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Palantir commercial backlog jumps on defense-adjacent AI deployments

The civilian pipeline is starting to look like the government one: long contracts, named platforms, and less room for a swap.

James WhitakerTechnology Editor
Server racks inside a data center

Server racks inside a data center

DENVER — The civilian pipeline is starting to look like the government one: long contracts, named platforms, and less room for a swap.

Two commercial remaining-performance-obligation prints in a row have been driven by manufacturers and logistics firms that want a closed loop from sensor to operator, not another chatbot.

James Whitaker

Technology Editor

Reports on semiconductors, cloud infrastructure, and the industrial politics of AI.