Palantir: Firm Remains a Leader in AI Platforms With Strength Across Government and Enterprise

We believe Palantir is well positioned for long-term success as a leader in artificial intelligence platforms. Its two main platforms, Gotham and Foundry, are well suited to help governments and commercial clients harness the power of data. Further, the company’s more recent AI Platform, or AIP, has also seen solid demand from both governmental and commercial clients. We believe that Palantir’s platforms stand to materially benefit as organizations seek to expand their use of data to inform business decisions. We expect this secular tailwind to allow the company to land more clients while also expanding revenue from existing ones.