U.S. Navy Partners with Palantir to Deploy AI Platform, Up to $448M Investment

Catch up on the top industries and stocks that were impacted, or were predicted to be impacted, by the comments, actions and policies of President Donald Trump with this daily recap compiled by The Fly.UNUSUAL SECURITY REVIEW:The AI chips that Nvidiais allowed to ship to China will undergo a special security review in the U.S. before they are exported, according to administration officials, The Wall Street Journal's Amrith Ramkumar, and Alexander Ward, Robbie Whelan. The unorthodox step highlights the national-security pressure on the Trump administration following its decision to allow the controversial sales. Nvidia's H200 AI chips that are part of the deal would mainly be manufactured in Taiwan. From there, they would travel to the U.S. for a national-security review, people familiar with the matter said. The chips would then be sent on to China, the authors note.PROBE:In a letter sent Monday to the inspectors general for the Department of Homeland Security and the Department of Defense by a group of Democrats led by Massachusetts Senator Elizabeth Warren and Maryland Representative Jamie Raskin, the lawmakers express concern that immigration contractors are "potentially receiving lucrative, no-bid contracts" because of their proximity to Trump administration officials and ask for an inquiry into personal, professional and financial ties between those officials and contractors. The letter specifically calls out Geo Groupand CoreCivic, stating in part "Immigration detention is increasingly privatized, with over 90 percent of detention beds managed by private companies, up from 81 percent at the end of the first Trump Administration. Two companies, CoreCivic and GEO Group, dominate the immigration detention market and make roughly a third of their revenue from contracts with Immigration and Customs Enforcement. And now, the Trump Administration is paying contractors to detain immigrants on military bases."The letter also specifically calls out Palantir, stating in part, "Several companies provide DHS with surveillance technology and data-analysis services. For example, the software giant Palantir for years has helped ICE determine the identities and locations of immigrants to target for arrests and deportation, but is seeing an increased influx in cash during this Administration."PARTNERSHIP WITH PALANTIR:The U.S. Navy announced a partnership with Palantir Technologies to deploy Palantir's Foundry and Artificial Intelligence Platform, or AIP, across the nation's Maritime Industrial Base, or MIB. The initiative, ShipOS, authorizes up to $448M to accelerate the adoption of artificial intelligence and autonomy technologies across the industrial base. ShipOS will leverage Palantir's software to bring modern best practices to the complex, data-heavy environment of Navy shipbuilding. The initiative, managed by the Maritime Industrial Base, or MIB, Program in collaboration with Naval Sea Systems Command, will aggregate data from enterprise resource planning systems, legacy databases, and operational sources to identify bottlenecks, streamline engineering workflows, and support proactive risk mitigation, providing a unified, data-driven approach to production management that enables faster, more informed decisions. During pilot deployments, these AI-powered capabilities demonstrated transformative results. At General Dynamics Electric Boat, submarine schedule planning was reduced from 160 manual hours to under 10 minutes, while Portsmouth Naval Shipyard cut material review times from weeks to under one hour. These early outcomes demonstrate that integrating AI and autonomy directly into shipbuilding operations can dramatically improve efficiency, accuracy, and output.NETFLIX-WARNER DEAL:After Netflixannounced its deal for Warner Bros. Discovery, Larry Ellison called President Donald Trump to argue it would hurt competition, The Wall Street Journal's Joe Flint, Brian Schwartz, and Natalie Andrews. During a visit to Washington in recent days, Paramount SkydanceCEO David Ellison offered assurances to Trump administration officials that if he bought Warner, he'd make sweeping changes to CNN, people familiar with the matter say. Trump has told people close to him that he wants new ownership of CNN as well as changes to CNN programming, the report notes. Paramount on Monday launched a hostile takeover effort for Warner.