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Anthropic launches Claude Marketplace, giving enterprises access to Claude-powered tools from Replit, GitLab, Harvey and more

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San Francisco startup Anthropic continues to ship new AI products and services at a blistering pace, despite a messy ongoing dispute with the U.S. Department of War.

Today, the company announced Claude Marketplace, a new offering that lets enterprises with an existing Anthropic spend commitment apply part of it toward tools and applications powered by Anthropic’s Claude models but made and offered by external partners including GitLab, Harvey, Lovable, Replit, Rogo and Snowflake.

According to Anthropic’s Claude Marketplace FAQ, the program is designed to simplify procurement and consolidate AI spend. Anthropic says the Marketplace is now in limited preview and that enterprises interested in using it should reach out to their Anthropic account team to get started.

For customers interested in the Marketplace, Anthropic says purchases made through it “count against a portion of your existing Anthropic commitment,” and that the company will manage invoicing for partner spend — meaning enterprises can use part of their existing Anthropic commitment to buy Claude-powered partner solutions without separately handling partner invoicing.

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In effect, Anthropic is positioning Claude Marketplace as a more centralized way for enterprises to procure certain Claude-powered partner tools.

Yet, the whole point of Anthropic’s Claude Code and Claude Cowork applications for many users was that they could shift enterprise spend and time away from current third-party software-as-a-service (Saas) apps and instead, they could “vibe code” new solutions or bespoke, AI-powered workflows. This idea is so pervasive that prior Claude integrations have on several recent occasions caused a major selloff in SaaS stocks after investors thought Claude could threaten the underlying companies and applications.

Claude Marketplace seems to be pushing against that idea, suggesting current SaaS apps are still valuable and perhaps even more useful and appealing to enterprises with Claude integrated into them.

The launch raises a broader question about how enterprises will choose to use Claude: directly through Anthropic’s own products and APIs, or through third-party applications that embed Claude for more specialized workflows.

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Tool integration

Model and chat platforms have always sought to offer integrations, aiming to cut the time users spend building their app versions. 

OpenAI added third-party apps into ChatGPT and launched a new App Directory in December 2025. This brought in offerings from companies such as Canva, Expedia and Figma that users can invoke by using “@” mentions while prompting on the chatbot.

However, three months in, it’s unclear exactly how many people use ChatGPT Apps, particularly in enterprises — will Claude’s Marketplace be able achieve more success here, given rising enterprise adoption of Claude and Anthropic products?

ChatGPT’s focus in its integrated apps was on retail and individual consumer-focused tasks rather than the enterprise more broadly, but the company has also tried to appeal to that market with new plugins for ChatGPT released alongside its new GPT-5.4 this week.

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Other AI tool marketplaces have also cropped up. Lightning AI launched an AI Hub last year following similar moves from AWS and Hugging Face. Many AI marketplaces, such as Salesforce’s, focus on surfacing AI agents that may already have the capabilities customers need. 

How does Anthropic’s solution stand out from these? Asked for comment a spokesperson responded:

“Claude is a model — it reasons, writes, analyzes, and codes. But Harvey isn’t just Claude with a legal prompt. It’s a purpose-built platform built for how legal teams actually work — with the domain expertise, workflow integrations, compliance infrastructure, and institutional knowledge that enterprises require. Same with Rogo for finance, Snowflake for enterprise data, or GitLab for software development. These partners have spent years building the product layer on top of Claude that makes it useful for specific industries and workflows.

That’s actually the point. Thousands of businesses use Claude to power their products — and the best ones have built something Claude alone can’t replicate. Claude Marketplace isn’t Anthropic trying to replace those products. It’s Anthropic investing in them — making it easier for enterprises to access the best Claude-powered tools without managing a separate procurement process for each one. Claude is the intelligence layer. Our partners are the product.”

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Native vs app

Enterprise users adapted their Claude or ChatGPT platforms to recognize preferences, connect to their data sources and retain context. So much of how people use enterprise AI these days focuses on customizability, on making the system work for their needs.

Platforms like OpenClaw also allowed people to set up autonomous agents that can have full access to their computers to complete tasks and execute workflows. In other words, Claude and other platforms can already do much of the work that these new third-party Marketplace tools enable — provided they have the right context and data. 

