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Feb 17, 2026
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LONG
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Anthropic is extending contracts with the Pentagon, but they are integrating into systems like the "Maven Smart System" which is "produced by Palantir." While new AI startups (Anthropic) are entering the defense space, they are plugging into infrastructure *already built* by Palantir. PLTR remains the operating system of choice for the DoD, benefiting from increased AI defense spending. LONG (Incumbent advantage). "Safe AI" pushback limits deployment; government budget cuts. |
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