Last week:

• Palantir partnered with Knox to bring the world's largest Federal and DoW-managed cloud to the companies building for the warfighter and the U.S. Government. Knox built an accelerated path to FedRAMP authorization and delivered it in 90 days.

“Palantir sets the standard for how leading-edge software transforms our government, and operating in FedRAMP and IL5 environments has been a critical part of that mission. Now we're going to scale these efforts,” - Irina Denisenko, CEO, Knox Systems.

• Palantir announced the delivery of critical sovereign AI outcomes from flagship customers:

  • L3Harris;

  • McCarthy;

  • Nvidia;

  • Ondas and Regna AI;

  • Tampa General Hospital.

• Palantir and Stagwell expanded their partnership to transform enterprise marketing.

“As part of the expansion, Stagwell will serve as a premier marketing transformation partner for Palantir while developing new AI-powered solutions for enterprise customers leveraging Palantir's platforms.” - Palantir press release

• Palantir elevated Aplos Data, a Palantir-native deployment company, to Vanguard: Elite. This represents the highest tier of Palantir’s trusted partner network.

Tribal knowledge

Tweet of the week

Yours,
Arny

Reach me:

• X

• Substack

• LinkedIn

Disclaimer: The views and opinions expressed above are current as of the date of this document and are subject to change without notice. Materials referenced above will be provided for educational purposes only. None of the above will include investment advice, a recommendation or an offer to sell, or a solicitation of an offer to buy, any securities or investment products

Last week:

• Palantir announced it will release its Q3 results on Monday, November 2, 2026, after U.S. markets close.

• Palantir partnered with Customers Bank, the subsidiary of Customers Bancorp, Inc. (~$27 billion in assets).

• Palantir and Ondas announced the formation of Regna AI to help governments, defense organizations and enterprises adopt sovereign AI. Regna is initially fully owned by Ondas and supported by Palantir’s technology.

“Regna AI will leverage Palantir's AIP and open-weight models to help customers develop specialized AI capabilities without incurring the substantial costs of building foundational models independently.” - Yahoo Finance

Tribal knowledge

Tweet of the week

Yours,
Arny

Reach me:

• X

• Substack

• LinkedIn

Disclaimer: The views and opinions expressed above are current as of the date of this document and are subject to change without notice. Materials referenced above will be provided for educational purposes only. None of the above will include investment advice, a recommendation or an offer to sell, or a solicitation of an offer to buy, any securities or investment products

Tribal knowledge

Tweet of the week

Yours,
Arny

Reach me:

• X

• Substack

• LinkedIn

Disclaimer: The views and opinions expressed above are current as of the date of this document and are subject to change without notice. Materials referenced above will be provided for educational purposes only. None of the above will include investment advice, a recommendation or an offer to sell, or a solicitation of an offer to buy, any securities or investment products

Last week:

• Palantir partnered with Armada to deliver sovereign AI on infrastructure manufactured in the United States and allies. By combining Armada’s Galleon hardware and Palantir’s Sovereign AI Operating System, customers obtain a single integrated stack that they own end to end.

“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.” - Palantir’s press release

Tribal knowledge

Tweet of the week

Yours,
Arny

Reach me:

• X

• Substack

• LinkedIn

Disclaimer: The views and opinions expressed above are current as of the date of this document and are subject to change without notice. Materials referenced above will be provided for educational purposes only. None of the above will include investment advice, a recommendation or an offer to sell, or a solicitation of an offer to buy, any securities or investment products

Tribal knowledge

Tweet of the week

Yours,
Arny

Reach me:

• X

• Substack

• LinkedIn

Disclaimer: The views and opinions expressed above are current as of the date of this document and are subject to change without notice. Materials referenced above will be provided for educational purposes only. None of the above will include investment advice, a recommendation or an offer to sell, or a solicitation of an offer to buy, any securities or investment products

Last week:

• Palantir won a $48mn deal to modernize ammunition management.

• Palantir and Chipotle partnered to build a new food safety platform to identify supply chain risks.

