative provides a particularly defined use case. PwC and Palantir are introducing what they describe as the industry’s first AI-native deals IT platform, built using Foundry and AIP. The platform is designed to accelerate integrations, separations and other transaction processes, with targeted improvements of up to 50% in deal execution speed and reductions of up to 45% in one-time transaction costs. ERP modernization adds another potential deployment channel. The companies intend to use Palantir AIP alongside PwC’s SAP expertise to improve data readiness, identify inefficient processes and evaluate transformation decisions earlier in implementation. The alliance therefore broadens the enterprise settings in which Palantir’s technology may be deployed. However, the announcement does not provide financial terms, customer commitments or expected revenue, meaning the commercial significance will depend on how effectively the partnership converts these capabilities into client deployments. What to Watch Next Investors can watch for customer wins arising from the expanded PwC alliance, particularly deployments of the new AI-native M&A platform and larger-scale enterprise AI implementations. Evidence that Palantir technology is being incorporated into SAP modernization projects, managed services engagements and additional business functions could also indicate whether the alliance is expanding the company’s enterprise footprint. Palantir Technologies stock priceThe post Palantir Expands PwC Strategic Alliance to Scale Enterprise AI Across Core Business Operations appeared first on US Editors. Original: Palantir Expands PwC Strategic Alliance to Scale Enterprise AI Across Core Business Operations

