Palantir lands pivotal Army NGC2 data layer deal, cementing its AI edge and expanding long-term defense upside

Palantir lands pivotal Army NGC2 data layer deal, cementing its AI edge and expanding long-term defense upside
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$99.6M NGC2 prototype last July just turned into architecture selection: Foundry in the cloud, Lattice at the edge. In crypto terms, Palantir is moving toward the Army’s DA layer for command-and-control apps; once schemas, permissions, and audit trails sit in Foundry, every later vendor plugs into Palantir’s state machine instead of replacing it. Composability compounds fast, but so do shared-bug and access-control risks.

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