Deloitte and Palantir's strategic alliance has delivered tangible outcomes for clients, accelerating mission impact through their Enterprise Operating System (EOS). The EOS combines Deloitte's IP and domain experience with Palantir's Foundry and AIP platforms, unlocking insights trapped within data silos and enabling significant performance improvement through enterprise-grade AI. Deloitte's deep sector experience and Palantir's cutting-edge technology empower organizations to accelerate their digital transformation journeys and achieve measurable outcomes.
Deloitte and Palantir Technologies have recently formed a strategic alliance, delivering tangible outcomes for clients through their Enterprise Operating System (EOS). This collaboration, announced at AIPCon 7, combines Deloitte's intellectual property (IP) and domain expertise with Palantir's Foundry and Artificial Intelligence Platform (AIP) to unlock insights trapped within data silos, significantly improving enterprise performance through AI [1].
The EOS, designed to deliver outcomes faster, leverages Deloitte AscendTM, a single delivery platform that orchestrates human and AI collaboration, Deloitte's Zora AI, and Palantir's ontology pre-configured using Deloitte's industry-leading practices. This integration has already enabled clients to achieve key mission and business impacts across various domains, including financial and grants management, audit readiness, HR processes, and supply chain visibility [1].
Deloitte's deep sector experience and Palantir's cutting-edge technology empower organizations to accelerate their digital transformation journeys and achieve measurable outcomes. For instance, one of the largest federal agencies is currently using the EOS to profile data, saving hundreds of thousands of person-hours and years of complex data and process changes for its ERP modernization and financial management transformation [1].
Palantir's CEO and co-founder, Dr. Alex Karp, expressed enthusiasm for the partnership, stating that Deloitte's team of Palantir users is impressive and that they look forward to building solutions together that will make America stronger [1].
Deloitte's investment in Forward Deployed Engineers (FDE) and the establishment of the Palantir Center of Excellence (COE) in Arlington, Virginia, further highlights the company's commitment to driving AI-driven outcomes for clients. Over the next year, Deloitte expects to triple its FDE cohort, accelerating clients' aspirations and achieving faster, more meaningful AI-driven outcomes [1].
While the alliance presents numerous opportunities, investors should be mindful of Palantir's revenue concentration and the AI narrative running ahead of fundamentals. Palantir's reliance on key customers for revenue, particularly government contracts, poses risks due to cyclical government spending and political shifts. Additionally, the company's total addressable market (TAM) serving the public sector is largely capped, with only a narrow group of allied nations able to use its software in the national security context [2].
References:
[1] https://www.prnewswire.com/news-releases/newly-launched-deloitte-and-palantir-strategic-alliance-delivering-tangible-outcomes-accelerating-transformation-for-clients-modern-enterprise-functions-302509359.html
[2] https://www.aol.com/thinking-buying-palantir-stock-2-103000358.html
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