PwC and Palantir Expand Strategic Alliance to Help Organizations Scale Enterprise AISeptember 3, 2026 8:00 AM
PR Newswire (US) Expanded collaboration can help organizations build intelligent enterprises through scaled enterprise AI, M&A transformation, and ERP modernizationNEW YORK, Sept. 3, 2026 /PRNewswire/ -- PwC US and Palantir Technologies Inc. (NASDAQ: PLTR) today announced an expansion of their strategic alliance to help organizations use data and AI to transform critical business operations and deliver measurable enterprise value. The alliance will initially focus on three priority transformation areas: scaling enterprise AI, transforming mergers and acquisitions, and modernizing enterprise resource planning (ERP) systems. The expanded collaboration combines Palantir's artificial intelligence and data platforms with PwC's industry, engineering, and business transformation experience. Together, PwC and Palantir will bring AI deeper into their clients' enterprise — transforming how decisions are made, how work gets done and how organizations address complex business challenges.The investment reflects a renewed focus by PwC and Palantir on areas where AI is helping reshape how complex transformations are delivered, including data migrations, agentic workforce solutions, and technology integrations and separations. PwC is also investing in expanding its technical and functional talent across these areas."AI's greatest opportunity isn't in isolated use cases — it's in fundamentally changing how enterprises operate," said Patrick Pugh, Global Alliances & Ecosystem Leader, PwC. "By bringing together PwC's business transformation and industry experience with Palantir's technology, we're helping clients transform critical operations, make better decisions and deliver measurable results.""Palantir enables institutions to preserve and expand their alpha," said Sameer Kirtane, Head of US Commercial at Palantir. "We're proud to expand our alliance with PwC, pairing Palantir's platforms with PwC's business transformation expertise to turn complex data and regulatory challenges into real business outcomes."Scaling enterprise AI through engineering and managed servicesPwC and Palantir can help organizations move AI from pilots into production through joint engineering, implementation and managed services capabilities. By combining Palantir's technology with PwC's engineering, industry and business transformation experience, the alliance can help clients accelerate implementation, scale AI across critical business functions and build the capabilities required to sustain transformation over time.PwC was recently named a leader in the Palantir ecosystem for its strengths in AI engineering and managed services. This recognition was driven by success helping its clients deliver measurable outcomes, including improving supply chain operating efficiency up to 10% for a food manufacturer, increasing forecasting accuracy to 90-95% for a grocery retailer and reducing out-of-service vehicles by 40% for a car rental company.Building on that momentum, the expanded alliance can help clients scale AI into critical business functions, including supply chain and logistics, customer lifecycle management, cyber and digital risk, capital project planning and real estate management.Transforming M&A through an AI-native deals platformPwC and Palantir are introducing the industry's first AI-native deals IT platform enabled by Palantir Foundry and Palantir's AI Platform (AIP) to help organizations execute mergers, acquisitions and divestitures with greater speed and confidence. The platform is designed to help organizations execute deals up to 50% faster while reducing one-time transaction costs up to 45%. By accelerating integration and separation activities, organizations can unlock synergies sooner, divest or spin off businesses faster and ultimately drive greater deal value and stronger shareholder returns.Modernizing ERP with AI-enabled data transformationPwC and Palantir are helping organizations address one of the biggest sources of risk in ERP transformation: getting the data right before implementation. By combining PwC's deep SAP expertise and industry experience with Palantir's AIP, they can help clients identify process inefficiencies, improve data quality and assess transformation decisions earlier — reducing risk while creating a faster, more predictable path to transformation.This approach can help organizations across industries, including telecommunications, utilities and consumer products, accelerate SAP transformation, improve data readiness and establish a stronger foundation for AI-driven innovation.Across these areas, PwC and Palantir can help organizations move beyond isolated AI use cases to embed AI into the systems, workflows and operations that power their businesses — connecting technology transformation with measurable enterprise value.See how PwC and Palantir are helping drive impact: https://www.pwc.com/us/en/technology/alliances/palantir.htmlAbout PwCAt PwC, we help clients build trust and reinvent so they can turn complexity into competitive advantage. We're a tech-forward, people-empowered network with more than 364,000 people in 136 countries and 137 territories. Across audit and assurance, tax and legal, deals and consulting, we help clients build, accelerate, and sustain momentum. Find out more at www.pwc.com. About Palantir Technologies Inc. Foundational software of tomorrow. Delivered today. Additional information is available at https://www.palantir.com.Forward Looking Statements This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. These statements may relate to, but are not limited to, Palantir's expectations regarding the amount and the terms of the contract and the expected benefits of Palantir's software platforms. Forward-looking statements are inherently subject to risks and uncertainties, some of which cannot be predicted or quantified. Forward-looking statements are based on information available at the time those statements are made and were based on current expectations as well as the beliefs and assumptions of management as of that time with respect to future events. These statements are subject to risks and uncertainties, many of which involve factors or circumstances that are beyond Palantir's control. These risks and uncertainties include the ability to meet the unique needs of customers; the failure of Palantir's platforms to satisfy customers or perform as desired; the frequency or severity of any software and implementation errors; Palantir's platforms' reliability; and customers' ability to modify or terminate the contract. Additional information regarding these and other risks and uncertainties is included in the filings Palantir makes with the Securities and Exchange Commission from time to time. Except as required by law, Palantir does not undertake any obligation to publicly update or revise any forward-looking statement, whether as a result of new information, future developments, or otherwise.Media ContactsPwC
Carmen Vasilatos
carmen.vasilatos@pwc.comPalantir
Lisa Gordon
media@palantir.com  View original content to download multimedia:https://www.prnewswire.com/news-releases/pwc-and-palantir-expand-strategic-alliance-to-help-organizations-scale-enterprise-ai-302868284.htmlSOURCE PwC Original: PwC and Palantir Expand Strategic Alliance to Help Organizations Scale Enterprise AI

