PLTR · Earnings call · 2026Q3T · Full report

Defense AI Demand

Palantir Technologies Inc. · 2026-11-02 · Importance null · Surprise 24

Management cited continued demand for Maven across the joint force: the platform had more than 100,000 users and was made available to all military services, beyond combatant commands, and to many combat support agencies. Demand is extending to tactical operations in disconnected environments, ashore and afloat, with DORA bringing Maven capabilities to disconnected operations. Ryan Taylor also said the Army awarded Palantir a prime agreement to produce eight TITAN systems.

Key facts

• The Army awarded Palantir a prime agreement in Q3 to produce 8 TITAN systems.
• At a recent PACOM exercise, Palantir deployed a 30-billion-parameter post-trained model into space-, weight-, power-, and cooling-constrained compute for disconnected operations; it had superior task-specific performance to GPT 5.6 Sol, a 3-trillion-parameter model.
• Using AI FDE, service members can build read-write integrations with legacy sensors and effectors and bring them online in hours, entirely unassisted.
• Maven exceeded 100,000 users and became available to all services beyond combatant commands, as well as many combat support agencies.
• Palantir's DORA is an embedded compute device that brings Maven capabilities to disconnected operations.
• Palantir said Maven demand continues down to the tactical edge in disconnected environments, ashore and afloat.
• Palantir's CEO said the company supports the warfighter and described its products as intended to help deter war and bring troops home healthier and safer.
• 46 teams across the joint force participated in Palantir's Maven hackathon.