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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Produk & Pendapatan

Pangsa Pendapatan Produk

Komposisi Pendapatan ($2.9B)

Data statis (memuat keuangan langsung…)

Government (52%)

Commercial (US) (30%)

Commercial (International) (18%)

Komposisi segmen dan pelanggan utama

Detail produk

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

Hubungan Rantai Pasok

Mitra

Microsoft Corporation

AIP deployed on Azure cloud

Dampak: Medium — cloud hosting partnership

Amazon.com (AWS)

AIP deployed on AWS

Dampak: Medium — cloud hosting partnership

Pelanggan Utama

Lockheed Martin Corporation

Gotham for defense intelligence

Dampak: Medium — defense analytics

Northrop Grumman Corporation

Mission data analytics

Dampak: Medium

Konteks makro dan pasar

AI / 클라우드Berita sektor

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

Katalis mendatang

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

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Info Perusahaan

Kantor Pusat

Denver, Colorado, USA

Didirikan

2003

Karyawan

3,800+

Situs Web

palantir.com

Gambaran umum sektor — AI / 클라우드

Berita sektor