Palantir Looks Like Apple In 2007, Only For Enterprise AI

AI Chips & Semis (Google News)en

AI Chips & Semis (Google News)

AI Global Wire

Like Apple in 2007, Palantir captures value on top of infrastructure others build: it spent only ~$8 Million on CapEx in Q3. I think the 6% TCV growth that scared markets reflects a record comparison ...

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