AIP adoption propels U.S. commercial revenue up 93%, $1B run rate, and soaring TCV. Profitability and 94% Rule of 40 score underpin premium valuation despite bubble claims.
Lumen Technologies extends its partnership with Palantir in a $200 million deal, integrating Palantir's AI into LUMN's fiber network. LUMN benefits from operational optimization and can now offer AI-ready infrastructure to enterprise clients, enhancing its value proposition. Palantir gains a major commercial channel via LUMN's extensive enterprise customer base, creating sticky, recurring reven...
PLTR is a leading AI software company, transitioning from government contracts to rapid commercial growth, justifying a bullish outlook. PLTR's commercial segment, driven by its Artificial Intelligence Platform and efficient sales approach, has fueled record revenue growth and major contract wins. Financially, PLTR boasts strong revenue expansion, high gross margins, positive net income, robust...
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