Palantir (PLTR)

[ZyppBe]

Army recruits officers from Meta, OpenAI and Palantir to serve in new detachment
https://defensescoop.com/2025/06/13/arm ... -palantir/

Executives from high-tech firms Meta, OpenAI and Palantir are joining the Army Reserve at the rank of lieutenant colonel to serve in Detachment 201, a new “Executive Innovation Corps,” the service announced Friday.

The move is the latest push by the department to tap into capabilities and know-how from Silicon Valley and the commercial sector.

The new corps “brings top tech talent into the Army Reserve to bridge the commercial-military tech gap” and is “designed to fuse cutting-edge tech expertise with military innovation,” the Army stated in a press release.

On Friday, the service is set to swear-in Meta’s chief technology officer Andrew Bosworth, OpenAI’s chief product officer Kevin Weil, Palantir’s CTO Shyam Sankar and Bob McGrew, an advisor at Thinking Machines Lab who was previously OpenAI’s chief research officer.

Meta, which owns Facebook, recently announced a new partnership with defense tech company Anduril to develop extended reality (XR) products for soldiers.

OpenAI is the maker of the wildly popular generative AI tool ChatGPT. The Army and the Defense Department writ large are pursuing new genAI tools to boost productivity and efficiency.

Palantir is a major provider of software tools for the DOD — including the Maven Smart System — and is also developing hardware, such as the Army’s AI-enabled TITAN vehicle.

“Det. 201 is an effort to recruit senior tech executives to serve part-time in the Army Reserve as senior advisors. In this role they will work on targeted projects to help guide rapid and scalable tech solutions to complex problems. By bringing private-sector know-how into uniform, Det. 201 is supercharging efforts like the Army Transformation Initiative, which aims to make the force leaner, smarter, and more lethal,” the service stated in Friday’s press release.

[Beheerder]

[ZyppBe]

Bij opening stop-loss afgegaan ~139, nog eens 10% v/d positie buiten. >15 bagger

[Rufus]

Palantir Targets Nuclear Plant Construction With Software Partnership
06/26/2025

Palantir Technologies (PLTR) on Thursday announced a partnership with the Nuclear Company to codevelop an artificial intelligence-based, software system targeting the nuclear plant construction. Palantir stock gained on the news.

Demand for nuclear energy has surged, driven by the build out of AI-centric data centers by technology companies. The South Carolina-based Nuclear Co. is attempting to streamline the construction process for traditional nuclear power plant designs. Palantir said its software will enable the start up to "build plants faster and for less."

In May, President Donald Trump signed a series of executive orders accelerating permitting and licensing timelines, supporting nuclear fuel cycle infrastructure and other factors aimed at jump starting a build out of U.S. nuclear power generation capability. China leads the U.S. in nuclear plant capacity, noted Palantir in a news release.

On the stock market today, Palantir stock rose 1.2% to 144.68 in early trading.

Palantir stock has gained nearly 89% in 2025 amid views that the company seems poised to win more U.S. government business under the Trump administration.

Also, retail investor enthusiasm for generative artificial intelligence plays has lifted Palantir stock, although commercial-related revenue has yet to ramp up.
Further, Palantir stock advanced 340% in 2024, with much of the gain coming after Donald Trump's Presidential election win.

The Denver-based company offers three platforms. One is Palantir Gotham, used primarily by government agencies. There's Palantir Metropolis for banks, financial services firms and hedge funds. And Palantir Foundry is used by corporate clients.

The nuclear plant construction software will be built on Palantir's Foundry platform.

https://www.investors.com/news/technolo ... src=A00220

[Beheerder]

Eigenijk door @Rufus al gedeeld

[ZyppBe]

Palantir and Accenture Federal Services Join Forces to Help Federal Government Agencies Reinvent Operations with AI
https://newsroom.accenture.com/news/202 ... ns-with-ai

DENVER, CO and ARLINGTON, VA; June 30, 2025 – Palantir (NASDAQ: PLTR), a leading provider of AI systems, and Accenture Federal Services, a leading U.S. federal technology company and subsidiary of Accenture LLP (NYSE: ACN), today announced a landmark strategic partnership, naming Accenture Federal as a Palantir preferred implementation partner for U.S. federal government customers.