• Palantir CEO Alex Karp was interviewed by CNBC on Sovereign AI:

Tribal knowledge

Tweet of the week

Yours,
Arny

Reach me:

• X

• Substack

• LinkedIn

Disclaimer: The views and opinions expressed above are current as of the date of this document and are subject to change without notice. Materials referenced above will be provided for educational purposes only. None of the above will include investment advice, a recommendation or an offer to sell, or a solicitation of an offer to buy, any securities or investment products

Last week:

• Palantir and Fujitsu deepened their partnership to advance enterprise AI and make Fujitsu a Global FDE Partner.

“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.” - Palantir press release

• Palantir and Nvidia deepened their partnership to deliver sovereign AI to critical supply chains, connecting NVIDIA Nemotron open models into Palantir Foundry and AIP.

"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” - Alex Karp, co-founder and CEO of Palantir

• Palantir and Method announced the Cardinal Program to deliver Method’s cyber autonomous systems via Palantir’s Ontology for Cybersecurity.

“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.” - Palantir press release

• Palantir hosted AIPCon featuring key clients, including Acrisure, Cisco, Eaton, Federal Aviation Administration, Hexion, L3Harris, NVIDIA, Ondas Sentinel, USA TODAY, Zeta Global.

• Analysts reacted positively to AIPCon11:

Tribal knowledge

Tweet of the week

Yours,
Arny

Reach me:

• X

• Substack

• LinkedIn

Disclaimer: The views and opinions expressed above are current as of the date of this document and are subject to change without notice. Materials referenced above will be provided for educational purposes only. None of the above will include investment advice, a recommendation or an offer to sell, or a solicitation of an offer to buy, any securities or investment products

Last week:

• Palantir signed a deal with the US Army to deliver 8 TITAN vehicles.

“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.” - Palantir press release

• Palantir and PwC expanded their partnership to scale enterprise AI.

“The alliance will initially focus on three priority transformation areas: scaling enterprise AI, transforming mergers and acquisitions, and modernizing enterprise resource planning (ERP) systems.” - Palantir press release

• Peter Zaffino, former AIG CEO, joined Palantir as the Global Head of Financial Services. As a reminder, AIG is a key Palantir client in the financial sector. Zaffino definitely loves Palantir!

• Palantir’s CEO Alex Karp invested in a new defense company being built by Fedorov Mykhailo, former Ukraine Minister of Defense.

• Alex Karp spoke at the G20:

Tribal knowledge

Tweet of the week

Yours,
Arny

Reach me:

• X

• Substack

• LinkedIn

Disclaimer: The views and opinions expressed above are current as of the date of this document and are subject to change without notice. Materials referenced above will be provided for educational purposes only. None of the above will include investment advice, a recommendation or an offer to sell, or a solicitation of an offer to buy, any securities or investment products

Tribal knowledge

Tweet of the week

Yours,
Arny

Reach me:

• X

• Substack

• LinkedIn

Disclaimer: The views and opinions expressed above are current as of the date of this document and are subject to change without notice. Materials referenced above will be provided for educational purposes only. None of the above will include investment advice, a recommendation or an offer to sell, or a solicitation of an offer to buy, any securities or investment products

Last week:

• Palantir organized a 2nd Sovereignty Bootcamp in less than a month with ~100 attendees. Customer speakers included NVIDIA, Novartis, Cisco, NATO, McCarthy Building Companies, Ondas Sentinel, Rackspace Technology, and others.

Tribal knowledge

Tweet of the week

Yours,
Arny

Reach me:

• X

• Substack

• LinkedIn

Disclaimer: The views and opinions expressed above are current as of the date of this document and are subject to change without notice. Materials referenced above will be provided for educational purposes only. None of the above will include investment advice, a recommendation or an offer to sell, or a solicitation of an offer to buy, any securities or investment products

Tribal knowledge

Tweet of the week

Davis the King.

