Rivals target Palantir’s contracts in Europe amid sovereignty concerns

Europe just told Palantir to start packing its bags. France’s domestic intelligence agency, the DGSI, announced in June 2026 that it will transition away from Palantir’s platforms in favor of ArgonOS, a system built by French firm ChapsVision. Germany’s BfV intelligence agency made the same call. And the Bundeswehr, Germany’s armed forces, has gone a step further by explicitly excluding Palantir from upcoming defense cloud procurements. The sovereignty play On July 17, 2026, France and Germany issued a joint declaration pledging to build what they’re calling a “European sovereign digital backbone.” The initiative centers on data security, artificial intelligence, and cloud capabilities, all developed and controlled within Europe. The declaration specifically promotes the Arcadia platform, a military command-and-control system developed in France that’s designed to compete directly with Palantir’s Maven software. The beneficiary here is ChapsVision, a relatively young French company founded in 2019 that reported around €200 million in revenue for 2025. What Palantir is losing The DGSI’s transition to ChapsVision is expected to take several years, which gives you a sense of how deepl...