Palantir’s New AI Partnerships With FTAI Aviation and PwC UK Signal Next Phase in PLTR’s Expansion

Date: November 19, 2025
Ticker: Palantir Technologies (NYSE: PLTR)

Palantir is doubling down on its push into commercial artificial intelligence, unveiling a cluster of new partnerships that stretch from aircraft engine maintenance to large‑scale enterprise consulting and national healthcare systems.

This week’s headline deal is a multi‑year strategic partnership with FTAI Aviation to deploy Palantir’s Artificial Intelligence Platform (AIP) across a global engine‑maintenance network. At the same time, PwC UK has announced a multi‑year, multi‑million‑pound expansion of its alliance with Palantir, positioning the software company as a preferred AI delivery partner in the UK. ^[1]

A fresh Yahoo Finance analysis published today frames these moves as part of a broader pattern: Palantir is using industry partnerships in aviation and healthcare to showcase how its AI tools can reshape complex, real‑world operations — and, in the process, support the long‑term investment case for PLTR. ^[2]

Inside the FTAI Aviation Deal: AI for Global Engine Maintenance

Multi‑year partnership aimed at productivity and cost

Palantir and FTAI Aviation Ltd., a major lessor and maintainer of CFM56 and V2500 engines that power many Airbus A320 and Boeing 737 family aircraft, have signed a multi‑year strategic partnership announced on November 17. FTAI will roll out Palantir’s AIP across its global maintenance footprint. ^[3]

According to the joint announcement, the partnership is designed to:

Improve maintenance scheduling across facilities worldwide
Optimize inventory and parts management so the right components are in the right place at the right time
Automate internal workflows and procurement, from asset allocation to dynamic purchasing of parts
Lower manufacturing and overhaul costs while shortening turnaround times for engines ^[4]

FTAI’s long‑running Maintenance, Repair and Exchange (MRE) program already relies heavily on data and technology. Management says embedding AIP more deeply into the operation is intended to accelerate throughput, cut downtime, and support an ambitious goal of reaching roughly a quarter of the market in its engine niche over the long term. ^[5]

From Palantir’s side, commercial head Ted Mabrey has positioned the agreement as a showcase for how AI‑driven decision tools can orchestrate thousands of interdependent tasks across a heavy‑industrial workflow — exactly the type of complex environment the company wants AIP to dominate. ^[6]

What AI can change in aircraft engine repair

Aircraft engine maintenance is a capital‑intensive business where a single delay can ripple through airline schedules and balance sheets. By merging operational data, parts inventories, sensor readings and financial constraints into AIP, FTAI aims to:

Predict engine and part failures earlier, enabling proactive maintenance instead of reactive shop visits
Sequence work orders in real time to minimize bottlenecks at individual facilities
Balance global capacity, routing engines to where bays, technicians and parts are available fastest
Model unit economics at the level of each engine, customer, and contract

Specialist aviation outlets covering the deal note that this kind of AI‑enabled orchestration could significantly cut engine turnaround times and improve the economics of leasing and MRO services — a key selling point in FTAI’s pitch to airlines that are trying to keep capacity high while operating older fleets longer. ^[7]

Investors seemed to take notice: reports earlier this week highlighted a modest pre‑market rise in FTAI’s stock after the partnership was announced, underscoring how AI adoption stories are now central to how industrial names are valued. ^[8]

PwC UK and Palantir: A Multi‑Million‑Pound Bet on Enterprise AI

A preferred partnership with deep consulting muscle

On November 19, PwC UK and Palantir announced an expanded multi‑year, multi‑million‑pound alliance that cements Palantir as a preferred AI and data platform partner for the UK firm. ^[9]

The two companies first teamed up in 2023 to combine PwC’s sector expertise with Palantir’s Foundry and AIP platforms. Since then, they report having delivered projects across:

Financial services
Healthcare and life sciences
Energy and manufacturing
Government and public sector clients ^[10]

A flagship example is their joint work on the NHS Federated Data Platform (FDP), the controversial but significant data infrastructure project intended to make it easier for the UK’s National Health Service to use data to improve patient outcomes and system efficiency. PwC and Palantir say the FDP has become an anchor project demonstrating how integrated data and AI can streamline operations at national scale. ^[11]

Senior leaders on both sides are framing the expanded alliance as a way to:

Scale “AI‑led transformation” across industries
Treat technology as an “architecture of stability” in volatile conditions
Move faster from pilots and proofs‑of‑concept to production‑grade deployments ^[12]

Training the workforce around NHS and beyond

The PwC announcement also links into a growing ecosystem around the NHS project. Business Wire materials highlight a partnership between Palantir and Multiverse, an AI‑focused training provider, to launch new apprenticeship programmes that teach NHS staff how to use the Federated Data Platform and associated AI tools in day‑to‑day work. ^[13]

That workforce angle matters for Palantir’s long‑term strategy: the more frontline staff are trained on its platforms, the more deeply embedded those platforms become in clients’ operations — and the harder they are to rip out in favor of competitors.

Beyond Aviation and Consulting: A Growing Web of AI Partnerships

Today’s news lands on top of a string of recent commercial wins that show where Palantir wants AIP to sit in the broader economy.

