DHS Awards Palantir up to $1B to Deploy AI and Data Analytics Platforms
•February 19, 2026
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Why It Matters
The contract signals accelerating federal reliance on commercial AI to boost security operations and will materially increase Palantir’s government‑focused earnings.
Key Takeaways
- •$1 billion, five‑year blanket purchase for Palantir.
- •Gotham and Foundry become DHS data‑analytics backbone.
- •Multiple agencies gain unified AI-driven risk assessment tools.
- •Contract could raise Palantir’s government revenue share above 55%.
- •Streamlines procurement, bypasses separate competitive bids.
Pulse Analysis
The Department of Homeland Security has been quietly building an AI inventory that spans fraud detection, anomaly identification, and document processing across its many components. By moving to a blanket purchase, DHS sidesteps the lengthy, agency‑by‑agency bidding process, allowing rapid integration of advanced analytics where they are most needed—border security, emergency management, and cyber infrastructure. This approach reflects a broader governmental shift toward centralized, cloud‑native platforms that can ingest disparate data streams, from biometric scans to financial records, and turn them into actionable intelligence.
Palantir’s Gotham and Foundry suites are engineered for exactly this scale. Gotham excels at visualizing complex networks, linking entities across structured and unstructured sources, while Foundry provides a flexible data‑integration layer that lets analysts build custom workflows without writing extensive code. For DHS, the platforms will underpin investigative case management, threat identification, logistics coordination, and operational planning, delivering machine‑learning‑driven risk scores and real‑time dashboards to field operators. The task‑order structure means each agency can prioritize its own use cases while sharing a common data foundation, reducing duplication and accelerating decision cycles.
For the tech market, the deal reinforces the growing role of private AI vendors in national security. Palantir, already earning roughly 55 % of its revenue from government contracts, is poised to push that proportion higher, strengthening its cash flow and positioning it for future federal opportunities. The partnership also highlights policy debates around data privacy and algorithmic transparency, especially given Palantir’s historic involvement in immigration and border enforcement. As more agencies adopt similar contracts, the competitive landscape will likely tighten, prompting both incumbents and newcomers to demonstrate robust, auditable AI capabilities that meet stringent public‑sector standards.
DHS awards Palantir up to $1B to deploy AI and data analytics platforms
The U.S. Department of Homeland Security has awarded Palantir Technologies Inc. a five‑year blanket purchase to expand the department’s use of artificial intelligence and large‑scale data analytics platforms across its agencies.
The agreement, which is valued at up to $1 billion, allows multiple DHS agencies to acquire Palantir platforms without initiating separate competitive contracts for each deployment. The blanket purchasing agreement deal establishes pre‑approved pricing and terms, with funding distributed through individual task orders over the five‑year period rather than as a single upfront award.
Palantir’s Gotham and Foundry platforms are expected to form the technical backbone of the deployments.
The Gotham platform is used in government and defense contexts to integrate, analyze and visualize large volumes of structured and unstructured data. The Foundry platform provides data integration, workflow management and operational modeling capabilities that allow agencies to unify disparate databases and build mission‑specific applications on top of a shared data layer.
According to Wired, DHS agencies including U.S. Customs and Border Protection, Immigration and Customs Enforcement, the Federal Emergency Management Administration and the Cybersecurity and Infrastructure Security Agency will be able to access Palantir services as part of the deal.
DHS is expected to use Palantir’s platforms to support investigative case management, threat identification, logistics coordination and operational planning. The platforms apply machine‑learning models and rules‑based analytics to information from enforcement databases, biometric systems, financial records, travel data and other sources to generate risk assessments, link analyses and operational dashboards.
The deal with Palantir isn’t the department’s first dalliance with artificial intelligence. Public AI inventory disclosures show hundreds of AI‑enabled use cases across DHS, including fraud detection, anomaly identification and document processing. The Palantir agreement, though, consolidates the department’s software procurement in an environment where agencies are seeking faster integration of AI and data analytics into frontline operations.
For Palantir, the contract strengthens its position as a long‑term federal technology supplier. Government contracts currently account for roughly 55 % of Palantir’s revenue and the new deal will likely make that figure larger again.
The partnership also continues Palantir’s longstanding involvement in immigration and border‑related data systems, an area that has attracted a lot of public and policy scrutiny.
Image: Palantir
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