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TAM for military sector after Annual NATO Summit

NATO countries spent over $1.3 trillion ( 3.5% of GDP ) on core defence in 2024
5% from the news today, that would have amounted to some $1.85 trillion

US Defence spending covers a wide range of activities, $820B in 2023
Operation and Maintenance – 39%
Military Personnel – 22%
Procurement – 17%
Research and Development – 15%
Other – 7%

Palantir’s technology might covered most of the sectors, as a main operating system, it takes 10% of the total spending is kind of reasonable I believed, same 10% proportion on NATO…

TAM of NATO
US$1.85T x 10% = US$185B ( now only US$480M )
TAM of US
US$820B x 10% = US$82B ( now only US$800M )

Partnered with Palantir
\- Lockheed Martin
\- L3Harris
\- Northrop Grumman
\- General Dynamics
\- BAE Systems
\- Airbus
\- Rolls-Royce
\- Anduril
\- Red Cat
\- Archer Aviation

Potential Partners
\- Raytheon
\- Boeing
\- Almonty Industries 
\- Rheinmetall
\- Thales
\- Leonardo 
\- Dassault Aviation
\- Fincantieri
\- ROSTEKH
\- NAVAL Group
\- MBDA FRANCE
\- SAFRAN AIRCRAFT ENGINES
\- OSK, AO
\- SAAB AB
\- BABCOCK INTERNATIONAL GROUP PLC
\- KNDS N.V.
\- Thyssenkrupp AG
\- CEA
\- Serco Group
\- Atomic Weapons Establishment
\- JSC Ukrainian Defense Industry
\- PGZ
\- Baykar Technologies
\- ASAX Innovation 
\- Nordic Air Defence 
\- Harmattan AI 
\- EuroHeater 
\- Overwatch 
\- DEFSENSE 
\- Hiraiwa 
\- Immediate Action
\- Wild Hornets 
\- Crown Cyber Defence 

TAM for military sector after Annual NATO Summit

NATO countries spent over $1.3 trillion ( 3.5% of GDP ) on core defence in 2024
5% from the news today, that would have amounted to some $1.85 trillion

US Defence spending covers a wide range of activities, $820B in 2023
Operation and Maintenance – 39%
Military Personnel – 22%
Procurement – 17%
Research and Development – 15%
Other – 7%

Palantir’s technology might covered most of the sectors, as a main operating system, it takes 10% of the total spending is kind of reasonable I believed, same 10% proportion on NATO…

TAM of NATO
US$1.85T x 10% = US$185B ( now only US$480M )
TAM of US
US$820B x 10% = US$82B ( now only US$800M )

Partnered with Palantir
\- Lockheed Martin
\- L3Harris
\- Northrop Grumman
\- General Dynamics
\- BAE Systems
\- Airbus
\- Rolls-Royce
\- Anduril
\- Red Cat
\- Archer Aviation

Potential Partners
\- Raytheon
\- Boeing
\- Almonty Industries 
\- Rheinmetall
\- Thales
\- Leonardo 
\- Dassault Aviation
\- Fincantieri
\- ROSTEKH
\- NAVAL Group
\- MBDA FRANCE
\- SAFRAN AIRCRAFT ENGINES
\- OSK, AO
\- SAAB AB
\- BABCOCK INTERNATIONAL GROUP PLC
\- KNDS N.V.
\- Thyssenkrupp AG
\- CEA
\- Serco Group
\- Atomic Weapons Establishment
\- JSC Ukrainian Defense Industry
\- PGZ
\- Baykar Technologies
\- ASAX Innovation 
\- Nordic Air Defence 
\- Harmattan AI 
\- EuroHeater 
\- Overwatch 
\- DEFSENSE 
\- Hiraiwa 
\- Immediate Action
\- Wild Hornets 
\- Crown Cyber Defence