✍️ Palantir Q2 Deals Summary
Contracts you need to know before the 2026 Q2 results
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.
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