Palantir AIP: The Enterprise AI Platform Nobody Can Replicate
Palantir's AIP is winning enterprise AI contracts at an accelerating rate. Government + commercial dual engine.
Palantir Technologies has evolved from a controversial government contractor to the most important enterprise AI platform company. The Artificial Intelligence Platform (AIP) represents a fundamental shift in how organizations deploy AI.
Unlike generic AI tools, AIP integrates directly with an organization's existing data infrastructure and operational workflows. This deep integration creates enormous switching costs - once Palantir is embedded, it's nearly impossible to rip out.
The numbers tell the story. Commercial revenue is growing 35%+ YoY, with net dollar retention above 120%. Government revenue continues its steady climb as defense and intelligence agencies increase AI spending. The dual engine means Palantir is less cyclical than pure-play enterprise software companies.
At 60x forward earnings, Palantir isn't cheap. But for a company with 30%+ revenue growth, 80%+ gross margins, and a product that becomes more valuable as AI adoption increases, the premium may be justified.
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