We are partnering with Palantir to bring trusted AI cloud infrastructure to Palantir’s commercial customers.
Palantir has named Nebius its preferred sovereign AI infrastructure partner.
Nebius compute and inference endpoints will run inside the Palantir enterprise perimeter – giving customers control over their compute, data, and models.
The partnership is based on a shared vision that open models, continually adapted using customers’ own data, can deliver better domain-specific intelligence while improving control and security.
Read the full press release: https://t.co/OxFxKSOrqr
Toto Wolff looks depressed and lost for words over Max Verstappen’s new contract with Red Bull:
"Well...uhm...what can I say? Uhh...I'm sure that...uhh...Raymond [Max's manager] has done a very good job."
"And that..uhm...you know...let's see." 😭
The entire AI-Infra stack mapped out.
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Data centers
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Supply Bottlenecks
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Thermal Management
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“Everything we set out to do this quarter, we did. In most cases, we did more.”
– Arkady Volozh, founder and CEO
Highlights from our Q2 results:
Total contract value won during the quarter up 4x;
Four landmark customer agreements averaging over $1 billion in TCV;
Average annual contract value above $20 million per MW;
AI cloud revenue up 514% to $575M, and a higher adjusted EBITDA margin of 50%;
Contracted capacity guidance for 2026 increased to 5 GW;
Expecting to deploy more than 1 GW per year from 2027.
$PLTR
PALANTIR Q2 2026 EARNINGS:
- Revenue of $1.94B, +93% YoY
- U.S. Revenue of $1.573B, +115% YoY
- GAAP net income of $1.062B, +324% YoY
- Rule of 40 at 155%
- GAAP Net Income of +$1.062B, 55% margin
- Adjusted Free Cash Flow +$1.220B, 63% margin
- $9.2B in cash
- Raised FY guide to $8.15B, +82% YoY
This was, once again, the best quarter in Palantir's history.
These numbers are not just mind blowing, the execution to achieve these results is fundamentally separating Palantir from every single other company on Planet Earth.
The market wants to know AI will change the world, not just pump tokens for the sake of it.
Palantir is the company bridging the gap between the value that AI promises and the infrastructure needed to unlock it and these results highlight how seriously Palantir embraces the burden of value creation.
Congrats to all investors who have been on the journey and a big thank you to all the employees who have worked so hard to deliver the results needed to make AI meaningful in the real world.