Flowvium
返回探索器

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.

分享:
⇄ Compare

產品與營收

產品營收佔比

營收結構 ($2.9B)

靜態數據（加載即時財務…）

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

業務部門構成與主要客戶

產品詳情

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

供應鏈關係

合作夥伴

Microsoft Corporation

AIP deployed on Azure cloud

影響: Medium — cloud hosting partnership

Amazon.com (AWS)

AIP deployed on AWS

影響: Medium — cloud hosting partnership

主要客戶

Lockheed Martin Corporation

Gotham for defense intelligence

影響: Medium — defense analytics

Northrop Grumman Corporation

Mission data analytics

影響: Medium

宏觀與市場背景

AI / 클라우드行業新聞

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

近期催化劑

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

最新新聞

載入新聞中...

AI 分析

點擊「取得 AI 分析」以獲得 Palantir Technologies 的 AI 供應鏈分析。

企業資訊

總部

Denver, Colorado, USA

成立時間

2003

員工人數

3,800+

行業概況 — AI / 클라우드

行業新聞

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

核心主題

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

近期催化劑

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