Artificial intelligence & autonomy
Coverage of defense AI, autonomy software and the procurement and assurance problems they create.
Why this segment matters
Defense AI faces an acquisition system built for hardware. Software that improves continuously fits poorly into processes designed around fixed requirements, milestone reviews and multi-year test cycles, and much of the activity in this segment concerns contracting mechanisms as much as technology — prototype agreements and software pathways intended to move faster than traditional programmes.
Assurance is the harder problem. Demonstrating that an autonomous system behaves predictably enough to be trusted with lethal or safety-critical decisions requires test and evaluation methods that remain immature, and policy on human involvement in engagement decisions varies between allies. This is why most fielded applications sit in decision support, target recognition assistance and maintenance prediction rather than autonomous engagement.
Coverage follows prototype and production awards, policy and doctrine announcements on autonomous systems, commercial technology firms entering defense contracting, and test and evaluation initiatives. Distinguish carefully between demonstrations and fielded capability in this segment — the terminology used in announcements often blurs the two.
Swarmer Shares Rise After Agreement to Acquire Ratel Robotics for Up to $224 Million
Swarmer Inc. has announced an agreement to acquire Ratel Robotics for a transaction value of up to $224 million.
BigBear.ai vs. Innodata: Which Technology Stock Is a Better Buy in 2026?
The article compares BigBear.ai and Innodata as technology investment options for 2026, noting that both companies currently rely on a concentrated base of major customers.
Nvidia and Palantir Launch New AI Stack for Supply Chains
Nvidia and Palantir have launched a joint AI stack for supply chains, tested within Nvidia's own production environment.
Palantir Technologies Showcases Sovereign AI Wins With NVIDIA, Cisco and FAA
Palantir highlighted customer deployments of its Foundry, Ontology, and Artificial Intelligence Platform (AIP) products during its AIPCon event.
Palantir Slides as Nvidia Deal Meets a 55-Times Sales Price
Palantir's share price saw movement following a partnership with Nvidia that highlights commercial growth and valuation discussions.
Palantir Touts 'Sovereign AI,' Nvidia Pact At Customer Forum
Palantir announced expanded partnerships with Nvidia and Fujitsu at its AIPCon 11 forum, focusing on its sovereign AI strategy.
Palantir Taps Nvidia for High-Stakes AI Push
Palantir is collaborating with Nvidia to advance its AI capabilities in sensitive global markets.
Can BigBear.ai Keep Expanding Its Government Customer Base?
Yahoo Finance
Palantir taps Nebius for sovereign AI services. Here’s what that means
Palantir has selected Nebius as its preferred sovereign AI infrastructure partner, allowing commercial customers to access compute power while maintaining data privacy.
Palantir's CEO says a new partner will power data sovereignty
Palantir CEO Alex Karp announced that a new infrastructure partner, Nebius, will support the company's sovereign AI efforts for commercial clients.
This Could Be the AI Stock That Keeps Surprising Wall Street
Palantir continues to outperform market expectations despite analyst concerns regarding its current valuation.
Antioch Raises $32M to Bring Software Speed to Physical AI Development
Palantir's CTO Shyam Sankar is an angel investor in Antioch, a simulation platform for physical AI that recently raised $32 million.
Palantir Wants to Kill the 'Pay-Per-Token' AI Economy
Palantir is partnering with Nebius Group to shift the AI business model away from a 'pay-per-token' subscription approach towards building proprietary assets.
Michael Burry Calls Palantir an ‘AI FOMO Consultant.’ Here’s Why He’s So Bearish on PLTR — And Why I’m Not Fully Convinced.
Investor Michael Burry has criticized Palantir's business model, though the company continues to demonstrate AI-driven growth.
Palantir Names Nebius Its Preferred Sovereign AI Partner
Palantir has designated Nebius as a preferred partner for sovereign AI, integrating Nebius's compute and inference endpoints into the Palantir enterprise perimeter.
Palladyne AI and FANUC America Announce Strategic Collaboration to Advance Intelligent Robotic Automation
Yahoo Finance
Palantir’s Alex Karp: The Real AI Leak Isn't Data, It's Your 'Alpha'
CEO Alex Karp argued at the G20 Innovation Ministerial that the primary strategic risk for companies regarding AI is not the loss of data, but the loss of competitive 'alpha'.
AI’s Next Winners? Investor Bets on Snowflake, CrowdStrike and Palantir
Yahoo Finance
Palantir Billionaire Peter Thiel Just Bought Shares of This AI Stock That’s Climbed 200,000% Since Its IPO -- And It’s His Top Position.
Yahoo Finance
BigBear.ai vs. CoreWeave: Evaluating the Better Artificial Intelligence Stock to Buy for 2026
Yahoo Finance