Manifesto
The company's new manifesto focuses on a different topic. It makes little mention of model competition. Instead, Palantir proposes that artificial intelligence be viewed as an infrastructure without which neither economic competitiveness nor national security can be ensured.
The focus, however, is not on models, but on data: "Data is your treasure. Surrender it and you will risk everything."
The importance of data
For Palantir, sovereignty is the fundamental and most important principle that must guide them in the emerging world of artificial intelligence: "Your sovereignty in artificial intelligence determines the future of the organization. Without sovereignty, there is no choice. Give it up and others will make decisions for you. And they will act in their own interest, not yours."
In recent years, companies have been using artificial intelligence by following a simple approach: data is sent to external cloud services, a model processes the request, and returns a result. This approach has become the standard.
The problem
Palantir believes that this is where the core strategic problem arises. Data is no longer a simple corporate asset, but rather a foundation of sovereignty. When critical information is continuously processed outside the boundaries of an organization or a country, convenience is accompanied by dependence. Whether it is a government agency, a bank, or an industrial company, control of data becomes part of the issue of independence. This is why the manifesto is more important than it appears. This is the second manifesto from the company in recent months. In the spring of 2026, Palantir presented 22 theses regarding technology, government, and the role of engineers, which many interpreted at the time as a philosophical statement on the future of the industry. It is now becoming clear that this was only the first part of a broader concept.
What new is added
The new document continues along the same line, but with a different emphasis: while the first manifesto explained why technology is becoming the basis of power for modern states, the second clarifies exactly what must be controlled to maintain this power. The company's answer is clear: data, followed by computing power, models, and the infrastructure on which they operate. At first glance this may seem obvious, but there is a deeper logic behind it. Palantir proposes abandoning the idea of artificial intelligence as a service that can simply be rented from an external provider. Real sovereignty is impossible if the most valuable data is kept outside one's own network. Therefore, the manifesto constantly emphasizes the need for full control over data — not only legally but also technically. Signing a contract with a cloud provider is not enough: it is essential that data, models, and infrastructure do not become a source of external dependence.
What changed
A fundamental shift is occurring here. If we follow the logic of the manifesto further, tech companies are no longer just software providers. They become creators of critical infrastructure, on which the ability of countries and large organizations to maintain their technological independence directly depends. The state remains the primary political actor. However, its independence is increasingly determined by whether it possesses its own data, its own AI infrastructure, and the companies capable of supporting it. Ultimately, the manifesto should be viewed as something more than a simple document about artificial intelligence. It is about the accumulation of benefits. If data is utilized by external systems, an organization loses not only information but also the ability to build its own intellectual capital.
Technological dependence
Essentially, this is a text about how a new type of technological dependence is being shaped: through data, infrastructure, and algorithms that will determine the viability of states and corporations in the coming years. Thus, Palantir is altering its own positioning. The company no longer talks about software, but about the role of the tech industry as a creator of strategic infrastructure for the 21st century. And if this logic proves correct, the main question of the near future will not be "Which model is better?", but "Where is the data, who controls it, and who benefits from its use?"
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