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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Productos e Ingresos

Participación de Ingresos por Producto

Desglose de Ingresos ($2.9B)

Datos estáticos (cargando finanzas en tiempo real…)

Government (52%)

Commercial (US) (30%)

Commercial (International) (18%)

Composición de segmentos y clientes principales

Detalles del producto

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

Relaciones en la Cadena de Suministro

Socios

Microsoft Corporation

AIP deployed on Azure cloud

Impacto: Medium — cloud hosting partnership

Amazon.com (AWS)

AIP deployed on AWS

Impacto: Medium — cloud hosting partnership

Clientes Clave

Lockheed Martin Corporation

Gotham for defense intelligence

Impacto: Medium — defense analytics

Northrop Grumman Corporation

Mission data analytics

Impacto: Medium

Contexto macro y de mercado

AI / 클라우드Noticias del sector

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

Próximos catalizadores

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

Últimas noticias

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Análisis IA

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Información de la Empresa

Sede Central

Denver, Colorado, USA

Fundación

2003

Empleados

3,800+

Sitio Web

palantir.com

Estado del sector — AI / 클라우드

Noticias del sector