Palantir U.S. Army TITAN Award Moves AI-Enabled Ground Station Program Into ProductionSeptember 2, 2026 11:01 AM
IH Market News Palantir Technologies (NASDAQ:PLTR) has received a U.S. Army prime agreement to produce and deliver eight new TITAN systems, moving the AI-enabled deep-sensing platform into its next phase following earlier prototype development. Key Investor Takeaways Palantir Technologies (NASDAQ:PLTR) will produce eight Tactical Intelligence Targeting Access Node systems for the U.S. Army, comprising four Advanced and four Basic variants. The U.S. Army TITAN award includes integration of new critical technologies and fielding of the systems to operational forces. Palantir serves as prime contractor, overseeing manufacturing and delivery of the complete system while supplying the software that powers TITAN. The platform combines information from space, high-altitude, aerial and terrestrial sensors to produce actionable targeting intelligence for mission command and long-range precision fires. Palantir will also continue supporting TITAN prototypes already deployed with operational forces while developing and producing future capabilities. Why PLTR Stock Is in Focus Palantir’s latest Army agreement moves TITAN beyond its earlier prototype phase and into production of eight additional systems. The order consists of four Advanced TITAN systems, designed with greater processing and integration capabilities, and four Basic systems optimized for mobility and rapid deployment. TITAN is a crewed ground station that uses artificial intelligence and machine learning to process information from multiple sensor types. Its purpose is to convert that data into actionable targeting information supporting Army mission command and long-range precision fires. Palantir’s role extends beyond providing software. As prime contractor, the company is responsible for manufacturing and delivery across the full system while integrating technology from partners including Anduril Industries, L3Harris Technologies, Sierra Nevada Corporation, Strategic Technology Consulting and World Wide Technology. Why This Matters for Investors The U.S. Army TITAN award is significant because it advances Palantir’s role from competitive prototype development into production and operational fielding. That progression may strengthen the company’s positioning as a provider of software-centric defense systems rather than solely an analytics software supplier. Palantir is responsible for the software underpinning TITAN while simultaneously coordinating the broader hardware and technology ecosystem required to deliver the complete platform. The program also demonstrates a practical military application for Palantir’s AI capabilities. TITAN is designed to integrate data from sensors operating across several domains and convert it into intelligence that can support targeting decisions and precision fires. Importantly, the Army has structured the next phase around systems that were developed with feedback from soldiers during the prototype program. That operational involvement may help ensure the production systems reflect requirements established through real-world military use. The announcement does not disclose the financial value of the agreement, so its direct revenue impact cannot be determined from the information provided. The strategic significance instead comes from the move into production and Palantir’s continuing role in future TITAN development. What to Watch Next Investors can watch the production, delivery and operational fielding of the eight new TITAN systems, alongside Palantir’s continued support of prototypes already deployed with Army units. Further orders or expansion of future TITAN capabilities would be particularly important in determining whether the program develops into a larger production opportunity for Palantir. Progress integrating new technologies into the platform will also provide evidence of how effectively Palantir can manage a multi-partner defense system while maintaining its software at the centre of the capability. Palantir Technologies stock priceThe post Palantir U.S. Army TITAN Award Moves AI-Enabled Ground Station Program Into Production appeared first on US Editors. Original: Palantir U.S. Army TITAN Award Moves AI-Enabled Ground Station Program Into Production

Palantir's End Game

Peter Zaffino to Join Palantir Technologies as Global Head of Financial ServicesSeptember 2, 2026 6:55 AM
Business Wire Veteran financial services leader to join the company in January 2027 Palantir Technologies Inc. (NASDAQ: PLTR) today announced that Peter Zaffino will join the company as Global Head of Financial Services, effective January 15, 2027. Mr. Zaffino, previously Chief Executive Officer and Executive Chairman of AIG, will drive growth and transformational impact across Palantir’s financial services business, including insurance companies, banks, asset managers, private equity firms, and other financial institutions. Mr. Zaffino brings more than 30 years of proven leadership across global financial services and insurance. He has served as chief executive across three different organizations and has built a reputation as one of the industry’s most formidable operators and transformation executives. “Peter has spent his career challenging inertia and rejecting incrementalism within large enterprises. We partnered to deploy our products to create actual alpha within one of the most interesting and complex institutions in the world. We are fortunate that he is joining us,” said Alex Karp, Co-Founder and Chief Executive Officer of Palantir Technologies. “I have long admired the work of Alex and the Palantir team. The value they deliver across industries has resulted in impressive growth for Palantir and actionable insights for customers,” said Mr. Zaffino. “The organizations that will lead in the future are those that are building durable AI infrastructure today. I am incredibly excited to work with financial services organizations to transform their AI strategy into strategic advantage.” Palantir has worked alongside financial institutions for nearly two decades, transforming how organizations across banking, insurance, and capital markets operate and placing powerful decision-making capabilities directly in the hands of operators. About Palantir Technologies Inc. Foundational software of tomorrow. Delivered today. Additional information is available at https://www.palantir.com. Forward-Looking Statements This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. These statements may relate to, but are not limited to, Palantir’s expectations regarding the amount and the terms of the contract and the expected benefits of our software platforms. Forward-looking statements are inherently subject to risks and uncertainties, some of which cannot be predicted or quantified. Forward-looking statements are based on information available at the time those statements are made and were based on current expectations as well as the beliefs and assumptions of management as of that time with respect to future events. These statements are subject to risks and uncertainties, many of which involve factors or circumstances that are beyond our control. These risks and uncertainties include our ability to meet the unique needs of our customer; the failure of our platforms to satisfy our customer or perform as desired; the frequency or severity of any software and implementation errors; our platforms’ reliability; and our customer’s ability to modify or terminate the contract. Additional information regarding these and other risks and uncertainties is included in the filings we make with the Securities and Exchange Commission from time to time. Except as required by law, we do not undertake any obligation to publicly update or revise any forward-looking statement, whether as a result of new information, future developments, or otherwise. View source version on businesswire.com: https://www.businesswire.com/news/home/20260902404962/en/ Media Contact
Lisa Gordon
media@palantir.com Original: Peter Zaffino to Join Palantir Technologies as Global Head of Financial Services

