Foundry
Core data and operations platform for commercial customers; Palantir does not report Foundry revenue separately.
The numbers
What it is
Foundry integrates an organization's data sources and models them as a live ontology of objects, such as assets, orders or people, that applications and AI can act on. Most commercial customers start here before adding AIP. The KPI shown is company-wide closed bookings, because Foundry has no separate disclosure.
Why it matters to the stock. Foundry is the installed base. How many customers expand from pilot to enterprise contract drives the US commercial growth rate.
News
Claude Opus 5.5 and Claude Sonnet 5 become available in Palantir AIP for UK enrollments
On October 6, 2026 Palantir made Claude Opus 5.5 and Claude Sonnet 5 available in AIP for UK-georestricted enrollments that have Claude through AWS Bedrock enabled.
Palantir Pipeline Builder Faster pipelines can now read and write Iceberg tables
From October 1, 2026 Faster pipelines in Palantir Pipeline Builder can read and write Foundry Iceberg tables, including encrypted ones.
Palantir releases OSDK React components in beta for Ontology-aware app building
On September 29, 2026 Palantir released OSDK React components in beta as a new npm package.
Rackspace and Palantir launch operating framework for regulated enterprises
Rackspace Technology and Palantir launched a joint framework that delivers Foundry and AIP through Rackspace's private, sovereign and on-prem infrastructure with certified engineers and managed operations.
Intercept: IRS criminal unit has paid Palantir over $130 million since 2018
The Intercept, citing public records obtained by American Oversight, reported that the IRS Criminal Investigation division has used Palantir's Lead and Case Analytics platform since 2018.
Bain & Company expands its lead global consulting partnership with Palantir
Bain & Company announced on March 26, 2026 an expansion of its role as lead global management consulting partner for Palantir.
UK FCA trials Palantir Foundry on its data lake for financial-crime work
The UK Financial Conduct Authority is running a three-month trial of Palantir's Foundry platform on its internal data lake to look for fraud, money laundering and insider trading, according to The Register's March 23, 2026 report.
Palantir and Moder launch AI mortgage operations platform with Freedom Mortgage
Palantir and Moder announced a strategic partnership on March 19, 2026 to co-build an AI mortgage operations platform, with Freedom Mortgage as the first pilot customer.
HD Hyundai signs enterprise-wide Palantir deal worth several hundred million
Palantir and HD Hyundai signed an enterprise-wide agreement on January 20, 2026 that widens a collaboration that began in 2021, according to a Reuters report carried by Boursorama.