However, third-party tools and integrations allow enterprise users to avoid doing the work themselves and instead invoke an existing tool to handle it. For those whose businesses are built around specific, tool-based workflows, the Marketplace may be exactly the right AI integration for them. In addition, there’s also a good chance that enterprises already paying for Claude may now take advantage of the new Marketplace to explore third-party tools and services they wouldn’t have otherwise.

While it’s still unclear what Claude Marketplace would look like in action, it’s possible that, with these tools, enterprises could use Claude as an orchestrator, where the platform acts as a command center that taps the right tool and accesses the right context without constantly prompting. 

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Observers noted that Claude Marketplace offers enterprises a way to “pre-approve” apps, bypassing the often long and cautious approval process. 

Some people noted that Anthropic’s move tracks with how many businesses will want to work directly with the platforms without requiring users to move to their separate offerings. 

Anthropic’s biggest challenge with Claude Marketplace, however, is adoption. Many of the partners for its launch already have enterprise customers who deploy their tools through an API or already connect via MCP or other protocols for context.

Some users may have already vibe-coded apps that tap into these integrations. It’s now a matter of enterprise users showing they want to use these new tools within their Claude workflows.

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Dublin’s Audrey AI closes $1.8m pre-seed funding round

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The investment will fund growth across auditing and engineering, with expansion expected across Ireland and the UK.

Dublin-based start-up Audrey AI has announced the closure of a $1.8m pre-seed funding round, which was led by Sure Valley Ventures and Delta Partners. There was additional participation from Enterprise Ireland, former CEO of Calypso Donnchadh Casey, former CBO of Wayflyer Conor Jones, alongside former Big 4 auditors.

Established in 2025 by Ryan Loughran and David Burke, who met on the Founders programme at Dogpatch Labs, Audrey AI develops AI solutions for financial auditors. The AI-powered platform aims to automate the most time-consuming parts of financial audit engagements.

The organisation has stated that the newly secured funds will be put towards the expansion of Audrey AI’s specialist audit and engineering teams, as the company expands its reach across Ireland, the UK and “beyond”.

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Commenting on the announcement, Loughran, who is also the company’s CEO, said: “Developers have Copilot, lawyers have Harvey, but auditors still primarily work in Excel. We’re building AI that understands auditing deeply enough to raise the bar on quality, not just speed, freeing auditors to focus on the judgement and oversight that matters most.” 

A number of Irish organisations operating within the artificial intelligence space have already announced major investments in April. Start-up Otel AI, which is building an AI platform for hotel managers, recently announced a raise of €2m, bringing the company’s total funding to date to €2.8m. 

E-commerce technology company Zellor raised €850,000 in its very first external funding round. The start-up, which is led by CEO Niall O’Sullivan, received backing from Enterprise Ireland and a number of strategic Irish investors.

Galway-based AI security software start-up Octostar, which also has offices in Italy and the UK, raised €6.1m in an extended seed funding round. 

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Updated, 1.05pm, 16 April 2026: This article was amended to clarify Audrey AI’s expansion plans.

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ZionSiphon malware designed to sabotage water treatment systems

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ZionSiphon malware designed to sabotage water treatment systems

A new malware called ZionSiphon, specifically designed for operational technology, is targeting water treatment and desalination environments to sabotage their operations.

The threat can adjust hydraulic pressures and raise chlorine levels to dangerous levels, researchers found during their analysis.

Based on its IP targeting and political messages embedded in its strings, ZionSiphon appears to focus on targets based in Israel.

Wiz

Researchers at AI-powered cybersecurity company Darktrace found a flawed encryption logic error in the malware’s validation mechanism that makes it non-functional but warn that future ZionSiphon releases could fix the flaw to unleash its power in attacks.

Upon deployment, the malware checks whether the host IP falls within Israeli ranges and whether the system contains water/OT-related software or files, to ensure it is running in water treatment or desalination systems.

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Strings from the targets list
Strings from the targets list
Source: Darktrace

Darktrace notes that the logic for country verification is broken due to an XOR mismatch, causing the targeting to fail and triggering the self-destruct mechanism instead of executing the payload.