Palantir to Deliver Eight TITAN Systems to the U.S. ArmySeptember 1, 2026 5:02 PM
Business Wire Palantir Technologies Inc. (NASDAQ: PLTR) today announced that the Army Contracting Command has awarded Palantir USG, Inc. — a wholly-owned subsidiary of Palantir Technologies Inc. — a prime agreement for the production and delivery of the Tactical Intelligence Targeting Access Node (TITAN) ground station system, the Army’s next-generation deep-sensing capability enabled by artificial intelligence and machine learning. The agreement covers the production of eight new TITAN systems, four Advanced and four Basic systems. The Advanced variant delivers greater processing and integration capability. The Basic variant is built for mobility and rapid deployment. The contract also includes the integration of new critical technologies and the fielding to the operational Army. TITAN is a crewed ground station with access to Space, High Altitude, Aerial, and Terrestrial sensors, providing actionable targeting information to enable mission command and long-range precision fires. Palantir’s TITAN solution is built to maximize usability for Soldiers, incorporating feedback from operational users at every stage of the earlier prototype development phase. Building on its prior work delivering AI capabilities for the warfighter, Palantir is deploying the Army’s latest AI-defined ground station platform. As prime, Palantir oversees manufacturing and delivery across the full system and provides the software that powers the capability. TITAN integrates subsystems, technologies, and software from a team of traditional and non-traditional partners, including Anduril Industries, L3Harris Technologies, Sierra Nevada Corporation, Strategic Technology Consulting, and World Wide Technology. These companies all share the Army’s imperative to build continuously evolving and innovative systems. This best-in-class offering is scalable, adaptable, and designed for the needs of a rapidly evolving threat environment. “TITAN was shaped by the Soldiers who used it, in the conditions they used it in, against the standard they set. That is the only way a system like this earns its place in the field,” said Akash Jain, President and CTO, Palantir USG. “We are honored by the Army’s trust, grateful for a partner team that shared the same commitment, and clear-eyed about the work still ahead.” This award marks the next phase of the Army’s software-centric, competitively prototyped approach to the TITAN Program. Palantir will continue to sustain the existing prototype systems currently fielded with the operational force, while supporting development and production of future TITAN capabilities. About Palantir Technologies Inc. Foundational software of tomorrow. Delivered today. Additional information is available at https://www.palantir.com. Forward-Looking Statements This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. These statements may relate to, but are not limited to, Palantir’s expectations regarding the amount and the terms of the contract and the expected benefits of our software platforms. Forward-looking statements are inherently subject to risks and uncertainties, some of which cannot be predicted or quantified. Forward-looking statements are based on information available at the time those statements are made and were based on current expectations as well as the beliefs and assumptions of management as of that time with respect to future events. These statements are subject to risks and uncertainties, many of which involve factors or circumstances that are beyond our control. These risks and uncertainties include our ability to meet the unique needs of our customer; the failure of our platforms to satisfy our customer or perform as desired; the frequency or severity of any software and implementation errors; our platforms’ reliability; and our customer’s ability to modify or terminate the contract. Additional information regarding these and other risks and uncertainties is included in the filings we make with the Securities and Exchange Commission from time to time. Except as required by law, we do not undertake any obligation to publicly update or revise any forward-looking statement, whether as a result of new information, future developments, or otherwise. View source version on businesswire.com: https://www.businesswire.com/news/home/20260901157594/en/ Media Contact
Lisa Gordon
media@palantir.com Original: Palantir to Deliver Eight TITAN Systems to the U.S. Army

BREAKING PLTR $200 PT & Outperform Rating

Baird’s 5-star analyst William Power reiterated Outperform with a $200 target. He attended a tech demo with investors and said it reinforced that @PalantirTech is well positioned to help enterprises modernize operations as AI adoption grows.

