Prediction: This Under-The-Radar Opportunity Will Be the Most Important Part of Palantir's Business in 2025

Core View - Palantir's Artificial Intelligence Platform (AIP) has created new opportunities, with a focus on military AI as a significant growth catalyst [1][4][5] - The company is emerging as a strong competitor to big tech in the AI space, particularly in the defense sector [3][7] Industry Trends - AI is a megatrend, with major tech companies like Nvidia, Microsoft, Apple, Alphabet, Meta Platforms, Amazon, and Tesla leading the charge [2] - The military AI market, including data analytics and robotics automation, has a total addressable market size of over $60 billion [6] Palantir's Strategic Moves - Palantir has partnered with Microsoft to integrate AIP into Azure cloud infrastructure for the Department of Defense [7] - The company has also formed alliances with Amazon Web Services (AWS) and Meta, leveraging their large language models (Claude and Llama) for defense applications [8] - Palantir has secured significant federal contracts, including a $100 million deal under the Maven contract and a nearly $1 billion deal with the Naval Information Warfare Center (NIWC) [9] Partnerships and Contracts - Palantir has expanded its reach by partnering with Anduril, a start-up specializing in autonomous systems like underwater drones [10][11] - The company has also collaborated with Booz Allen Hamilton, a leader in government consulting [11] Future Outlook - Palantir's U S government business is expected to accelerate significantly in 2025 as its partnerships and contracts yield results [12] - The company is well-positioned to benefit from increased government investment in AI, particularly in the defense sector [12]