US Navy Looks to Palantir in Push to Ramp Up Shipbuilding

Palantir said two major shipbuilders and three public shipyards will be the first to get new software, though it didn’t identify them. (Bloomberg)

December 10, 2025 7:00 AM, EST

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The U.S. Navy is turning to Palantir Technologies as part of its yearslong effort to speed up submarine production, in a bet that the company’s analytics capabilities can better expose supply chain problems.

Palantir will supply its Foundry and Artificial Intelligence Platform in an initiative that’s been dubbed ShipOS, the company and the Navy said in a Dec. 9 statement. The cost of the contract wasn’t announced.

The Navy is hoping Palantir’s services will help speed up production of its Virginia and Columbia Class submarines, two programs that have been beset by cost overruns and years of delay.

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The company said two major shipbuilders and three public shipyards will be the first to get the software, though it didn’t identify them. Contractors General Dynamics Corp. and HII are designing and constructing the 12-boat Columbia class, a roughly $130 billion program. 

The partnership will deepen the U.S. military’s reliance on Palantir, which has already made inroads with the Army’s mobile intelligence system, the Titan. Its Maven Smart System has been deployed across the military. 

“For decades, fragmented technology systems and siloed data have resulted in unnecessary delays, capacity blind spots and cost overruns that have hindered the efficiency of America’s shipbuilders,” Palantir said in a statement.

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In the past, Navy and corporate officials have blamed a host of problems for the delays, including a labor shortage and production delays by subcontractors.

Every participating shipbuilder will get AI-powered tools to help factory floor operations, and suppliers will be connected in a network through “intelligent logistics,” the statement said.

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