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Nobody is doing AI better than $PLTR right now. AIP has become such a catalyst for its commercial business that the company is growing 62% in 2026 (more than double the next-fastest software peer) while still posting higher operating margins than $MSFT and $ADBE.

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Shay Boloor

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77,181 Aufrufe • vor 5 Monaten •via X (Twitter)

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$PLTR just delivered its fastest revenue growth ever growing +85% YoY with higher operating margins than $MSFT & $ADBE. Hard to argue Anthropic or OpenAI is “moving up the stack” to pressure Palantir when AIP momentum is showing up this clearly in the numbers.
2:19

$PLTR just delivered its fastest revenue growth ever growing +85% YoY with higher operating margins than $MSFT & $ADBE. Hard to argue Anthropic or OpenAI is “moving up the stack” to pressure Palantir when AIP momentum is showing up this clearly in the numbers.

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$AMD CEO Lisa Su said at CES 2026 that the world may need 100x more compute over the next five years as AI workloads scale across industries. This earnings cycle is proving the point: • $AMZN AWS reaccelerated to 28% (fastest growth in 15 quarters) while Bedrock customer spend grew 170% QoQ & processed more tokens in Q1 than all prior years combined • $MSFT AI business is now at a $37B run-rate growing 123% YoY • $GOOGL Cloud grew 63% (now nearly half the size of AWS) & has a $243B backlog while GenAI products grew 800% YoY • $MU & $SNDK margins show memory demand is still compounding WAY faster than supply with margins now higher than many software companies The 100x compute framework looks less crazy after this earnings cycle.

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$PLTR Rule of 40 score reached 155 and the metric has now expanded for 12 consecutive quarters as operating leverage continues improving with scale. That means Palantir is growing close to 100% while converting more than half of revenue into operating income which is a combination almost unheard of in large-scale software. $GOOGL, $AMZN, $MSFT and $META are spending hundreds of billions building the AI factories while Palantir sits above that infrastructure and turns the resulting intelligence into real-world outcomes without funding the physical buildout allowing far more incremental revenue to flow into profit and cash.

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