Together, the companies will deploy commercial-grade, AI-powered solutions to address federal agencies’ highest priority operational challenges, from optimizing and orchestrating mission-critical workflows to enhancing decision-making and increasing operational resilience. As part of the collaboration, Accenture Federal Services and Palantir will partner to train and certify Accenture Federal’s Data & AI team of 1,000 professionals on Palantir Foundry and Artificial Intelligence Platform (AIP) to establish a premier joint delivery capability of cutting-edge automation for the federal government.

“Accenture Federal is a natural Palantir partner,” said Dr. Alex Karp, co-founder and CEO of Palantir Technologies. “Accenture and Palantir are both committed to creating value for America by delivering product-driven outcomes.”

"What makes this partnership so uniquely powerful is Accenture’s expertise working with the federal government and our ability to bring commercial capabilities to government solutions, combined with Palantir’s deep experience in government software," said Julie Sweet, chair and CEO of Accenture. “Together, we will harness the ever-growing power of AI to help the federal government succeed in its critical mission to modernize and reinvent its operations—with stronger data flows, transparency and resilience—to better serve warfighters, citizens and all its stakeholders.”

The two companies will initially focus on the co-development of three key offerings:

Enterprise-to-Edge Data Fusion. Using Palantir’s ontology and AI platform to accelerate modernization of enterprise business systems to push critical data from the enterprise to the tactical edge.

Predictive Supply Chain Orchestration. Combining Accenture’s federal and commercial logistics expertise with Palantir AI to help government agencies deliver optimized, autonomous and resilient supply chain workflows.

Operationalize Financial Intelligence. Providing a 360-degree view of agency budgets and expenditures across numerous systems to enhance fiscal transparency and accountability.

“The world is getting more dangerous, and we need to provide America’s warfighters with cutting-edge AI computing and solutions in order to enhance deterrence,” said Mike Galagher, head of Defense for Palantir Technologies. “This partnership will empower those warfighters with information and analytics, allowing them to fight smarter.”

“This is a game changer for both companies, but more importantly, it’s a game changer for our federal customers,” said Ron Ash, CEO of Accenture Federal Services. “We’re investing in building a scalable capability with Palantir that will deliver AI-enabled decision-making capabilities directly into the fabric of government agencies so leaders can act decisively and deliver greater results faster.”

[ZyppBe]

Palantir and Tomorrow.io Partner to Operationalize Global Weather Intelligence and Agentic AI
https://www.tomorrow.io/blog/palantir-a ... gentic-ai/

Boston, MA — July 9, 2025— Palantir Technologies Inc. (NASDAQ: PLTR), a leading provider of enterprise operating systems, and Tomorrow.io, a leading weather intelligence and resilience platform, today announced a partnership with the aim to reshape the future of weather intelligence and operational readiness. The partnership will integrate Tomorrow.io’s proprietary data and predictive insights into Palantir’s industry-leading platforms, enabling end-to-end automated weather decision-making across defense, government, aviation, supply chain, infrastructure, and more. As part of the agreement, Palantir and Tomorrow.io will pursue joint go-to-market opportunities, to engage mutual partners and customers across defense, government, and enterprise sectors.

Day-to-day and extreme weather endanger billions of lives and has the world at risk of losing $38 trillion in annual economic output, yet reliable real-time atmospheric data remains unavailable for the majority of the planet. Tomorrow.io closed this gap by launching the first commercial constellation purpose-built for weather observations and by training adaptive AI models on that proprietary data that learn from each new data cycle. Coupled with Palantir’s battle-tested decision engines, the partnership converts a global threat into an operational advantage with hyper-local accuracy and without human intervention.

As part of the partnership, Tomorrow.io is joining Palantir FedStart program. FedStart is a SaaS offering that helps accelerate federal go-to-market strategies by enabling companies to run their products within Palantir’s Federal Risk and Authorization Management Program (FedRAMP) and Impact Level (IL) accredited environment. FedStart provides a seamless pathway for companies to achieve compliance and scale their operations within the government sector. Through FedStart, Tomorrow.io will be able to start offering their service to millions of federal government employees. Tomorrow.io joins other recently announced Palantir FedStart customers such as Anthropic, Grafana Labs, and Virtualitics.

