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Palantir: the “sleeper” in the AI revolution

Zhitong Finance · May 31, 2023 17:27

来源：智通财经

$英伟达 (NVDA.US)$首席执行官黄仁勋将ChatGPT于2022年11月发布的时间是人工智能行业的“iPhone时刻”，引发了大大小小的科技公司之间的军备竞赛。微软收购了ChatGPT背后的OpenAI公司一半的股份。与此同时，$谷歌-A (GOOGL.US)$、$Meta Platforms (META.US)$、$百度 (BIDU.US)$和$阿里巴巴 (BABA.US)$等公司竞相开发自己的人工智能语言模型。

然而，许多投资者很难从噪音中解读出信号。在这股热潮中，许多公司正在投机取巧地利用这股热潮。相比之下，有些公司则是这个庞大行业的正当参与者。例如，$Palantir (PLTR.US)$是数据分析行业的中坚力量，拥有利用人工智能解决复杂数据问题的丰富经验。该公司在处理来自美国国家安全局(NSA)、联邦调查局(FBI)和美国陆军等拥有敏感数据的秘密客户的大量数据集方面有着悠久的历史。

虽然该公司从一开始就利用人工智能，但直到最近才开始全力投入类似ChatGPT的生成式人工智能模型。该公司最近推出了其人工智能平台(AIP)，该平台允许公司将人工智能模型与他们的私人数据连接起来，从而创建他们业务的实时视图。

迄今为止，这家强大的数据分析公司一直是人工智能领域的“沉睡者”，未能参与带动$C3.ai (AI.US)$、英伟达和$微软 (MSFT.US)$等股票大幅上涨的趋势。但潮流正在转变。多种利好因素正在浮出水面，包括该公司最近发布的重磅盈利报告，以及对其新工具人工智能平台(AIP)的“创纪录需求”。

仅等到Palantir本月早些时候公布了第一季度财报，获得了投资者的欢迎，自报告发布以来，该公司股价才飙升了75%以上。

Q1营收为5.25亿美元，同比增长18%，好于市场预期的5.06亿美元。归属于普通股股东的净利润为1680.2万美元，上年同期净亏损1.01亿美元。摊薄后每股收益为0.01美元，上年同期每股亏损0.05美元;调整后的每股收益为0.05美元，好于市场预期的0.04美元，上年同期为0.02美元。更重要的是，该公司预计在今年剩余时间内保持盈利，收入增长率将达到令人印象深刻的25%-30%。

Palantir在第一季度的增长很大程度上是由该公司的旗舰数据分析产品Foundry推动的，他们最近发布了一个完全改进的版本。

AIP：游戏规则改变者?

Palantir最近发布了其最新产品人工智能平台(AIP)。Palantir表示，对Palantir新人工智能平台的需求是“史无前例的”。该公司的人工智能平台允许商业和政府部门使用基于他们的私人数据集的大型语言模型，并将于本月向“精选客户”开放。

该公司首席执行官Alex Karp表示，这种需求是“我在Palantir工作20年来从未见过的”。Karp表示：“我们已经与潜在客户就部署该软件进行了数百次对话，目前正在就使用该平台组件的条款和定价进行谈判。”他补充称，由于人工智能带来了“真正的”风险，Palantir的软件在设计时就考虑到了人类的参与和监督。

AIP是一个平台，它允许客户在企业计算机系统中部署类似于ChatGPT的语言模型，并访问私有数据。虽然像ChatGPT这样的工具很棒，但它们是在非常普通的数据上训练的。AIP背后的想法是让模型访问公司的整个数据集，从而深入了解公司的运作方式。AIP旨在为客户实时显化业务的每个元素，同时为模型可以访问哪些数据以及如何处理这些数据设置基本规则和护栏。

该公司正在慢慢推出这个平台。Palantir的一个AIP演示展示了它如何帮助一家制造公司应对其配送中心附近的飓风，通过确定有多少客户订单会受到影响，以及如何通过改变卡车路线或取消订单来做出反应。

而且，Palantir长期与五角大楼等美国政府机构打交道，处理非常敏感的数据，这使它在设置数据护栏和保护客户数据免受第三方语言模型侵害方面具有显著的优势。

Palantir能成为AI领域领导者吗?

虽然OpenAI是近期市场的焦点，但最近泄露的一份谷歌备忘录却讲述了一个关于人工智能主导地位的不同故事。备忘录称，开源模型在人工智能模型开发方面正在“击败”谷歌和OpenAI，像GPT-3和Google Bard这样的专有模型最终将没有优势。

考虑到这一点，Palantir首席运营官Shyam Sankar认为，企业的长期价值在于人工智能的应用，而不是人工智能的开发。Palantir的定位是独一无二的，因为它的优势在于可以训练来自具有敏感数据的秘密组织(如美国中央情报局(CIA))的复杂而庞大的数据集。

出于这个原因，Karp在最近的一次电话会议上告诉投资者，该公司的人工智能战略就是“占领整个市场”。

结语

在人工智能军备竞赛的阵痛中，Palantir正在从沉睡的状态中崛起，其股票在过去几周一直处于火热状态。在充满希望的2023年前景、AIP的发布以及进一步的发展之间，Palantir的股票或许将会进一步追上人工智能热潮带来的涨势。

编辑/jayden

Source: Zhitong Finance

$NVIDIA (NVDA.US)$CEO Hwang In-hoon released ChatGPT in November 2022 as an “iPhone moment” for the artificial intelligence industry, triggering an arms race between big and small tech companies. Microsoft has bought half of the shares in the OpenAI company behind ChatGPT. At the same time,$Alphabet-A (GOOGL.US)$,$Meta Platforms (META.US)$,$Baidu (BIDU.US)$with$Alibaba (BABA.US)$Other companies are competing to develop their own artificial intelligence language models.

