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yesterday

Palantir and Anduril Win $100 Million U.S. Army AI Command-and-Control Prototype Deal

The award highlights Palantir’s strategy of leveraging policy incentives alongside partnerships to scale AI deployments across U.S. defense programs.

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Overview

  • The U.S. Army awarded an 11-month, $100 million Next-Generation Command and Control prototype contract to the Anduril-Palantir team on July 21.
  • William Blair analyst Louie DiPalma projects that Palantir will capture approximately $30 million of the contract value and that recurring revenue from the deal could exceed $150 million annually within three years.
  • Palantir reported $135 million in annual recurring revenue for the second quarter from nine separate government contracts.
  • Ongoing collaborations with Accenture Federal Services and the U.S. government’s Warp Speed for Warships initiative demonstrate Palantir’s expanding role in defense AI and naval data analytics.
  • Analysts point to President Trump’s tax reforms and bipartisan naval modernization efforts as policy drivers that could boost Palantir’s government-AI growth trajectory.