Founded in 2003, Palantir has transitioned from a consulting-heavy data firm into a high-margin software powerhouse, positioning itself at the center of the Agentic AI revolution. Its platforms serve as the AI operating system for both the modern enterprise and the Western defense apparatus.
In July 2025, the U.S. Army awarded Palantir a landmark $10 billion enterprise agreement, effectively making it the primary software layer for the Department of Defense. Palantir's Maven system has been adopted by NATO, indicating a growing standardization of its software across Western alliances. Partnered with Ondas Inc. on the SkyWeaver autonomous combat-drone platform — not building drones, but positioning its AI and analytics as the intelligence layer inside autonomous systems.
Core platforms: Gotham (defense & intelligence data integration), Foundry (enterprise data operations), AIP (LLM integration for agentic AI decision-making), Apollo (continuous delivery to the tactical edge).