Latest / Chip Stock Investor Podcast
Palantir Q2 2026: What's Really Driving 149% Growth
Palantir just reported Q2 2026 earnings, and the headline number, revenue nearly doubling year over year, only tells part of the story. We go beyond the standard quarterly earnings review to unpack what's actually driving Palantir's acceleration: AIP, its AI platform built to help enterprises deploy AI without handing proprietary data to the large AI labs.
We look at the data behind the deployment phase of the AI cycle, why US commercial customer revenue jumped 149 percent even as customer count grew far more slowly, and what nearly 220 million dollar-plus deals signal about enterprise…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.