PLTR · News · 20261022N

Defense AI Demand

Palantir Technologies Inc. · 2026-10-22 · Importance 25 · Surprise 32

The global signals intelligence market was valued at $30.4 billion in 2025 and is projected to reach $60.9 billion by 2035. Research and Markets estimates a 7.6% compound annual growth rate, with demand supported by cyberattacks, electronic warfare, spectrum congestion, and defense modernization. Palantir was identified alongside Lockheed Martin, Northrop Grumman, and L3Harris as a participant in the market, although high system costs and privacy concerns remain constraints.

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