Palantir Technologies and GE Aerospace announced a multi-year expansion of their artificial intelligence partnership on March 12, 2026, to manage supply chain operations for U.S. military aircraft. The agreement arrives during an ongoing military confrontation involving the United States, Israel, and Iran that has driven surges in defense sector investments since the start of 2026.
GE Aerospace will deploy Palantir’s Artificial Intelligence Platform across its broader production system. The software targets sourcing, fulfillment, maintenance, repair, and overhaul processes to maintain mission readiness for military hardware.
GE Aerospace operates a global base of approximately 30,000 military aircraft engines and 50,000 commercial engines. The integration of Palantir’s agentic artificial intelligence solutions is designed to automate manual tasks for GE’s 57,000-person workforce. Palantir currently generates over half of its revenue from government contracts and reported 70 percent year-over-year commercial revenue growth in its recent financial disclosures.
Palantir Head of Defense Mike Gallagher addressed the expansion in a press release issued at 7:00 a.m. Eastern Time on Thursday. “By pairing [GE’s] deep engineering expertise with Palantir’s AI-enabled software, our partnership is helping to unify data across the enterprise to keep more aircraft available and more airmen trained,” Gallagher stated.
The technology agreement follows a pilot program initiated in early 2024. During that pilot, the two companies built a sustainment workflow for J85 engines, which power the U.S. Air Force’s T-38 training jets. The system addressed parts demand and shortage blindspots prior to the enterprise-wide rollout on Thursday.
Palantir shares have traded in the $150 to $157 range recently amid heavy market volatility tied to Middle East conflict headlines. Investor Michael Burry recently criticized the company’s valuation, stating Palantir lacks proprietary artificial intelligence software of its own.