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CNBC AI · 2026/8/4 13:37:51

Palantir jumps 20% on 'otherworldly' commercial revenue — here's what's driving the demand
AI 中文解读
“Palantir股价一夜暴涨20%!这次不是靠政府订单,而是商业客户疯狂买单,营收同比暴增149%,连分析师都直呼‘不可思议’。”核心原因是企业客户对“AI主权”的需求爆发——简单说,就是越来越多公司不满足于使用别人家的现成AI,而是想把AI技术和自己的核心数据牢牢掌控在自己手里。这波操作直接让Palantir坐上了AI时代的“卖铲人”位置,重挫了市场对AI竞争加剧的担忧。以前企业的AI应用大多是“租”别人的模型,数据安全性和定制化都是痛点。现在Palantir这类公司提供的“AI主权”服务,等同于给企业建了一座专属的“AI堡垒”,数据不出门,AI自己训。对普通人来说,这意味着未来你使用的银行、医院、电商等服务的AI会更有“记忆”和“个性”,处理业务时更懂你的需求,同时你的隐私数据被外包给第三方AI公司的风险也更低。AI不再是大公司千篇一律的客服,而是真正为每家企业和用户量身定制的智能助手。
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TechPalantir jumps 20% on 'otherworldly' commercial revenue — here's what's driving the demand Published Tue, Aug 4 20266:27 AM EDTUpdated 25 Min AgoSawdah BhaimiyaWATCH LIVEKey PointsPalantir's second-quarter earnings saw commercial revenue skyrocket 149% from a year ago. The software giant pinned its blowout second-quarter earnings on firms demanding AI sovereignty. Palantir's results "further weaken the bear case around rising AI competition," as demand for data privacy from AI companies sets it apart, Citi analysts said.In this articlePLTRFollow your favorite stocksCREATE FREE ACCOUNTPalantir CEO Alex Karp speaks during an interview on July 27, 2026 in New York City.John Lamparski | Getty ImagesPalantir stock rocketed 20% higher on Tuesday after the company reported "otherworldly" second-quarter earnings driven by customer demand for AI sovereign tools. The enterprise software giant reported a 93% growth in overall revenue to $1.94 billion, up from around $1 billion a year ago, and beating LSEG estimates of $1.8 billion. Its commercial revenue jumped 149% to $764 million, and government revenue grew 90% to $809 million. The company expects full-year revenue between $8.15 billion and $8.158 and commercial revenue in excess of $3.424 billion. Palantir was last up 16.3% in premarket trading. Palantir's Co-founder and CEO Alex Karp described the quarter as "otherworldly," adding that the sovereign AI revolution makes them "very optimistic about the future.""Forget consensus," Karp told CNBC's Seema Mody in an exclusive interview. "To my knowledge, no businesses at our scale has even grown half this much."watch nowVIDEO14:4814:48Watch CNBC’s full interview with Palantir CEO Alex KarpNews VideosPalantir, which designs systems that help companies integrate AI with their existing systems and data, pinned its blowout earnings on growing demand for AI sovereignty as companies se
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