What makes Palantir's revenue estimate break 3.7 billion dollars in 2025? From CIA black technology to the rise of a global AI arms dealer.

Palantir (PLTR) has risen from a developer of internal tools for government agencies to a globally recognized AI defense technology company, largely due to its focus on high-barrier clients such as the CIA and the military from its inception, as well as its ability to solve data integration challenges that most companies struggle with.

With the rise of geopolitics, war and supply chain risks, the AI decision-making system provided by Palantir includes battlefields, energy, epidemic reports, aircraft parts, etc., and does not rely on advertising and marketing, all rely on technology to eat, and become the designated defense technology supplier of the United States and European allies. As of March 2025, PLTR's annual revenue is expected to exceed US$3.7 billion, an annual increase of more than 30%, becoming one of the few AI software representatives to achieve both profitability and commercial landing.

Why Palantir is Important: Four Key Reasons

Battlefield AI Pioneer: Ukraine Relies on Palantir to Track Russian Military Movements, Used by the US Military for Counterterrorism.

Trust objects under geopolitical conditions: In the context of US-China technological confrontation, the United States will not use Chinese-made software, nor will its allies. Palantir has become a designated partner for the CIA, NATO, and the Ukrainian government.

Modeling and Deploying AI Made Easy: Palantir's Apollo platform can deploy AI models "in one second" to the front lines, even in places without internet access, such as battlefields, oil fields, or factories.

Arms dealers in the software industry: The Ministry of Defense and energy companies are the main clients, and even during economic downturns, the government will still pay. Contracts start from 3 to 5 years, making it a software stock that goes against the economic cycle.

Three major product lines: battlefield, factory, and cloud deployment all under one roof. How does Palantir make money? It's not by selling software, but by selling "AI strategic partnerships."

Initial stage: There will be technical integration and engineering services, starting from the organization of the client's original data.

Mid-term: Afterwards, use a subscription model and charge based on cloud usage.

Most government contracts are long-term agreements of 3 to 5 years, with a renewal rate of over 90%.

As of the latest figures in April 2025: Performance growth. Why others can't replicate it, an introduction to Palantir's moat.

High threshold data integration capability: Integrate radar, audio recordings, satellite images, Excel reports, and sensor data, while also managing permissions and ensuring confidentiality.

Long-term cooperation with the government: For more than a decade, we have been in deep collaboration with key U.S. agencies such as the CIA, the Pentagon, and the FBI, making it difficult for competitors to cut in line.

Military to commercial use, commercial to military support: battlefield technology can be used in factories, healthcare, and insurance industries to track supply chain disruptions or factory equipment anomalies, and conversely, it can also be used for military purposes.

Possible future directions: AI military industry, national data and new standards for national defense

NATO and the EU sign more contract renewals: After the Russia-Ukraine war, European countries are strengthening their digital defense, with Palantir becoming a key supplier of internal information analysis systems for NATO.

Apollo becomes the military AI SaaS standard: In the future, AI will be used on the battlefield, for oil drilling, and in factories. Many governments may adopt Palantir's deployment standards.

Enterprise Foundry will introduce more traditional industries: healthcare, manufacturing, and insurance companies also want to integrate AI into their operational decision-making processes to tap into private budgets.

Before the deadline, PLTR's stock price reached 92.62 USD.

(Palantir CEO Karp: Silicon Valley tech talent must immediately engage in U.S. defense, AI and drones will dominate future battlefields)

What is the basis for Palantir's projected revenue of over $3.7 billion in 2025? From CIA black technology to the rise of a global AI arms dealer. Originally appeared in Chain News ABMedia.