Navy ShipOS

ShipOS is a Navy program in which Palantir's Foundry software is used to pull data from shipyard ERP systems and legacy databases, find production bottlenecks and manage supplier risk. The first phase covers two major shipbuilders, three shipyards and 100 suppliers. It is aimed at delays in submarine production.

Why it matters to the stock. It is one of the first large Navy deployments of Foundry outside the Army. If it expands to the wider industrial base, it becomes a new defense revenue line beyond the Army agreement.