Скачать или смотреть Palantir Just Got $448 Million U.S. Navy AI Contract

Palantir has secured another major victory with the U.S. government, winning a substantial $448 million contract from the U.S. Navy. This deal involves deploying Palantir’s AI-driven maintenance and logistics platform, known as ShipOS, across the U.S. submarine fleet. The Navy intends to use this software to modernize its supply-chain management, drastically speed up shipbuilding, and streamline maintenance and production for its submarines. This partnership is a key example of government and business depending on each other to boost the country's growth, industrial capacity, and economic strength, especially in the growing industrial race against nations like China.

The company has faced controversy, notably from the public and activist groups, after reports of Palantir securing contracts and working with ICE (Immigration and Customs Enforcement) to track illegal and undocumented immigrants. This sparked widespread concern over whether Palantir has access to or stores Americans' personal data, raising fears of massive privacy abuse. However, Palantir CEO Alex Karp has repeatedly defended the company's position, clarifying that Palantir does not track or store Americans' data but rather uses legally obtained data to build traces that assist agencies like ICE.

Nonetheless, this new U.S. Navy contract is a massive win for Palantir shareholders, fueling the ongoing hype around the company's valuation. The contract also signals that the U.S. government is aggressively pushing to adopt AI services, suggesting we could see more AI companies benefit from this push in the future. This shift makes it interesting to look out for companies like Tesla. Remember that Elon Musk's goal, tied to his recently approved pay package, includes delivering 1 million Tesla Optimus humanoid robots. This could suggest a great chance that the U.S. military will be looking to integrate advanced AI and robotics into its operations in the future, making the progression of technologies like Optimus something important to watch.

Finally, we will have the Fed rate decision announced tomorrow; 25 basis point cut expected. I will be covering this decision in depth, along with going over the Federal Reserve's latest Summary of Economic Projections, which will be updated and released tomorrow, approximately three months after its last update. Stay tuned for that full economic breakdown!

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