Manufacturing, materials and environmental services

Over the past several months, Palantir has announced:

A multi‑year partnership with Fedrigoni, a global manufacturing leader in specialty papers and films, to use AI to improve production planning and supply chains. ^[14]
A deal with Divergent Technologies, an advanced manufacturing firm, to fuse Palantir’s software with Divergent’s digital production system, targeting on‑demand manufacturing and streamlined automotive supply chains. ^[15]
A collaboration with Valoriza, a major Spanish environmental services provider, to apply AIP to waste management and urban services operations. ^[16]

All three highlight the same pattern: Palantir is increasingly positioning itself as the AI control layer for physical operations — from paper mills and car factories to municipal waste and recycling.

Media and analytics

Another developing front is media. An Axios report today notes that Fox News Media has been working with Palantir for roughly a year to build custom AI tools that plug directly into newsroom workflows. The relationship is said to give Palantir deep access to editorial processes without transferring Fox’s underlying intellectual property. ^[17]

Meanwhile, industry research on privacy‑preserving analytics and related markets frequently cites Palantir among key players designing tools that let organizations analyze sensitive data while complying with tightening privacy rules. ^[18]

Taken together, the message to investors is clear: Palantir wants to be seen not just as a defense and intelligence contractor, but as an operating system for data‑rich, heavily regulated industries.

How the Market Is Reading Palantir’s Partnership Blitz

Bulls: Growth, profitability and institutional support

Today’s partnership headlines arrive while Palantir is already a lightning rod in the AI trade.

A CAN SLIM‑style analysis published this morning highlights Palantir’s strong quarterly and annual earnings growth, rising margins, debt‑free balance sheet and powerful relative strength versus the broader market, arguing it ticks many boxes seen in past big‑winner growth stocks. ^[19]
A separate report notes that Palantir has become the largest position for Dorsey Wright & Associates, a sign of conviction from at least one institutional manager that the company can sustain its expansion. ^[20]

Pro‑Palantir commentators often argue that the company’s ability to turn one successful deployment — like FTAI’s engine‑maintenance stack or the NHS FDP — into a repeatable “template” for other clients is an under‑appreciated lever for future growth.

Bears: Valuation and AI‑trade fatigue

Skeptics, however, remain vocal:

A November deep‑dive on Seeking Alpha reiterates a “Strong Sell” stance, contending that Palantir’s valuation multiple implies far more growth than the company is likely to deliver, especially if AI spending normalizes. ^[21]
A new Motley Fool piece out today places Palantir on a list of “stocks with scary valuations to avoid right now”, even while acknowledging that AIP‑driven growth has been dramatic since mid‑2023. ^[22]
Options‑market commentary points to strategies such as bearish calendar put spreads on PLTR, suggesting that some traders are explicitly betting on volatility or downside as enthusiasm cools after a big run‑up. ^[23]

Recent market wrap‑ups have also shown Palantir leading both tech rallies and sell‑offs on different days — a sign that the stock is treated as a high‑beta proxy for the AI theme as much as a standalone business story. ^[24]

What matters next for PLTR and FTAI

For Palantir, the key questions now are:

Can AIP deployments at partners like FTAI, PwC clients and NHS trusts show tangible improvements in costs, throughput and outcomes?
Will that operational proof translate into faster, cheaper sales cycles and broader uptake across aviation, manufacturing, healthcare and media?
Can the company continue expanding margins while investing heavily in product and go‑to‑market capacity?

For FTAI Aviation, investors will be watching:

Whether AI‑supported MRE operations actually cut engine turnaround times and increase available capacity
How quickly FTAI can ramp to meet growing demand without compressing returns
Whether targets like a 25% share in its core engine market look more realistic as AI‑assisted workflows bed in ^[25]

Both companies caution that their forward‑looking statements are subject to risks — from implementation hurdles and software reliability to customers’ ability to modify or terminate contracts. Those caveats are spelled out in their latest filings with the U.S. Securities and Exchange Commission and reiterated in this week’s press releases. ^[26]

Big Picture: What Today’s News Reveals About Palantir

As of November 19, 2025, Palantir’s partnership map looks very different from just a few years ago. The company now has:

A flagship aviation deal with FTAI aimed squarely at the economics of engine maintenance
A deepened consulting alliance with PwC UK that roots Palantir in mainstream enterprise transformation projects
A national‑scale healthcare data platform in the UK, buttressed by workforce training initiatives
A cluster of commercial AI deployments across manufacturing, environmental services and media

The central narrative in today’s coverage — from Yahoo Finance to specialist industry outlets — is that these alliances are no longer one‑off headlines. Instead, they are starting to look like a coherent strategy to make AIP the connective tissue of high‑stakes, data‑rich operations across the global economy. ^[27]

Whether that strategy ultimately justifies Palantir’s valuation is still hotly debated. But for now, the company is sending an unmistakable signal: if there is a complex system where downtime is expensive, regulation is tight and data is messy, Palantir wants AIP at the center of how decisions get made.

Palantir’s Real Mission? Control the World