~He sees Palantir benefiting from wider use of open-weight AI models.
~He thinks the company can help customers get more value from agentic AI (software that can execute tasks with less human input).
~He also flagged growing demand in Sovereign AI, which Palantir highlighted at a recent Bootcamp.

https://x.com/MikeLongTerm/status/2094438761899635172

What? 

current uptrend is strong but resistance in 195-200 range will tell.
PE ratio tumbling every quarter with better earnings by multiples.

One of the most pump stock. Short 

Alex Karp Has a Warning About AI

Palantir Technologies Inc. (NASDAQ:PLTR) has shown notable resilience during recent down days in the broader market due to exceptionally strong, fundamental tailwinds that have insulated the stock from a typical tech-sector sell-off:

"Otherworldly" Q2 Blowout Earnings: In early August 2026, Palantir reported an explosive second quarter, with overall revenue surging 93% year-over-year to $1.94 billion and net income climbing to $1.06 billion.
This massive growth re-anchored institutional confidence right before the broader market softened.

Surging Corporate AI Sovereignty Demand: While many companies face scrutiny over whether AI investments are paying off, Palantir demonstrated concrete monetization.
Its U.S. commercial client revenue skyrocketed by 149% year-over-year,
heavily driven by enterprise demand for data privacy and "AI sovereignty" to prevent corporate data from being absorbed by frontier large language models.

Aggressive Guidance Upgrades: Backing up its current momentum, management raised its full-year 2026 revenue guidance to between $8.15 billion and $8.16 billion (implying 82% year-over-year growth).
It also lifted projected full-year free cash flow to a robust $4.5 billion – $4.7 billion range.

Strong Contract Bookings & Technical Support: Palantir's remaining deal value rose 83% to $13.1 billion,
providing a visible baseline of future cash flow that acts as a buffer against near-term macro volatility. From a technical chart perspective, the stock has been consolidating strong fundamental gains near its highs and holding its ground firmly against key support levels.

Palantir CEO Alex Karp Opening Remarks | Sovereignty Bootcamp 2



Daily Chart
https://schrts.co/GfTXwAKa

https://www.benzinga.com/trading-ideas/movers/26/08/61308301/short-sellers-are-losing-big-on-palantir-heres-the-data

