France's DGSI Dumps Palantir for French Software

French Prime Minister Sebastien Lecornu announced on June 16, 2026 that the DGSI, France's domestic intelligence service, will replace Palantir's data-analytics software with ChapsVision, a French company founded in 2019 that has grown to more than 1,000 employees and roughly 200 million euros in 2024 revenue. The package also includes an additional 655 million euros for AI through 2030 and a Mistral AI-powered assistant for state employees. The DGSI had used Palantir since 2016 and renewed its contract as recently as December 2025, making the timing of the switch notable. Palantir has pushed back publicly, saying its DGSI contract remains in force; the underlying direction, away from Palantir, is not disputed by either side.

Lecornu named the trigger explicitly: a US order requiring Anthropic to restrict access to its most advanced models for all foreign nationals on national-security grounds, a restriction aimed at potential adversaries that also caught US allies. "We cannot depend on the goodwill of certain partners who are capable, as we have seen in recent days, of cutting off access," Lecornu said. Germany's domestic intelligence service reportedly made a similar Palantir-to-ChapsVision switch roughly a month earlier, suggesting a coordinated European move rather than an isolated French decision.

For any vendor selling AI or analytics tools into allied governments, this episode illustrates that access restrictions imposed for narrow national-security reasons can have broad commercial fallout: customers may respond to the demonstrated possibility of being cut off by diversifying away from the vendor's home-country ecosystem entirely, well beyond the specific product that was restricted.

Whether other European intelligence or defense agencies announce similar vendor switches, how the DGSI-Palantir contractual dispute is resolved, and whether the US export-control policy that triggered this is narrowed, clarified, or expanded in scope.