$Palantir Technologies Inc.(PLTR)$ While DeepSeek’s cost-efficient AI model suggests a new competitive landscape, it actually reinforces the demand for Palantir’s AI-driven data solutions. DeepSeek’s low-cost development primarily challenges commercial AI players like OpenAI but does not threaten Palantir’s deeply embedded government contracts and mission-critical defense applications. The U.S. government prioritizes security, compliance, and reliability, areas where Palantir has an irreplaceable foothold. This makes the AI infrastructure spending shift a net positive for Palantir rather than a risk.

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