Overview
- On December 10, the Navy said it will deploy Palantir’s Foundry and Artificial Intelligence Platform across the nation’s Maritime Industrial Base under a new initiative called ShipOS.
- ShipOS is designed to unify data and workflows across shipyards and suppliers to surface bottlenecks and speed design, build, and maintenance decisions.
- The authorization totals up to $448 million and covers the broader industrial base rather than a single program, signaling a system‑wide modernization push.
- The announcement was made at a Department of the Navy industry event where Secretary of the Navy John Phelan appeared with Palantir CEO Alex Karp.
- Context for the award includes Palantir’s Q3 2025 results: revenue of $1.18 billion (up 62.8% year over year), commercial revenue of $548 million (up 73%), record total contract value of about $2.8 billion, a 45% increase in customers, 134% net revenue retention, and market commentary balancing contract momentum with concerns over a lofty valuation.