Palantir Technologies (PLTR)
Published 2026-03-16 • by palantirbullets
Thesis Summary
Palantir continues to expand its competitive moat through aggressive partnerships (LG CNS, GE Aerospace, Nvidia) and the rapid deployment of its AIP platform to industrial and governmental clients, signaling robust scaling of its AI operating system.
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Detailed Deep Dive
Last week:
* Palantir partnered with LG CNS to drive AI across the LG Group. Palantir was first deployed in late 2025 within an affiliate of LG Group. LG CNS will form a dedicated FDE team.
* Palantir partnered with GE Aerospace to transform military readiness:
> _“GE Aerospace uses Palantir AIP across select supply chain functions, helping orchestrate activities including fulfillment, sourcing, allocation, maintenance, repair, and customer service.” -_ Palantir press release
* Palantir and Nvidia deepened their partnership to deliver a sovereign AI OS reference architecture. The Sovereign AI architecture allows enterprises total control over their data, AI models, and applications.
> _“AI is redefining the infrastructure stack. By combining Palantir’s sovereign AI OS reference architecture with NVIDIA AI infrastructure, industries and nations can turn data into intelligence with speed, efficiency, and trust.”_ - Justin Boitano, vice president, Enterprise AI Platforms, NVIDIA
* Palantir partnered with Ondas and World View to advance the capabilities of the Multi-Domain Intelligence Platformsdesigned to scale persistent stratospheric, aerial, and land-based ISR missions. Together, the companies will develop three foundational programs:
* Palantir Warp Speed;
* AI Flight Director;
* SkyWeaver.
* Palantir partnered with Polymarket and TWG to police sports betting.
* Palantir held its 9th edition of AIPCon. Among key customers:
* US Navy;
* World View;
* SAP;
* Accenture;
* GE Aerospace.