Palantir builds data analytics platforms for the US government and large enterprises. Its Gotham platform powers intelligence analysis for the CIA, NSA, and military. Foundry runs operational analytics for hospitals, manufacturers, and financial firms. Its AIP (AI Platform) is integrating LLMs into government and enterprise decision-making at classified and commercial scale.
Key relationships in depth
Palantir and Microsoft partnered to combine Palantir's AI Platform (AIP) and Foundry data analytics with Microsoft Azure's cloud infrastructure and AI capabilities for US defense and intelligence applications. The partnership brings Palantir's AIP running on Azure Government Secret and Top Secret clouds, enabling defense customers to use Palantir's mission-critical AI tools within Microsoft's classified cloud environments. Palantir won a $10B US Army Enterprise Agreement in July 2025, with Azure serving as one of the key cloud foundations for Army digital transformation workloads.
Why it matters: Palantir's US government revenue reached $570M in Q4 2025 (up 66% YoY), and Azure Government's classified cloud infrastructure is required for the federal agencies that represent Palantir's fastest-growing customer segment. Microsoft's JWCC (Joint Warfighter Cloud Capability) contract with DoD creates a natural distribution channel for Palantir's AI software, as Azure is the preferred cloud for many of the Army, Navy, and Air Force programs Palantir serves. The partnership helps Palantir address data sovereignty and clearance requirements that pure commercial cloud cannot satisfy.
NVIDIA and Palantir jointly deploy AI Enterprise solutions for defense, intelligence, and large enterprise customers. Palantir's Artificial Intelligence Platform (AIP) runs on NVIDIA GPUs and integrates NVIDIA NIM AI microservices for on-premises government installations where cloud access is restricted.
Why it matters: Defense and intelligence agencies require air-gapped GPU clusters running large language models on classified data. Palantir's government relationships and NVIDIA's hardware create a uniquely capable on-premises AI stack that neither company could deliver alone. AIP running on NVIDIA hardware is Palantir's fastest-growing revenue segment.
Palantir and Google Cloud maintain a strategic partnership through which Palantir's Artificial Intelligence Platform (AIP) is available on Google Cloud Marketplace and integrates with Google's Vertex AI and Gemini foundation models. Government-focused Palantir deployments can run on Google Cloud's FedRAMP High authorized environment, extending Palantir's reach into cloud-centric federal agencies that are standardizing on GCP infrastructure.
Why it matters: Palantir's government customer base in the US and allied nations increasingly requires cloud infrastructure certified to FedRAMP and other government compliance standards, and Google Cloud's FedRAMP High authorization makes it a viable infrastructure option for Palantir's government deployments. Google Cloud benefits from Palantir's strong defense and intelligence community relationships to expand GCP's government cloud market share in a segment where AWS GovCloud currently dominates.
Palantir and Amazon Web Services have a strategic partnership where Palantir's Foundry and AIP platforms run on AWS GovCloud and commercial AWS infrastructure. AWS hosts Palantir deployments for enterprise customers who cannot or prefer not to run Palantir on-premises, and the two companies co-sell to joint enterprise and government customers. Palantir's AWS Marketplace listing enables procurement through enterprise AWS committed spend, and Palantir's AI Platform integrates with Amazon Bedrock for foundation model access within Palantir's ontology and workflow environment.
Why it matters: AWS GovCloud is the most widely used classified-adjacent cloud for US federal agencies, and Palantir's government customers increasingly want their Palantir deployments in AWS rather than on-premises. AWS's C2S contract with the CIA and AWS GovCloud's IL2/IL4/IL5 certifications make it the natural cloud for Palantir government deployments that require high compliance but not full TSSI classification. Amazon Bedrock integration allows Palantir's enterprise customers to use Claude, Llama, and Titan models within Palantir AIP workflows.
Relationships are compiled by VexMap from company filings, announcements and reporting, and last reviewed September 2026. Spotted something wrong? Tell us. Not investment advice.