If ZionSiphon were to activate, it could cause significant damage by increasing chlorine levels and maximizing the flaw and pressure.

It does this via a function named “IncreaseChlorineLevel(),” which appends a text block on existing configuration files to maximize the chlorine dose and flow as much as it is physically supported by the plant’s mechanical systems.

“IncreaseChlorineLevel()” checks a hardcoded list of configuration files associated with desalination, reverse osmosis, chlorine control, and water treatment OT/Industrial Control Systems (ICS),” Darktrace says.

“As soon as it finds any one of these files present, it appends a fixed block of text to it and returns immediately.”

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“The appended block of text contains the following entries: “Chlorine_Dose=10”, “Chlorine_Pump=ON”, “Chlorine_Flow=MAX”, “Chlorine_Valve=OPEN”, and “RO_Pressure=80”.”

The intention to interact with industrial control systems (ICS) is obvious from scanning the local subnet for the Modbus, DNP3, and S7comm communication protocols.

However, Darktrace has found only partially functional code for Modbus, and merely placeholders for the other two, indicating that the malware is still in an early development phase.

ZionSiphon also has a USB propagation mechanism that copies itself to removable drives as a hidden ‘svchost.exe’ process and creates malicious shortcut files that execute the malware when clicked.

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Creating shortcuts on removable drives
Creating shortcuts on removable drives
Source: Darktrace

USB propagation is key in critical infrastructure systems, where computers that manage security-critical functions are often “air-gapped,” meaning they are not directly connected to the internet.

While ZionSiphon isn’t operational in its current version, its intent and potential for damage are concerning, and all that’s needed to unlock both is to fix a minor verification error.

AI chained four zero-days into one exploit that bypassed both renderer and OS sandboxes. A wave of new exploits is coming.

At the Autonomous Validation Summit (May 12 & 14), see how autonomous, context-rich validation finds what’s exploitable, proves controls hold, and closes the remediation loop.

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Leakers claim PlayStation 6 could offer at least 3x the performance of the PS5

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YouTube channel Moore’s Law Is Dead recently made new claims about the performance of upcoming next-generation consoles based on supposedly leaked internal documents from AMD. Although most analysts expect the PlayStation 6 to improve ray tracing performance over the PlayStation 5 significantly, its overall impact on game performance remains a…
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Man gets 30 months for selling thousands of hacked DraftKings accounts

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Hacker

23-year-old Kamerin Stokes of Memphis, Tennessee, was sentenced to 30 months in prison for selling access to tens of thousands of hacked DraftKings accounts.

According to court documents, the accounts were hijacked by Nathan Austad (aka Snoopy) with the help of Joseph Garrison (a third accomplice charged in May 2023) in a massive November 2022 credential-stuffing attack that compromised nearly 68,000 DraftKings accounts.

U.S. prosecutors said Austad and Garrison used a list of credentials stolen in multiple breaches to hack into DraftKings accounts, then sold access to others who stole around $635,000 from roughly 1,600 compromised accounts.

Wiz

While they made over $2.1 million selling some of these hijacked DraftKings accounts (as well as FanDuel and Chick-fil-A accounts) through their own “shops,” they also sold many in bulk to Stokes (also known online as TheMFNPlug), who resold them through his own “shop.” 

One month later, the sports betting giant said it had to refund hundreds of thousands of dollars stolen from hacked accounts, after all available funds were withdrawn following the addition of a new payment method and a $5 deposit to verify its validity.

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DraftKings
DraftKings “cash-out” instructions (BleepingComputer)

​After being arrested, pleading guilty, and released while awaiting trial, Stokes reopened his shop with a new “fraud is fun” tagline and continued selling access to compromised accounts for various retailers.

Prosecutors said he also admitted “he had been running these types of shops for three years” and that he relaunched the shop because he needed money to pay his attorney.

“Kamerin Stokes victimized thousands of users of an online betting website though [sic] a cyberattack,” U.S. Attorney Jay Clayton noted in a Thursday press release.

