$Palantir Technologies Inc.(PLTR)$
Palantir(PLTR) has surged again. The logic of low-cost inference for large models is the greatest benefit for service providers. Lower costs mean higher profit expectations. Whether it is through model pathways or direct base updates, both are viable, expanding the range of choices. For enterprises with business data, this event is definitely a watershed moment. Back in China, FourthParadigm(06682) was one of the early starters on the enterprise side. Dr. Dai is also a veteran data expert from Baidu. So, even if the company is not particularly strong in AI research, it is definitely proficient in data organization, collection, and labeling. In the next stage, the AI + application era will focus on who can truly master the data. This is because algorithms and computing power can be democratized, similar to public utilities. For example, a steam engine is simple, but what you use the steam engine for is where the real profit lies.
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