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Palantir (NASDAQ:PLTR) has urged clients to avoid Chinese AI startup DeepSeek, citing security concerns. Chief Revenue Officer Ryan Taylor stated that U.S. government agencies are unlikely to use DeepSeek's models. The White House has confirmed national security reviews of the AI app, and NASA has already banned its use.
Palantir, co-founded by tech billionaire Peter Thiel, provides data analytics solutions to government agencies, including military applications. More than 40% of its Q4 revenue came from U.S. government contracts. The company is also expanding its commercial sector focus, expecting U.S. business revenue to grow 54% in 2025 to over $1.8 billion.
Palantir’s stock surged 22% in extended trading after the company forecasted 2025 revenue between $3.74 billion and $3.76 billion, surpassing analyst estimates of $3.52 billion. For Q1, it expects revenue between $858 million and $862 million, above market projections of $799.4 million. The company earned 14 cents per share in Q4, beating the expected 11 cents.
Demand for Palantir’s AI platform (AIP), which aids in testing and debugging AI models, has contributed to its growth. Taylor also noted that expanded tariffs ordered by former President Trump could drive further demand for Palantir’s supply-chain analytics.
While Palantir discourages commercial clients from using DeepSeek, it will continue working with those who choose to do so. The company remains aligned with U.S. government policies and is positioning itself as a key AI and data analytics provider amid rising global AI competition.