Yours,
Arny

Reach me:

• X

• Substack

• LinkedIn

Disclaimer: The views and opinions expressed above are current as of the date of this document and are subject to change without notice. Materials referenced above will be provided for educational purposes only. None of the above will include investment advice, a recommendation or an offer to sell, or a solicitation of an offer to buy, any securities or investment products

Last week:

• Palantir reported insane Q2 numbers:

  • +115% YoY Revenue Growth;

  • +149% YoY US Commercial Revenue Growth;

  • 62% EBIT Adj. Margin (+16% YoY);

  • 157% Net Dollar Retention;

  • +156% YoY GAAP EPS.

• Palantir stock spiked 30% after earnings and closed the week at $172.

• Palantir partnered with USA Today to “build a common intelligence layer” and improve monetization.

Tribal knowledge

Tweet of the week

Yours,
Arny

Reach me:

• X

• Substack

• LinkedIn

Disclaimer: The views and opinions expressed above are current as of the date of this document and are subject to change without notice. Materials referenced above will be provided for educational purposes only. None of the above will include investment advice, a recommendation or an offer to sell, or a solicitation of an offer to buy, any securities or investment products

Last week:

• Palantir had its first Sovereignty Bootcamp with +150 customers:

Tribal knowledge

Tweet of the week

Yours,
Arny

Reach me:

• X

• Substack

• LinkedIn

Disclaimer: The views and opinions expressed above are current as of the date of this document and are subject to change without notice. Materials referenced above will be provided for educational purposes only. None of the above will include investment advice, a recommendation or an offer to sell, or a solicitation of an offer to buy, any securities or investment products

Editor: Emanuele Marabella

Palantir’s recent contractual activity was intense.

Here are the contracts you need to know before the Q2 results (Monday 3rd, August, after market close):

• $500mn Kirkland & Ellis Partner partnership expansion;

• $300mn Blanket Purchase Agreement (BPA) with the Dep. of Agriculture;

• McCharty multi-year, multi-million-dollar strategic partnership;

• Dell and Nvidia partnership for On-Premises AI Os;

• Nvidia strategic partnership for Nemotron open models on sovereign AI;

• Zeta Global strategic partnership;

• GNP Seguros multi-year, multi-million-dollar expansion;

• Google Cloud partnership to facilitate integration between platforms;

• Thomas Cavanagh Construction Limited 11-year expansion;

• SAP partnership expansion for AI-supported data migration tool;

• Ukraine Partnership for Reconstruction expansion;

• Sole contract for FAALC sole contract for AI integration;

• NGC2 Data Layer Foundational Role secured;

• Surf Air Mobility partnership expansion.

This article is free, but if you find my work useful, you can support it with a paid subscription at the link below. Grazie! ❤️

Subscribe now

Previous deal summary:

Yours,
Arny

Reach me:

• X

• YouTube

• LinkedIn

• Substack

Disclaimer: The views and opinions expressed above are current as of the date of this document and are subject to change without notice. Materials referenced above will be provided for educational purposes only. None of the above will include investment advice, a recommendation or an offer to sell, or a solicitation of an offer to buy, any securities or investment products.

Tribal knowledge

Tweet of the week

Yours,
Arny

Reach me:

• X

• Substack

• LinkedIn

Disclaimer: The views and opinions expressed above are current as of the date of this document and are subject to change without notice. Materials referenced above will be provided for educational purposes only. None of the above will include investment advice, a recommendation or an offer to sell, or a solicitation of an offer to buy, any securities or investment products

Last week:

• PirateWires wrote an article on the peculiar story of Eliano Younes, the “head of vibes” who made the merch store return in the most stylish way:

“So the quality has to represent the people and the software that is Palantir. It’s like we have world-class software, so it needs to be world-class soft-wear.” - Eliano Younes, Head of Strategic Engagement

Your boy has been mentioned in the article!

Tribal knowledge

Tweet of the week

Yours,
Arny

Reach me:

• X

• Substack

• LinkedIn

Disclaimer: The views and opinions expressed above are current as of the date of this document and are subject to change without notice. Materials referenced above will be provided for educational purposes only. None of the above will include investment advice, a recommendation or an offer to sell, or a solicitation of an offer to buy, any securities or investment products

• Palantir announced it will release its Q2 earnings results on the 3rd August, following the market close.

