PLTR · Earnings call · 2026Q3T · Full report

Manufacturing and Capacity

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

Shyam Sankar connected defense deterrence with the ability to produce materiel, saying the U.S. needs to reinvent production after decades of deindustrialization. He cited Palantir’s work with War Machine and commercial, private and public-sector companies to enable production using a modern American manufacturing stack. The call did not provide specific utilization, capacity-expansion or outsourcing figures.

Key facts

• Palantir's CTO said the company is working in a period when the nation needs to reinvent production after 30 to 40 years of deindustrialization.