Who supplies Palantir, who buys from it, and who competes with it. Membership is a disclosed business relationship, not a keyword match, and every row carries the sentence that proves it.
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Supply Chain & Partner Read-Through EngineActive
Proactive revenue read-through alerts whenever Palantir files 8-Ks, announces contracts, or beats guidance.
8 companies with a disclosed relationship to Palantir · 2 asserted but unconfirmed, hidden
| Ticker | Relationship | Role | Price | Market Cap | P/E | 1D | From High | Mentions | Catalyst Materiality | Alert |
|---|---|---|---|---|---|---|---|---|---|---|
| Cloud & Neocloud (2) | ||||||||||
| MSFT | Azure government cloud deployment | partner | - | - | - | - | - | 35 | 20% exp79 | |
| AMZN | AWS infrastructure | supplier | - | - | - | - | - | 24 | 15% exp77 | |
| Aerospace & Defense (2) | ||||||||||
| LMT | Defense programs | customer | - | - | - | - | - | 8 | 15% exp77 | |
| RTX | Defense programs | customer | - | - | - | - | - | 2 | 15% exp77 | |
| Services & Integration (1) | ||||||||||
| ACN | Deployment partner | partner | - | - | - | - | - | 6 | 15% exp77 | |
| Compute (1) | ||||||||||
| NVDA | AI infrastructure partnership | partner | - | - | - | - | - | 3 | 15% exp77 | |
| Competitor (2) | ||||||||||
| SNOW | Data platform | competitor | - | - | - | - | - | 2 | 15% exp77 | |
| IBM | Enterprise AI and consulting | competitor | - | - | - | - | - | 1 | 15% exp77 | |
Every row is backed by a quote from an earnings call or an SEC filing. Mentions counts how often the relationship is named across the last four quarters, which is why the most dependent companies sort to the top of each group. Catalyst Materiality computes hardware bottleneck exposure and priority.