• Palantir and SNP partnered to accelerate SAP transformations. SNP, based in Germany, serves +3,000 customers globally with digital transformation projects.

• Palantir signed an expansion with GNP Seguros, the largest insurer in Mexico and part of the prominent Grupo BAL consortium (23,000 employees).

Tribal knowledge

Tweet of the week

Yours,
Arny

Reach me:

• X

• Substack

• LinkedIn

Disclaimer: The views and opinions expressed above are current as of the date of this document and are subject to change without notice. Materials referenced above will be provided for educational purposes only. None of the above will include investment advice, a recommendation or an offer to sell, or a solicitation of an offer to buy, any securities or investment products

• Palantir expanded its partnership with SurfAir to commercialize SurfOS, including OperatorOS, OwnerOS, and SurfOS Enterprise Solutions products. SurfOS is built on Palantir’s AIP and Foundry to bring modern software to the private aviation and air mobility industries.

“With Foundry and AIP powering SurfOS, we see a clear opportunity to build and define the central operating system for the future of aviation and air mobility, and our expanded commitment reflects our conviction in Surf Air Mobility and the opportunity ahead.” - Ted Mabrey, Palantir Global Head of Commercial.

• Palantir acquired a 7.4% stake in SurfAir.

• Palantir deepened its partnership with Nvidia to manage Nvidia AI and Nemotron open models in sovereign environments. The focus is on US government agencies and US critical infrastructure.

“Customers will own self-improving models specific to their mission. The intelligent engine collects and stores user telemetry and trace data, then uses that data to post-train and align the model to areas where AI can add the most value. With this feedback loop, the model continually improves at supporting specific operational tasks.” - Palantir press release

“Combining Palantir infrastructure with NVIDIA’s AI and Nemotron models will allow the U.S. government to unleash the full power of LLMs while removing the underlying security risks and rational concerns around proprietary insights migrating into the weights of closed models.” Alex Karp, Palantir CEO

• Palantir Maven System achieved full Operational Capability on NATO’s classified network.

• Karp released an interview with CNBC:

Tribal knowledge

Tweet of the week

Yours,
Arny

Reach me:

• X

• Substack

• LinkedIn

Disclaimer: The views and opinions expressed above are current as of the date of this document and are subject to change without notice. Materials referenced above will be provided for educational purposes only. None of the above will include investment advice, a recommendation or an offer to sell, or a solicitation of an offer to buy, any securities or investment products

• Palantir secured a contract with the US Army for the Next Generation Command and Control common data layer baseline. NGC2 is the highest-priority modernization program, built on Palantir's Foundry as the cloud data layer and Anduril's Lattice as the tactical data layer.

“Palantir is committed to help power a diverse NGC2 ecosystem spanning commercial software, government solutions, and Soldier-built applications. We are pleased to continue to work alongside Anduril, Lockheed Martin, and a broad community of traditional and non-traditional defense performers contributing to the Army’s vision for NGC2.” - Palantir press release

• Palantir announced a strategic partnership with Zeta to develop an AI infrastructure layer that integrates customer and operational intelligence and marketing execution across enterprises.

"Bringing together containerized architecture and AI in the context of marketing will transform this industry." - Alex Karp, Palantir CEO

• Palantir signed a contract with the Japanese Self-Defense Forces to integrate Maven Smart Systems.

Tribal knowledge

Tweet of the week

Yours,
Arny

Reach me:

• X

• Substack

• LinkedIn

Disclaimer: The views and opinions expressed above are current as of the date of this document and are subject to change without notice. Materials referenced above will be provided for educational purposes only. None of the above will include investment advice, a recommendation or an offer to sell, or a solicitation of an offer to buy, any securities or investment products

Tribal knowledge

Tweet of the week

Yours,
Arny

Reach me:

• X

• Substack

• LinkedIn

Disclaimer: The views and opinions expressed above are current as of the date of this document and are subject to change without notice. Materials referenced above will be provided for educational purposes only. None of the above will include investment advice, a recommendation or an offer to sell, or a solicitation of an offer to buy, any securities or investment products.