Palantir Technologies

Palantir expanded its Nvidia partnership to bundle its enterprise data platform with Nvidia's Nemotron open models, enabling customers in regulated industries to host model weights and sensitive data on-premises. The offering targets supply chains, government and other buyers who cannot route data through external APIs and emphasizes customer ownership of models and fine-tuning. Palantir reported strong commercial growth and guided full-year 2026 revenue around $8.15 billion, but trades at roughly 235x earnings with a near $382 billion market cap, leaving valuation vulnerable to any execution or guidance miss. » More on finance.yahoo.com

At AIPCon 11 Palantir presented its Ontology and AIP platforms as the core for sovereign enterprise AI, enabling companies to retain control over data, models and decisions. Customers from supply chain, defense, pharma, media and insurance reported faster decisions, cost savings and measurable business outcomes through production-ready agents and connected data pipelines. Speakers emphasized a trend toward smaller, specialized models, fine-tuning on proprietary data and the use of forward-deployed engineers for rapid implementation in production environments. » More on de.investing.com

Palantir and Fujitsu renew their strategic partnership; Fujitsu becomes a global Forward Deployed Engineering (FDE) partner and will license Palantir AIP as well as Foundry. Fujitsu is building FDE capabilities and integrating its LLM Takane and other AI technologies into Palantir’s platforms to help customers develop AI applications. In a project for a Japanese manufacturer, Fujitsu integrated data from more than 3,000 suppliers and 18 factories, achieved over $10 million in cost savings and doubled operational productivity within a year. » More on de.investing.com