“We built FedStart to accelerate the government’s ability to leverage the best, most innovative technologies as they emerge. By enabling the federal workforce to take advantage of Tomorrow.io while ensuring strict adherence to the compliance and security requirements for processing U.S. government (USG) data, we are excited to help increase productivity and efficacy across government,” said Mike Gallagher, Head of Defense for Palantir Technologies. Tomorrow.io’s proprietary satellite constellation and AI-powered predictive insights engine provide a disruptive leap in global predictions down to hyperlocal and minute-level granularity. By embedding this intelligence into Palantir’s operational AI environments, the joint solution intends to deliver instant, automated weather-aware actions across the entire value chain from rerouting logistics to initiating defense protocols, fully calibrated based on operation-critical thresholds.

“In the age of AI, whoever owns the data owns the future, and our partnership with Palantir unlocks a new level of resilience for the world,” said Shimon Elkabetz, CEO and Co-founder at Tomorrow.io. “As the only full-stack weather company with proprietary data from space, operational-grade AI modeling and agentic intelligence, we are defining the next generation of decision-making and competitive advantage with a truly synergetic partner in Palantir.”

By embedding Tomorrow.io’s space-based observations and AI forecasts directly into Palantir’s decision platforms, the two companies will deliver tailored solutions for both public and private sectors. The partnership is designed to accelerate joint offerings, commercial deployments, and mission-critical support, working towards establishing a new global standard for resilience.

About Tomorrow.io

Selected by TIME Magazine as one of the Top 100 Most Influential Companies in the World, Tomorrow.io is the world’s leading Resilience Platform™. Combining next-generation space technology, advanced generative AI, and proprietary weather modeling, Tomorrow.io delivers unmatched forecasting and decision-making capabilities. Trusted by six of the top ten Fortune 500 companies, Tomorrow.io empowers organizations to proactively manage weather-related risks, opportunities, and enhance operational efficiency. From cutting-edge weather intelligence to real-time early warning systems, Tomorrow.io enables predictive, impact-based action for a safer, more resilient future. Learn more at Tomorrow.io.

[Rufus]

PALANTIR TECHNOLOGIES INC : WEDBUSH RAISES TARGET PRICE TO $160 FROM $140

[Rufus]

Palantir (PLTR) shares are up nearly 90% so far this year. Wedbush Securities managing director and global head of technology research Dan Ives thinks the stock can go even higher. Watch the video above to find out why he thinks the company will become a "core player" in AI.

The AI revolutions being led by Nvidia and Microsoft, but Palantir, they're going to be one of the core players. I'm seeing it as a trillion dollar company next two to three years, and look, the haters will hate.

https://finance.yahoo.com/video/palanti ... 13885.html

[Rufus]

Trump Reportedly Set To Announce $70B in AI, Energy Investments On Tuesday: Larry Fink, Alex Karp, Mike Wirth Expected To Attend The Event

President Donald Trump is reportedly going to unveil $70 billion in new investments targeting artificial intelligence and energy infrastructure during an event near Pittsburgh on Tuesday.

According to a Bloomberg report, the initiative will involve a range of private-sector companies and include funding for data centers, expanded power generation, grid infrastructure, and workforce training in AI, including apprenticeship programs.

It added that Blackstone (BX) President Jon Gray is expected to announce a $25 billion project focused on energy and data center development, including a joint venture to boost U.S. power generation capacity. The initiative is projected to support 6,000 construction jobs annually and create 3,000 permanent roles, said Jake Murphy, a spokesperson for Pennsylvania Senator David McCormick.

The report said Trump will detail the plan alongside McCormick during the inaugural Pennsylvania Energy and Innovation Summit at Carnegie Mellon University. According to Bloomberg, more than 60 energy and technology executives are expected to attend, including BlackRock’s (BLK) Larry Fink, Palantir Technologies’ (PLTR) Alex Karp, Anthropic CEO Dario Amodei, Exxon Mobil’s (XOM) Darren Woods, and Chevron’s (CVX) Mike Wirth.

Palantir’s stock has nearly doubled in 2025, driven by increasing government contracts. The company has reportedly received over $113 million in federal funding since Trump returned to office.

The potential investment push seems to be Trump’s latest effort to position the U.S. at the forefront of artificial intelligence. Trump has prioritized AI development and energy capacity by encouraging private-sector investment, easing regulatory barriers, and accelerating project approvals since his second term began earlier this year.