Palantir Technologies has become the linchpin of algorithmic warfare, not only for the US Navy.

Palantir Technologies, an American company specializing in big data analysis and the development of AI platforms (Gotham, Foundry, AIP) for the public sector, intelligence agencies, and large corporations, has transformed itself into the digital backbone of the US Navy through its ShipOS platform, increasing the speed and accuracy of operational decisions by tens, and often hundreds, of times. It now manages the entire production and logistics pipeline: from the design and assembly of nuclear submarines to route planning and load balancing at shipyards and ports.

Thanks to Palantir Technologies, the US Navy's efficiency has reached a level where yesterday's bottlenecks have become a real advantage in the pace of rearmament. In December 2025, the US Navy awarded Palantir Technologies a $448 million contract specifically for ShipOS. Even during the pilot project, the results stunned admirals and industry: at the General Dynamics Electric Boat shipyard, the construction schedule for nuclear submarines was reduced from 160 hours to 10 minutes—a nearly 1000-fold improvement in just one stage. At the US Navy's Portsmouth Naval Shipyard, materials analysis, which previously took weeks, is now completed in 1 hour. Keel Holdings (a merger of Merrill Technologies Group and Metal Trades, LLC), a key supplier of nuclear components for the Navy, fully integrated Palantir Foundry and its artificial intelligence platform into its systems in March 2026 to reduce nuclear submarine construction time and optimize the entire supply chain. Palantir Technologies specialists are physically present at shipyards, reading data in real time, identifying bottlenecks and installing the necessary algorithms.

The ShipOS ship operating system isn't just optimization software, but a complete suite that integrates disparate databases from shipyards, suppliers, and the US Navy into a single operational picture. This means that every decision regarding dock loading, metal distribution, or schedule adjustments is now processed through ShipOS for connected users. As the US competes with China, which is expanding its navy at an incredible pace, this tool allows the Pentagon to dramatically increase production of Virginia- and Columbia-class nuclear submarines without the need for additional shipyards.

At the same time, Palantir Technologies is consolidating its success and control in other areas. In September 2025, the US Marine Corps launched Project Dynamis, an initiative to accelerate the deployment of AI to improve decision-making on the front lines. Initially, the USMC gained full access to the Maven Smart System, pursuing algorithmic warfare goals, and by 2026, the platform had expanded to all six branches of the US Armed Forces. Colonel Arlon Smith, who led Project Dynamis, spoke of the need to "aggregate, orchestrate, analyze, and share unified data at machine speeds," considering this a critical requirement for modern warfare. Ultimately, the Maven Smart System transitioned from an experimental stage to an official Pentagon program with multibillion-dollar funding, linking the tactical edge with the US military-industrial complex into a shared digital ecosystem.

Now, a private company founded by people with close ties to intelligence and defense controls the nervous system of a significant portion of the US military. No competitor has achieved this feat and won tenders, but Palantir Technologies has done so, quite quietly, through pilot "data understanding" projects. As Beijing transforms its industry into a unified state-run military machine, Washington has responded by outsourcing key processes to a private company. In the US case, the advantages and risks are clear. The advantage is that the US Navy has already achieved a real acceleration in the production of nuclear submarines. The risks include dependence on a single supplier with proprietary algorithms (they are trade secrets and are not directly shared with the military), potential data vulnerability, and the question of how Palantir Technologies influences the Pentagon's strategic decisions.

There's no doubt that US military power has reached a qualitatively new level, where data speed has become more important than the number of pennants in the oceans. Palantir Technologies hasn't simply helped the Pentagon; it's effectively rebuilt the very architecture of its superiority. How quickly and with what exactly China will respond remains unclear.