Palantir Technologies(US:PLTR) 3 6 Ke·2025-10-22 00:55Core Insights - The article highlights the shift in global capital markets from computing infrastructure to AI applications, with Palantir achieving a remarkable 26-fold growth in three years, surpassing a market capitalization of $400 billion, establishing itself as a benchmark in the sector [1] - In the Chinese market, investors are now focusing on AI applications with commercial potential, seeking a "Chinese Palantir" as the hype around computing infrastructure wanes [1] - Dipu Technology, which launched its global IPO on October 20, 2023, received over 22.11 billion yuan in subscription funds on its first day, indicating strong investor confidence in its business model and technological prospects [1] Company Overview - Dipu Technology utilizes two main technological platforms: FastData Foil for data integration and Deepexi for enterprise-level model training, creating core solutions FastAGI and FastData that have been successfully implemented across various industries [2] - The company addresses four core pain points faced by enterprises: data readiness, seamless integration of AI with business scenarios, reliable model outputs, and data security [3] Market Dynamics - The investment focus has shifted from companies providing AI infrastructure to those successfully commercializing AI applications, particularly in the B2B sector where the commercial prospects are clearer [3] - Palantir's success is attributed to its comprehensive solutions that address data governance and business intelligence, creating a closed-loop "AI operating system" [7] Financial Performance - Palantir's revenue and profit growth have accelerated significantly, with projections indicating its commercial sales could exceed $10 billion by the end of 2030 [6] - Dipu Technology's revenue for 2023, 2024, and the first half of 2025 is reported at 129 million, 243 million, and 132 million yuan respectively, showing year-on-year growth rates of approximately 28.4%, 88.3%, and 118.4% [8][9] Competitive Positioning - Dipu Technology's business model mirrors that of Palantir, focusing on data governance and AI application integration, which has led to a rapid increase in its revenue from the FastAGI solution [9] - The company has adopted a "lighthouse customer" strategy to build industry-specific capabilities, resulting in a growing customer base across various sectors [11] Industry Outlook - The Chinese government is increasingly promoting AI applications across various industries, with significant growth expected in the enterprise-level AI application solutions market, projected to grow from 38.6 billion to 239.4 billion yuan from 2024 to 2029 [13] - Dipu Technology is well-positioned to benefit from this growth, with its comprehensive service offerings and improving financial metrics suggesting a strong future performance [14]