Nvidia, FAA Join Palantir’s AI Expansion as Cyber Push Takes Off

Palantir Technologies Inc. (NASDAQ:PLTR) is expanding the reach of its artificial intelligence platforms across enterprise, government and cybersecurity markets through new customer deployments, a national cyber-resilience initiative and a deeper partnership with Fujitsu.

Palantir Showcases Customer AI Deployments At AIPCon

Palantir will host its eleventh AIPCon today, Sept. 10, bringing together customers across aviation, technology, insurance, defense, healthcare and manufacturing.

Presenters include Acrisure, Cisco Systems, Inc. (NASDAQ:CSCO), Eaton Corp Plc (NYSE:ETN), the Federal Aviation Administration, Hexion, L3Harris Technologies, Inc. (NYSE:LHX), Novartis AG (NYSE:NVS), NVIDIA Corp (NASDAQ:NVDA), Ondas Inc (NASDAQ:ONDS) Ondas Sentinel, USA TODAY Co., Inc. (NYSE:TDAY) and Zeta Global Holdings Corp. (NYSE:ZETA).

Customers will demonstrate how they use Palantir’s Ontology, Foundry, AIP and Sovereign AI to manage supply chains, build insurance AI systems, connect customer intelligence with revenue workflows, support drone operations and deploy software in regulated government environments.

Palantir, Method Launch Cybersecurity Initiative

Palantir also announced on Thursday that Method Security and itself launched the Cardinal Program, offering select municipalities, utilities and critical-infrastructure operators free, opt-in continuous autonomous security assessments.

Method will use autonomous systems and AI models to test internet-facing assets for potential attack paths under rules set by participating organizations.

Palantir will provide Foundry, AIP and its Ontology for Cybersecurity to integrate findings, automate repeatable assessment workflows and connect vulnerabilities to operational risks. Palantir said human oversight and safeguards will remain part of the program.

Fujitsu Deepens Sovereign AI Partnership

Palantir also renewed and expanded its strategic relationship with Fujitsu Limited, which signed a new agreement covering AIP and Foundry and will serve as a Global FDE Partner.

Fujitsu previously used Palantir to build a supply-chain resilience system for a Japanese manufacturer spanning more than 3,000 suppliers and 18 factories. The customer generated more than $10 million in cost savings within one year and doubled operational productivity.

Fujitsu will now invest further in Forward Deployed Engineering capabilities while combining its Takane large language model, Uvance offerings and industry expertise with Palantir’s platforms.

Palantir executive Kevin Kawasaki said the partnership will bring Palantir’s sovereign AI architecture to more Fujitsu customers across Japan.

Silvant Sees Palantir Among AI Software Winners

Silvant Capital Management CIO Michael Sansoterra sees Palantir among the software companies that could benefit as artificial intelligence adoption accelerates beyond the semiconductor sector.

Sansoterra said Palantir, Snowflake Inc. (NYSE:SNOW), and CrowdStrike Holdings Inc. (NASDAQ:CRWD) are finding valuable positions in the AI ecosystem while meeting or beating investor expectations and benefiting from rising demand. Silvant owns Palantir through its Virtus Silvant Large Cap Growth strategy.

However, Sansoterra cautioned that investors should balance companies carrying high expectations with those facing lower expectations, with continued execution against those expectations remaining key.

Top ETF Exposure

• iShares Expanded Tech-Software Sector ETF (BATS:IGV): 9.34% Weight
• Global X Defense Tech ETF (NYSE:SHLD): 9.17% Weight
• First Trust Indxx Aerospace & Defense ETF (NYSE:MISL): 9.67% Weight

Significance: Because PLTR carries such a heavy weight in these funds, any significant inflows or outflows for these ETFs will likely force automatic buying or selling of the stock.

PLTR Price Action: Palantir Technologies shares were down 0.31% at $169.00 during premarket trading on Thursday, according to Benzinga Pro data.

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