“After pleading guilty to federal crimes, Stokes audaciously reopened his criminal business, marketed using the tagline’ fraud is fun,’ and said that he opened the new Shop in part because ‘gotta pay my attorneys,’ referring to his prosecution in this case.”

After reopening his website, Stokes was again remanded into federal custody after being arrested for violating the conditions of his pretrial release.

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In addition to 30 months in prison, Stokes was given 3 years of supervised release and ordered to pay $1,327,061 in restitution and $125,965.53 in forfeiture.

AI chained four zero-days into one exploit that bypassed both renderer and OS sandboxes. A wave of new exploits is coming.

At the Autonomous Validation Summit (May 12 & 14), see how autonomous, context-rich validation finds what’s exploitable, proves controls hold, and closes the remediation loop.

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Shipping Antimatter by Truck to Understand the Universe

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A truck makes a historic trip around CERN’s facility on the France-Switzerland border, transporting the world’s most expensive material for the first time.

The antimatter inside is made by CERN’s enormous particle accelerator, and then antimatter particles are decelerated and captured for storage, shipment and study.

Antimatter is the mirror opposite of matter. The particular type of antimatter transported was 92 antiprotons, the negatively charged equivalent to the positively charged protons found in regular matter. This perplexing and precious material could hold the key to unlocking some of the largest looming mysteries remaining in physics, going back to the origins of our universe.

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antiproton penning trap a large blue cylinder with multiple layers of shielding that contains magnets and a vacuum chamber to contain antimatter particles

Animation of the Penning Trap that holds antiprotons in place, preventing them from annihilating with the surrounding matter.

CERN

When matter and antimatter meet, they annihilate, turning most of their mass into pure energy. This reaction is the stuff of science fiction, powering spaceships and super weapons. However, with current technology, it would take billions of years to acquire enough antimatter to do any serious damage.

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Annihilation is routine at CERN’s antimatter factory, happening on a small scale with individual particles and showing up as a line on a graph (pictured below).

a graph showing annihilation signals from matter-antimatter annihilation

This is what it looks like to scientists when matter and antimatter annihilate.

BASE/CERN

One of the mysteries the study of antimatter could solve is the reason why there’s so much more matter than antimatter in the observable universe, a question with roots going all the way back to the big bang.

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So far, the science shows that matter and its antimatter equivalents are identical opposites in weight and magnetism. Stefan Ulmer, founder and spokesperson of the BASE experiment at CERN, believes more precise measurements could help find discrepancies which could hold the key.

The search for these discrepancies means that the antimatter particles must leave their birthplace at CERN because the same enormous magnets necessary to produce antimatter also make it difficult to study due to magnetic interference.

This may seem like a lot of work just to get more precise measurements of particles, but Ulmer says chasing answers to the biggest questions in science “makes you creative,” and this is his own version of heaven.

To see the truckload of antimatter make its historic trip, check out the video in this article.

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Blue Origin uses a recycled rocket to launch satellite for AST SpaceMobile

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Blue Origin’s New Glenn rocket rises from its Florida pad, sending an AST SpaceMobile satellite into orbit. (Blue Origin via YouTube)

Jeff Bezos’ Blue Origin space venture used a previously flown New Glenn rocket booster to send a satellite into orbit today, taking its competition with Elon Musk’s SpaceX to new heights.

And after it aced its second launch, the first-stage booster — nicknamed “Never Tell Me the Odds” — made yet another successful touchdown on a floating platform in the Atlantic Ocean.

The rocket lifted off from Launch Complex 36 at Cape Canaveral Space Force Station in Florida at 7:25 a.m. ET (4:25 a.m. PT), sending AST SpaceMobile’s BlueBird 7 telecom satellite into low Earth orbit.

The twice-used booster made its first flight last November when it launched NASA’s Escapade probes on a mission to Mars. Blue Origin’s Florida team recovered and refurbished the booster for today’s launch.

Blue Origin executed the same maneuver today. The webcast showed the booster settling down to a touchdown on the landing craft, which was christened Jacklyn as a tribute to Bezos’ mother. Team members could be heard cheering at Mission Control in Florida, at the company’s headquarters in Kent, Wash., and at other outposts in Texas and Alabama.

