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Microsoft is benefiting from broad AI exposure, spanning cloud infrastructure, enterprise software and partnerships with multiple model providers.
Microsoft has signed a large AI partnership commitment with Anthropic, beyond its OpenAI investment.
KEY POINTS
- Over 100 CIOs surveyed by Citi still rank Microsoft as the top vendor for AI investments.
- Palantir's commercial revenue growth accelerated from below 20% to over 70% in the latest quarter.
- Palantir has fewer than 1,000 customers, indicating significant room for further enterprise expansion.
- Anthropic uses MongoDB to support AI agent data storage and next-generation coding model applications.
COMPANIES
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