Palantir Technologies (PLTR) announced a new wave of sovereign AI deployments with partners including L3Harris, McCarthy, NVIDIA, Ondas, and Tampa General Hospital. The collaborations span sensitive sectors such as defense, advanced manufacturing, construction, and healthcare, focusing on real-world AI workflows and data control. Clients use Palantir's platforms to fine-tune models, keep control over their data, and pursue operational efficiency. The article argues the moves reinforce the company's software moat but also heighten reliance on large U.S. government and defense contracts and a customer base skewed heavily toward the U.S. It suggests tracking upcoming earnings updates through late 2026 for disclosures on total contract value and how much demand comes from outside the U.S.
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