"Artificial intelligence (AI) has attracted hundreds of billions of dollars in investment this year, and companies are shifting from experiments to deployment, and demanding measurable results. Security costs are set to double, government contracts are accelerating, and businesses are moving past the hype to focus on real applications. That all helps make October a pivotal month, as Q3 earnings season begins, the government's new fiscal year triggers contract awards, and several key AI platforms launch initiatives."
"Palantir Technologies builds AI-powered data analytics platforms that help organizations make sense of massive, complex datasets -- from battlefield logistics for the Pentagon to supply chain optimization for corporations. The company this year landed a landmark enterprise agreement with the U.S. Army that carries a ceiling value of up to $10 billion over 10 years, consolidating dozens of existing contracts into a unified framework. On the commercial side, Palantir posted Q2 2025 revenue of $1 billion -- up 48% year over year"
AI has attracted hundreds of billions of dollars in investment this year as companies move from experiments to deployments and demand measurable results. Security costs are set to double while government contracts accelerate and businesses prioritize practical AI applications. October is pivotal because Q3 earnings, the U.S. government's new fiscal year, and major AI platform initiatives converge to drive contract awards and adoption. Palantir Technologies provides AI-powered data analytics for complex datasets across defense and commercial markets, secured a potential $10 billion U.S. Army agreement over 10 years, and reported Q2 2025 revenue of $1 billion, up 48% year over year.
Read at The Motley Fool
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