Palantir Technologies

PLTRintermediary

Palantir Technologies builds AI-powered data analytics platforms for government intelligence agencies and large enterprises. Its AIP platform brings large language models into operational decision-making across defense, healthcare, and industrial sectors.

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Produkte & Umsatz

Umsatzanteil nach Produkt

Umsatzaufschlüsselung ($2.9B)

Statische Daten (Echtzeitfinanzen werden geladen…)

Government (52%)

Commercial (US) (30%)

Commercial (International) (18%)

Segmentzusammensetzung und Hauptkunden

Produktdetails

Gotham30%

AI-powered intelligence analysis platform for defense and intelligence agencies

Foundry40%

Enterprise data integration and operational AI platform for commercial customers

AIP (Artificial Intelligence Platform)20%

LLM-powered decision-making platform layered on Gotham and Foundry

Lieferkettenbeziehungen

Partner

Microsoft Corporation

AIP deployed on Azure cloud

Auswirkung: Medium — cloud hosting partnership

Amazon.com (AWS)

AIP deployed on AWS

Auswirkung: Medium — cloud hosting partnership

Wichtige Kunden

Lockheed Martin Corporation

Gotham for defense intelligence

Auswirkung: Medium — defense analytics

Northrop Grumman Corporation

Mission data analytics

Auswirkung: Medium

Makro- und Marktkontext

AI / 클라우드Sektornachrichten

하이퍼스케일러 AI 인프라 투자 급증 — 수혜 종목 선별 중요

AI 인프라 투자 (2026E)

$320B

AWS 성장률

+37% YoY

AI 소프트웨어 침투율

18%

GPU 리드타임

6~9개월

Nächste Katalysatoren

◆Meta/GOOGL/MSFT/AMZN Q1 실적 (2026.04~05)◆OpenAI GPT-5 출시 영향◆NVIDIA GB300 기반 H200 교체 사이클

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Unternehmensinformationen

Hauptsitz

Denver, Colorado, USA

Gegründet

2003

Mitarbeiter

3,800+

Website

palantir.com

Sektorübersicht — AI / 클라우드

Sektornachrichten