As a leading player in the AI infrastructure built upor upgrade, Palantir has become a credible partner for anyone looking to get a pie of public sector business. Partnering with Accenture who herself has a long history of working relationship with the US govt will provide a much wider and stronger value from solution offerings perspective. Moving from product-centric to solution based offers, Palantir will have change and sametime up her gameplay with a wider scope of services. Their customers don't need to face the challenge of building technical expertise to deploy and maintain, and can now outsource these roles to Accenture who is deemed a global systems integrator with wide ranging skillsets to take on the job. In my opinion this partnership gives investors the confidence to acknowledge Palantir has moved up the value chain that will secure their long term business model and increase their stickiness with customer. As with any partnership execution becomes a key critical success factor. On a prudent approach, it is worth to try out with a small stake and see how the whole story pans out. I do see positivity coming out of these 2 powerhouses.
Disclaimer : these are entirely the writer's own opinions and do not constitute any advice to buy or sell. It is provided for education purposes only.
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