Palantir remains in full control of its AI orchestration layer, leveraging new partnerships with Nebius and Nvidia to defend its turf. PLTR's determined push for sovereign AI infrastructure and open-source integration counters competitive threats from proprietary models linked to Anthropic and OpenAI. Despite printing a lofty 100x forward earnings multiple, a robust RPO of $4.9B, and expanding verticals support a continued Buy rating.
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