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Palantir’s manifesto tells every institution and every nation to build its own sovereign AI: own your data, own your weights, run your own stack. As advice to a single organisation, it is reasonable. As a doctrine for the whole world, it has a strategic shape worth noticing. A planet carved into dozens of separate national AI stacks is not a planet that can counterbalance the United States. It is a planet of isolated players who can be courted, pressured, or cut off one at a time. The alternative, allies pooling their AI capability into shared, jointly governed infrastructure, is the one outcome a US-aligned defence contractor has every reason not to mention. That omission is the story.

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The effect is this. A US administration and its aligned vendors face two very different futures. In one, Europe … pools resources into a shared, jointly governed AI capability large enough to bargain with Washington as an equal. In the other, each of those states proudly builds its own smaller, separate, sovereign stack. The second world is far less threatening to American dominance than the first, and a doctrine that steers everyone toward the second while never mentioning the first is doing strategic work whether or not anyone intended it to.

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You may also be interested in another piece by the same author:

Palantir Says Own Your AI, Don’t Rent It. It’s Right, and It’s the Last Company That Should Be Saying So.

Palantir has published a nine-point manifesto arguing that AI sovereignty is now the thing that decides an institution’s future: own your data, control your model weights, and never let an outside provider hold either. Every word of the principle is correct, and it is the argument at the heart of the sovereignty case. The difficulty is who is making it. Palantir is the company Spain has just told its state firms to stop buying, the one France’s intelligence service dropped, and the one the Pentagon wired permanently into its own operations. Its version of “own, don’t rent” means owning Palantir’s stack instead of renting someone else’s. The manifesto is worth reading, not as guidance from a trustworthy source, but as a confession of how the game works, written by the player who plays it best.