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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Products & Revenue

Product Revenue Share

Revenue Breakdown ($2.9B)

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Government (52%)

Commercial (US) (30%)

Commercial (International) (18%)

Segment Breakdown & Key Customers

Product Details

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

Supply Chain Relationships

Partners

Microsoft Corporation

AIP deployed on Azure cloud

Impact: Medium — cloud hosting partnership

Amazon.com (AWS)

AIP deployed on AWS

Impact: Medium — cloud hosting partnership

Key Customers

Lockheed Martin Corporation

Gotham for defense intelligence

Impact: Medium — defense analytics

Northrop Grumman Corporation

Mission data analytics

Impact: Medium

Macro & Market Context

AI / 클라우드Sector News

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

Upcoming Catalysts

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

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AI Analysis

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Company Info

Headquarters

Denver, Colorado, USA

Founded

2003

Employees

3,800+

Website

palantir.com

Sector Overview — AI / 클라우드

Sector News