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“Welcome back once again, Never Tell Me the Odds,” launch commentator Tabitha Lipkin said. “It’s good to say that twice.”

This was the third launch for Blue Origin’s orbital-class New Glenn rocket. The first liftoff in January 2025 sent a payload into orbit to test the communication and control systems for Blue Origin’s Blue Ring space mobility platform. Blue Origin tried to recover the booster that was used for that mission, nicknamed “So You’re Telling Me There’s a Chance,” but the booster missed its chance and couldn’t be saved.

After today’s successful booster touchdown, the focus shifted to the mission’s primary objective: deploying BlueBird 7 from the rocket’s second stage in low Earth orbit. That was due to take place an hour and 15 minutes after liftoff.

If all goes well, BlueBird 7 is destined to join six other satellites in Texas-based AST SpaceMobile’s constellation. The BlueBird satellites are designed to deliver cellular broadband connectivity directly from space to standard smartphones.

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AST SpaceMobile aims to have up to 60 satellites in its constellation by the end of 2026. The company is aiming to start providing commercial satellite service in partnership with AT&T and Verizon later this year.

Direct-to-device connectivity is shaping up as a fast-moving frontier for satellite broadband services. SpaceX was the first to enter the fray: It struck a D2D deal with T-Mobile in 2022 and is ramping up its Starlink satellite network to accommodate the needs of cellular subscribers.

Last week, Amazon announced that it will acquire Globalstar, a Louisiana-based satellite operator, and will partner with Apple to beef up D2D services. That deal is expected to give a boost to the Amazon Leo satellite broadband network, a Starlink competitor that’s due to begin commercial service this year.

Rocket reusability is another technological realm where SpaceX has long been a leader but is now facing heightened competition. The ability to recover and reuse rocket boosters plays a huge part in SpaceX’s strategy to drive down launch costs — and today’s launch demonstrated that Blue Origin is able to leverage rocket reusability as well.

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Crime blotter: Second suspect sought in $2 million iPhone theft

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iPads are stolen from a Best Buy, G-Love is caught up in the fake Ledger app scam, and AirTags solve two thefts, all in this week’s Apple Crime Blotter.

Police officer securing metal handcuffs on a persons wrists behind their back, showing only their hands and forearms in a neutral indoor setting
Man in handcuffs. Image Credit: Pixabay

The latest in an occasional AppleInsider series, looking at the world of Apple-related crime.
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The same microSD card used to take 5.6 million names to the Moon as part of the Artemis II mission is available to buy

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Only a very lucky few people ever get to travel into space, but more than 5.6 million names just completed a journey around the Moon, stored on a microSD card carried aboard NASA’s Artemis II mission.

That flight sent four astronauts farther from Earth than humans have ever traveled, completing a roughly 10-day mission that orbited the Moon before safely returning to Earth.

microSD card, carrying 5,647,889 submitted names, was zipped into Rise, the mission’s mascot, a cartoonish Moon wearing a cap covered in stars. The mascot itself was designed by a year three student from California, called Lucas Ye, whose artwork was selected from more than 2,600 entries from over 50 countries.

While the specific card zipped inside Rise was certified for spaceflight conditions, it traces its lineage to the SanDisk Ultra series used by people here on Earth inside cameras, handheld devices, and portable recording gear.

The consumer version of the SanDisk Ultra microSD series comes in 16 and 32GB capacities and supports both microSD and microSDHC formats, making it compatible with a wide range of devices used for everyday recording and storage tasks.

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Rated at Class 10 speeds, the card supports read speeds of up to 80MB/s, which suits Full HD video capture, burst photography, and quick file transfers.

It’s durable, with protection against water, temperature extremes, and X-ray exposure, and maybe (but we wouldn’t bet on it), trips around the Moon.

After splashdown, the mission mascot didn’t stay tucked away inside the spacecraft as it should have done according to NASA’s mission rules, Artemis II commander Reid Wiseman later revealed on X.

“I was supposed to leave Rise in Integrity….but that was not something I was going to do. I stuffed that little guy in a dry bag we had in our survival kit and hooked the bag onto my pressure suit,” he wrote.

