Google’s Restricted Defense AI Push Dents Palantir’s Government moat
Palantir Technologies’ stock fell about 7% after Google DeepMind unveiled Gemini 3.8 Flash Cyber, a defense-focused AI model restricted to government authorities and critical infrastructure operators through Google’s Fairwind Program, signaling intensified competition for government AI tools and prompting investors to reassess Palantir’s high valuation amid the new competitive pressure.