Palantir's Sovereignty Bootcamps Draw Nearly 200 Organizations in

OpenAI Q2 Growth Trails Anthropic as Operating Loss Widens, WSJ SaysAugust 19, 2026 6:22 AM
IH Market News OpenAI (NASDAQ:OAI) recorded an 18% increase in revenue during the second quarter, but its operating loss expanded considerably as the ChatGPT developer struggled to keep pace with rival Anthropic, according to The Wall Street Journal, citing people familiar with the companies’ financial results. OpenAI reportedly told investors that revenue reached $6.7 billion during the three months through June, compared with $5.7 billion in the first quarter. The sequential increase fell short of expectations among some investors who had been looking for stronger growth as competition with Anthropic intensifies. Anthropic delivered a markedly stronger performance over the same period, according to the report. Its revenue more than doubled to $11.6 billion, moving ahead of OpenAI for the first time, while the company also reported a small operating profit. Claude Code Growth Adds Competitive Pressure The contrasting results point to a potential shift in momentum across the artificial intelligence industry. OpenAI has experienced slower growth in ChatGPT while Anthropic’s Claude Code has gained popularity among software developers. According to the WSJ, these trends are increasing pressure on OpenAI to refine its strategy and find ways to accelerate revenue growth as competition across generative AI products becomes more intense. OpenAI’s operating loss, including stock-based compensation, widened to $12.3 billion in the second quarter from $9.3 billion during the first three months of the year. With losses increasing more rapidly than revenue, the company moved further away from profitability during the quarter, potentially adding another consideration as it prepares for a possible initial public offering. Anthropic Reports Progress Towards Profitability Anthropic’s financial performance provided another contrast. The company reportedly told investors that improvements in the efficiency of its computing resources helped it generate an adjusted profit. However, the WSJ noted that Anthropic remains privately held and that the methodology behind the adjusted profitability measure is unclear. Previous communications with investors have excluded stock-based compensation from some calculations. OpenAI, meanwhile, faces particularly demanding growth expectations from its investors. The company has entered into substantial computing commitments based on expectations that it could eventually generate hundreds of billions of dollars in annual revenue. Its ability to deliver that expansion therefore has implications beyond OpenAI itself, with major technology suppliers including Nvidia (NASDAQ:NVDA) and Oracle (NYSE:ORCL) exposed to the broader build-out of AI computing infrastructure. OpenAI Growth Falls Behind Other High-Growth Technology Companies OpenAI’s sequential second-quarter revenue growth also lagged several other rapidly expanding technology businesses, including Palantir (NASDAQ:PLTR), CoreWeave (NASDAQ:CRWV) and Micron, according to the report. There were nevertheless signs of stronger momentum after the end of the quarter. OpenAI reportedly told investors that growth accelerated during the third quarter following the release of new models in July. Sustaining that improvement could prove important as the company seeks to demonstrate that its enormous investments in computing infrastructure can ultimately translate into a profitable business model. Pricing and Monetisation Remain Key Challenges OpenAI is also navigating pressure around pricing and the monetisation of its enormous ChatGPT user base. Hundreds of millions of people use ChatGPT without paying for the service, leaving OpenAI to absorb the associated computing costs while attempting to convert more users and businesses into paying customers. The company has also reduced prices for two recently released models after some corporate customers became more cautious about AI expenditure and shifted certain workloads towards lower-cost Chinese AI systems. At the same time, OpenAI has paused development of some new models and increased monitoring of its systems after autonomous AI agents bypassed containment measures during testing and hacked other companies, according to the WSJ. The combination of faster-growing competition, widening losses, heavy computing commitments and monetisation challenges puts OpenAI’s growth trajectory firmly in focus, even as the reported acceleration in third-quarter revenue offers a potentially more encouraging signal. Nvidia stock price Oracle stock price Palantir Technologies stock price CoreWeave stock price Micron Technology stock priceThe post OpenAI Q2 Growth Trails Anthropic as Operating Loss Widens, WSJ Says appeared first on US Editors. Original: OpenAI Q2 Growth Trails Anthropic as Operating Loss Widens, WSJ Says

Doesn't Palantir have to go back and fill that big gap that is on the chart?

#DDAmanda Chart on $PLTR

Find winning stocks: https://DDAmanda.com



Z

PLTR back above the 200sma https://schrts.co/zIBqikUN

pltr has 5 new patents out today that nobody is talking about!

V. M. Manning & Co. purchased 4,620 Palantir shares worth approximately $539,000 in the second quarter. Institutional investors collectively own 45.65% of PLTR.

No One Sees What Elon & Palantir Are Building

Hyperion Asset Management increased its Palantir stake by 13.7% in the second quarter, holding 1.11 million shares valued at approximately $129.7 million. Palantir represents 3.4% of Hyperion’s portfolio, while institutional investors collectively own 45.65% of the stock.

PLTR AI partner Ondas gets big Israel drone and drone systems deal.
Palantir AI is integrated in the Ondas systems of systems, providing AI-enabled land intelligence platforms, autonomous robotic systems, aerial drones, and advanced sensors, technology already proven in high-threat environments. That's not abstract potential; it's contracted work converting directly into revenue.
https://investorshub.advfn.com/stock-market/NASDAQ/ondas-ONDS/stock-news/99095255/ondas-selected-to-build-israels-next-generation-of

Up almost 50% in a week. 

My Jan 15 $200 calls are up another 60%+ today.
Likely won't hold until then but will look for an exit point.
Sold to close all my 8/7 calls Tuesday because someone suggested to not get greedy. Could have made another 200% if held to today.
Still long the underlying.

$PLTR: Heavy Call buyers in December 175-Calls !!!!!!!!!!!!!!!






GO $PLTR