随着企业倾向于掌控自身数据，PLTR 受益于向主权 AI 的转变；强劲的客户采用与支出上升支撑其积极前景。
逐段跳播
你名单上的最后一家，是一位充满活力的领导者，以及一家从财务角度看似乎在增长和增长效率方面不断提高标准的公司。我很想知道你对 Palantir 的看法。
Last on your list, a dynamic leader and a company that seems to be constantly raising the bar in terms of its growth and the efficiency of that growth from a financial point of view .
I am curious to know your opinion about Palantir.
是的，我认为 Palantir 很有意思，因为它实际上帮助企业以有效的方式实施人工智能，而结果本身就说明了一切。企业根本不想把人工智能的钥匙交给大型企业。他们真的想控制自己的数据和逻辑。
所以，你会看到一种向所谓的“主权 AI”的转变，即企业在较小的开源模型与旗舰模型之间取得平衡。他们不想把所有知识产权都交给单一的科技巨头。
Yes, I think Palantir is interesting because it actually helps companies implement artificial intelligence in an effective way, and the results speak for themselves. Companies simply do not want to hand over the keys to artificial intelligence to large corporations.
They really want to control their own data and logic. So, you are seeing a shift towards what they call " sovereign AI," where companies balance smaller, open-source models with flagship models.
They do not want to hand over all their intellectual property to single technology giants.
一个现实世界的例子是 Hexion，一家特种化学品制造商。这不是一门有吸引力的生意，但他们使用 Palantir 将其所有系统——从采购、生产到消费者需求——连接到一个单一平台上。
这使他们能够看到单个问题如何蔓延到整个系统。然后他们加入人工智能代理，全天候监控库存。当需求激增时，订单会自动加速处理。这实际上使息税折旧摊销前利润（EBITDA）在 3 年内有效提升了 3 亿美元。
One real-world example is Hexion, a manufacturer of specialty chemicals. It's not an attractive business, but they use Palantir to link all their systems, from procurement and production to consumer demand, into a single platform.
This allowed them to see how a single problem could spread throughout the entire system. Then they added artificial intelligence agents to monitor the inventory around the clock.
Orders are then automatically accelerated when there are surges in demand. This has effectively resulted in a $300 million improvement in earnings before interest, taxes, depreciation and amortization (EBITDA) over 3 years.
所以，这些都是很大的数字，企业正在注意到这一点，他们与 Palantir 签约，并逐年增加支出。所以，Palantir 的情况进展顺利。
So, these are big numbers and companies are taking note, they are contracting with Palantir and increasing their spending year after year . So, things are going well in Palantir.
这个频道对 $PLTR 的历次判断
Schwab Network 在这只股票上共 3 条判断，这里只列相邻的几条。