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A adoção da Plataforma de Inteligência Artificial (AIP) da Palantir por agências governamentais tem sido uma narrativa chave. Estamos a ver uma continuação do momentum aqui, ou o ritmo de novos contratos de grande escala está a abrandar? O mercado parece precificar um crescimento futuro significativo, mas a execução nesta frente é crítica.
Anyone have actual data on the contract value over time? Anecdotes are one thing, but numbers would paint a clearer picture of any 'slowdown'.
The pace might be slowing for new large contracts, but the revenue from existing deployments scaling up could still drive growth. That's often overlooked.
I'm still bullish. Even if the pace of new contracts cools slightly, the stickiness and expansion within current government clients should provide a solid base.
Are we sure the market is only pricing in government growth? Their commercial sector push seems significant too, and possibly less volatile.
I wouldn't say slowing, but perhaps normalizing after a period of rapid expansion. The big question is how much more market share they can realistically capture within government.
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