分析师:Anthropic与五角大楼的争端凸显了Palantir的优势

格隆汇
Jul 03

D.A. Davidson分析师Gil Luria和Lucky Schreiner在一份报告中写道,Anthropic与美国国防部之间紧张的关系表明,在人工智能模型之上建立编排层的必要性,这凸显了Palantir的优势。他们写道,直接在Anthropic模型之上建立业务的企业可能会因为政府限制访问权限而面临“灾难性”干扰,但Palantir可以顺畅地切换其服务底层的模型。D.A. Davidson的分析师写道:“我们认为,这一事态发展消除了Palantir面临的最大潜在威胁,即企业将求助于Anthropic和OpenAI来解决其最大问题的观念。”Palantir股价上涨2.5%。

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