How Much You’d Have If You Bet $10,000 on Palantir Stock in January and 1 Key PLTR Catalyst to Watch in 2026

Company Overview - Palantir (PLTR) has experienced significant stock growth, rising from a low of $63.40 to a high of approximately $207.52, representing a return of about 229% [1] - Currently trading around $191, investors are presented with another opportunity for potential upside [2] Strategic Partnerships - Palantir has partnered with Nvidia (NVDA) and CenterPoint Energy (CNP) to launch a new initiative called Chain Reaction, which is expected to be a major catalyst for the company [2] Industry Challenges - The growth of artificial intelligence (AI) models is increasingly dependent on the availability of power, computing capacity, and infrastructure, rather than just software development [3] - A Palantir press release indicates that the primary bottleneck to AI innovation is now power and compute resources, highlighting the need for software designed for a different scale [4] Power Demand Projections - Analysts at Deloitte predict that power demand from AI data centers in the U.S. could increase dramatically, from approximately 4 gigawatts in 2024 to over 123 gigawatts by 2035, representing a thirtyfold increase [6][7] - AI data centers are expected to require significantly more energy per square foot compared to traditional data centers, with energy usage potentially increasing from 5 to 50 megawatts for certain configurations [7]