However, it is difficult for many investors to decipher the signal from the noise. In the midst of this boom, many companies are speculating and taking advantage of this boom. By contrast, there are companies that are legitimate participants in this huge industry. For example,$Palantir (PLTR.US)$It is the backbone of the data analysis industry and has extensive experience in using artificial intelligence to solve complex data problems. The company has a long history of processing large data sets from secret customers with sensitive data, such as the US National Security Agency (NSA), the Federal Bureau of Investigation (FBI), and the US Army.

Although the company has been using artificial intelligence since the beginning, it has only recently begun to fully invest in generative AI models like ChatGPT. The company recently launched its Artificial Intelligence Platform (AIP), which allows companies to connect AI models with their private data to create a real-time view of their business.

Until now, this powerful data analysis company has been a “dormant” in the field of artificial intelligence and has failed to participate in driving$C3.ai (AI.US)$, Nvidia, and$Microsoft (MSFT.US)$Wait for a sharp upward trend in stocks. But the tide is turning. A number of positive factors are surfacing, including the company's recent blockbuster earnings report and “record demand” for its new tool, the Artificial Intelligence Platform (AIP).

It wasn't until Palantir released its first-quarter earnings earlier this month, which was well received by investors. Since the report was released, the company's stock price has soared by more than 75%.

Q1 revenue was US$525 million, up 18% year on year, better than market expectations of US$506 million. Net profit attributable to common shareholders was US$16.802 million, with net loss of US$101 million for the same period last year. Diluted earnings per share were $0.01, and loss per share for the same period last year was $0.05; adjusted earnings per share were $0.05, better than market expectations of $0.04, compared to $0.02 for the same period last year. More importantly, the company expects to remain profitable for the rest of the year, with an impressive 25%-30% revenue growth rate.

Palantir's growth in the first quarter was largely driven by the company's flagship data analytics product, Foundry, which recently released a completely improved version.

AIP: A Game Changer?

Palantir recently unveiled its newest product, the Artificial Intelligence Platform (AIP). Palantir said the demand for Palantir's new artificial intelligence platform is “unprecedented.” The company's artificial intelligence platform allows commercial and government departments to use large-scale language models based on their private data sets and will be open to “select customers” this month.

Alex Karp, the company's CEO, said this demand was “something I've never seen in my 20 years at Palantir.” “We've had hundreds of conversations with potential customers about deploying this software and are currently negotiating terms and pricing for using the platform's components,” Karp said. He added that since artificial intelligence poses a “real” risk, Palantir's software was designed with human participation and supervision in mind.

AIP is a platform that allows customers to deploy language models similar to ChatGPT in corporate computer systems and access private data. While tools like ChatGPT are great, they train on very plain data. The idea behind AIP is for models to access the company's entire data set to gain insight into how the company works. AIP is designed to give clients a real-time visualization of every element of the business, while setting basic rules and guardrails for what data models can access and how to process that data.

The company is slowly rolling out this platform. An AIP demo from Palantir showed how it helped a manufacturing company cope with a hurricane near its distribution center by determining how many customer orders would be affected, and how to respond by rerouting trucks or cancelling orders.

Furthermore, Palantir has been dealing with US government agencies such as the Pentagon for a long time, processing very sensitive data, which gives it a significant advantage in setting up data barriers and protecting customer data from third-party language models.

Can Palantir become a leader in AI?

Although OpenAI has been the focus of the market recently, a recently leaked Google memo tells a different story about the dominance of artificial intelligence. According to the memorandum, the open source model is “beating” Google and OpenAI in AI model development, and proprietary models like GPT-3 and Google Bard will eventually have no advantage.

With this in mind, Palantir Chief Operating Officer Shyam Sankar believes that the long-term value of an enterprise lies in the application of artificial intelligence rather than the development of artificial intelligence. Palantir's positioning is unique because it has the advantage of being able to train complex and huge data sets from secret organizations with sensitive data (such as the US Central Intelligence Agency (CIA)).

For this reason, Karp told investors during a recent conference call that the company's artificial intelligence strategy is to “take over the entire market.”

epilogue

Amid the throes of an artificial intelligence arms race, Palantir is rising from a slumber, and its stock has been hot for the past few weeks. Between the promising outlook for 2023, the release of AIP, and further development, Palantir's stock may further catch up with the gains brought about by the AI boom.

Editor/jayden

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