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Shark’s new handheld cordless vacuum is now 29% cheaper

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If pet hair on the sofa or crumbs down the side of the car seat are the kind of daily irritants that a full-sized vacuum feels entirely too cumbersome to deal with, a compact handheld is the tool that actually gets used.

The Shark Handheld Cordless Vacuum is built for exactly that, and it is now down from £69.99 to £49.99, a 29% saving on a machine ranked fourth in handheld vacuums on Amazon barely a month after release.

Shark Handheld Cordless Vacuum with accessories on a rainbow backgroundShark Handheld Cordless Vacuum with accessories on a rainbow background

Shark’s new handheld cordless vacuum is now almost a third cheaper, barely a month after launch

If pet hair on the sofa or crumbs down the side of the car seat are a daily occurance, a Shark Handheld Cordless Vacuum is the tool for you.

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Dual cyclonic air streams separate the workload inside the machine, with one stream dedicated to suction power and a second separating large and small debris to keep the filter and motor running efficiently across repeated uses rather than degrading with each session.

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That filtering performance is maintained by a HEPA filter, which captures the fine particles that cheaper handheld vacuums push back into the air, and the washable design means ongoing running costs stay low without the need for replacement parts.

Weighing just over one kilogram, the Shark Handheld Cordless Vacuum is genuinely light enough to grab for a quick clean of stairs, upholstery, or car interiors without it feeling like a chore before you have even started.

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The ten-minute run time is the honest caveat here: it is enough for targeted spot cleaning across those kinds of surfaces, but buyers expecting to cover a whole floor in one pass will need to manage expectations or ensure the battery is fully charged before each session.

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A CleanTouch dirt ejector handles emptying without requiring you to reach into the dust cup, which matters more than it sounds when you are cleaning up after pets or anything particularly unpleasant, and the 0.45-litre capacity holds a reasonable amount before that becomes necessary.

The included crevice tool and scrubbing brush extend reach and versatility for the kinds of narrow gaps and textured surfaces that the main nozzle alone cannot address, rounding out a kit that covers the realistic daily use cases for a machine of this type.

This is a well-specified grab-and-go option at £49.99, backed by a two-year manufacturer warranty, and it suits households that want something genuinely lightweight and instant-access for the messes a full-sized vacuum is too unwieldy to justify.

For those still deciding on a primary machine to pair it with, our best cordless vacuum cleaners 2026 guide rounds up every wire-free option our experts have put through its paces.

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Palantir, Thales, and a startup are competing to build the FAA’s predictive air traffic AI

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In short: The FAA is developing SMART (Strategic Management of Airspace Routing Trajectories), an AI system that would extend air traffic conflict prediction from 15 minutes to two hours, with Palantir, Thales, and Air Space Intelligence competing for the contract. The project follows the LaGuardia crash that exposed controller overwork and aging systems, and sits within a $32.5 billion modernisation programme as the agency replaces 612 outdated radar systems and recruits 1,200 new controllers in fiscal 2026.

The Federal Aviation Administration is building an AI system called SMART that would allow air traffic controllers to predict and resolve flight conflicts up to two hours before they happen, replacing a planning window that currently extends just 15 minutes. Three companies are competing for the contract: Palantir, Thales, and Air Space Intelligence. Transportation Secretary Sean Duffy confirmed the project and the three bidders on 17 April, with a press event scheduled for 21 April to provide further details.

SMART, which stands for Strategic Management of Airspace Routing Trajectories, uses high-fidelity 4D modelling to anticipate bottlenecks and schedule conflicts before aircraft leave the ground. The system would shift air traffic management from reactive to predictive, addressing the fundamental problem that the current infrastructure was designed for a lower volume of flights and relies on controllers making real-time decisions with limited forward visibility. The FAA has said the system could be operational in some form later this year.

The three bidders

Palantir Technologies brings the deepest government relationship of the three. The company’s revenue guidance for 2026 is approximately $7.2 billion, representing 61% growth, driven by a $10 billion ceiling-value Army contract signed in July 2025 and expanding partnerships with GE Aerospace and Airbus. Its government revenue grew 70% year over year in Q4 2025. Palantir’s pitch for aviation AI is an extension of its core business: ingesting vast quantities of operational data and presenting it in decision-support interfaces that government users can act on without needing to understand the underlying models.

