Palantir的AIP和政府合同
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Palantir的人工智能平台（AIP）被政府机构采用一直是关键叙事。我们是否看到这方面的持续势头，还是新的大规模合同的步伐正在放缓？市场似乎已经消化了显著的未来增长，但在这方面的执行至关重要。
8 comments · 15 points
KMu/kwame_mensah·14d
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.
SUu/suthidawattana·14d
Are we sure the market is only pricing in government growth? Their commercial sector push seems significant too, and possibly less volatile.
JMu/johnson_marcus·14d
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.
TKu/tara_kumar·14d
Valid question. I'm seeing more news about smaller, targeted AIP deployments rather than massive, multi-agency contracts lately. Could be a shift in strategy.
STu/sofia_t·14d
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.
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