$PLTR $MSFT
Looks like we know why Satya Nadella mentioned Palantir as a “leader in their industry” during their Q2 earnings call now…
One of Palantir’s core moats has been being able to securely deploy software within classified environments. This is why they just did $300M+ in revenue last quarter for their government business.
Today, Microsoft and Palantir signed their BIGGEST partnership yet which would integrate Azure’s OpenAI LLMs and Palantir’s AIP to build AI-driven operational workloads across Defense and Intelligence verticals.
It is really hard to win in the government. Palantir is one of only 3 companies in the world to have Impact Level 6 security clearance. The other two companies are Microsoft and Amazon.
Yesterday, Palantir announced they were powering 6400 stores globally for Wendy’s supply chains. Today, they are working with $MSFT to securely deploy AI in the government.
Every vertical. Every industry. Delivering value.
LFG.
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