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Thales, the European aerospace and defence firm, has more than 85 years of supplying air traffic management systems to the FAA and the Department of Defense. More than 99% of instrument landing systems at US airports use Thales equipment. The company’s TopSky platform is already embedded in the aviation infrastructure that SMART would need to integrate with, giving it an incumbent advantage that the other two bidders lack.

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Air Space Intelligence, a Boston-based startup backed by Andreessen Horowitz, is the smallest competitor but arguably the most relevant. Its Flyways AI platform already manages over 40% of all US air traffic through partnerships with major airlines, using the same kind of 4D modelling and optimisation that SMART requires. ASI recently announced a partnership with Joby Aviation to integrate electric air taxis into the national airspace, positioning the company at the intersection of current air traffic management and the next generation of aviation.

Why this matters now

The urgency behind SMART is not abstract. On 22 March, Air Canada Express Flight 8646 collided with a fire truck on the runway at LaGuardia Airport. The investigation found that the air traffic controller involved was simultaneously serving as tower controller and clearance delivery controller, and that the automated runway safety system failed to alert because it could not create a confident track when vehicles merged near the runway. The incident crystallised a problem that the aviation industry has been warning about for years: controllers are overworked, the technology they rely on is outdated, and the margin for error is shrinking as traffic volumes increase.

The FAA has received $12.5 billion from Congress for air traffic control modernisation and estimates it needs an additional $20 billion to complete the overhaul. The agency is replacing 612 outdated radar systems, migrating its NOTAM system to a cloud-based platform, and recruiting controllers at an accelerated pace, having hired nearly 1,200 new controllers in fiscal 2026 so far, roughly half its annual target. FAA Administrator Bryan Bedford, who was confirmed by Congress and sworn in last July, has made SMART a central pillar of the modernisation programme.

DOGE, Elon Musk’s Department of Government Efficiency, has also inserted itself into FAA operations. DOGE personnel have visited air traffic control facilities to evaluate operations, and Musk has said the initiative will make “rapid safety upgrades” to air traffic control systems. A separate initiative called Project Lift is directing FAA funds toward upgrading network communications. DOGE is scheduled to end operations on 4 July, though a successor entity will continue.

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The contract dynamics

The competition between Palantir, Thales, and Air Space Intelligence reflects three distinct approaches to government AI procurement. Palantir offers a platform that can be configured for any government use case, backed by extensive security clearances and institutional relationships. Thales offers domain expertise and an installed base that no competitor can match. ASI offers a purpose-built aviation AI platform that is already handling a significant portion of the traffic the FAA is trying to manage.

The FAA’s history with technology modernisation is not encouraging. The agency’s last major technology overhaul, the NextGen programme, took more than a decade and cost billions more than originally projected. The air traffic control workforce has been resistant to automation that threatens to change established workflows, and procurement timelines in government aviation are measured in years, not months. SMART’s promise that it could be operational later this year suggests either a genuinely compressed timeline or a demonstration version that falls short of full deployment.

For Palantir, the FAA contract would extend its government portfolio into a critical civilian agency and support the revenue growth trajectory that has made it the most expensive stock in the S&P 500 at roughly 120 times sales. For Thales, it would modernise a relationship that has sustained its US aviation business for decades. For Air Space Intelligence, it would validate an approach that has already proven itself in the commercial aviation sector and position the company as a central piece of national airspace infrastructure.

The stakes are higher than any individual contract. The US air traffic control system manages roughly 45,000 flights per day across the most complex airspace in the world. The controllers who run it are stretched thin, the technology they use predates the smartphone, and the safety margins that have made commercial aviation extraordinarily safe are being tested by volume growth, staffing shortages, and the kind of cascading failures that the LaGuardia incident exposed. SMART is a bet that AI can close the gap between what the system was designed to handle and what it is being asked to do. The question is whether any of the three companies competing for it can deliver on that promise at the speed the FAA now requires.

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