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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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产品与营收

产品营收占比

营收构成 ($2.9B)

静态数据（加载实时财务…）

Government (52%)
Commercial (US) (30%)
Commercial (International) (18%)

业务板块构成与主要客户

产品详情

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

供应链关系

合作伙伴

Microsoft Corporation

AIP deployed on Azure cloud

影响: Medium — cloud hosting partnership

Amazon.com (AWS)

AIP deployed on AWS

影响: Medium — cloud hosting partnership

主要客户

Lockheed Martin Corporation

Gotham for defense intelligence

影响: Medium — defense analytics

Northrop Grumman Corporation

Mission data analytics

影响: Medium

宏观与市场背景

AI / 클라우드行业新闻

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

近期催化剂

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

最新新闻

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AI 分析

点击「获取 AI 分析」以获得 Palantir Technologies 的 AI 供应链分析。

企业信息

总部

Denver, Colorado, USA

成立时间

2003

员工人数

3,800+

行业概况 — AI / 클라우드

行业新闻

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

核心主题

  • •Capex 폭증 — MSFT/GOOGL/META/AMZN 합산 $200B+ (2026)
  • •Inference 수요 → 맞춤형 AI칩(MRVL·ORCL 수혜)
  • •SaaS → AI-as-a-Service 전환 가속

近期催化剂

  • ◆Meta/GOOGL/MSFT/AMZN Q1 실적 (2026.04~05)
  • ◆OpenAI GPT-5 출시 영향