Doanh thu quý 2 của Palantir tăng 93% lên 1,94 tỷ USD, chiến lược chủ quyền AI thúc đẩy đánh giá lại định giá

The Huoxing Finance report states that, on August 4, Palantir’s (PLTR) latest financial results showed that the company’s second-quarter revenue increased by 93% year-over-year to $1.94 billion, with net profit reaching $1.06 billion, and it significantly raised its full-year guidance. Boosted by these results, the company’s stock rose more than 12% in after-hours trading on Monday. Palantir expects its full-year revenue for 2026 to reach at least $8.15 billion, higher than the previous expectation of under $7.7 billion. Revenue from its U.S. commercial business is projected to reach $3.4 billion, representing at least a 134% year-over-year increase, becoming the primary growth driver. Previously, the market had expressed concerns that the rapid development of AI model companies such as OpenAI and Anthropic might erode Palantir’s competitiveness. However, this earnings report has reignited investor interest in its “AI sovereignty” business model. Palantir CEO Alex Karp stated that enterprises and governments are seeking control over their own data, AI systems, and decision-making processes, which has become a key source of growth for the company. “AI sovereignty” refers to enterprises avoiding the use of their core data by external AI model companies for training while ensuring their AI systems serve their own business needs. Palantir believes that future enterprises will require not just foundational models, but AI platforms capable of managing data, embedding into business processes, and protecting competitive advantages. In recent years, Palantir has continuously expanded its enterprise AI business and criticized the business models of some AI labs, arguing that companies pay substantial fees to model providers yet risk losing control over their core data. Nevertheless, Palantir still faces pressure in international markets. Due to its long-standing service to the U.S. government and defense sector, several European countries are reducing their dependence on American tech companies. As of the latest quarter, revenue from international customers accounted for approximately 19% of Palantir’s total revenue, down from 26% in 2025.