Market & Contract Analysis

Public research connecting federal awards to the companies and securities they affect.

Federal AI · Analysis

Palantir Lost the FAA's $875 Million AI Award. Here's What It Actually Means.

Air Space Intelligence won the FAA's 12-year SMART and FMDS award. The loss matters, but not for the simplistic reason that Palantir 'lost AI.'

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Federal AI · Analysis

Anthropic’s S-1 Opens a New Map of AI Infrastructure and Federal Demand

Anthropic’s S-1 matters to Contract-Trader because public investors can now examine the capital and procurement engine behind frontier AI infrastructure.

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