Palantir earnings will test the real shape of enterprise AI

The company’s growth suggests enterprise AI is moving beyond pilot projects. It also raises a harder question about whether customers are buying software they can deploy, or infrastructure they can’t easily replace.

Everyone has a statistic about enterprise AI. Depending on the survey you come across, 70% to 90% of projects never make it past the pilot stage. For the last two years, “pilot purgatory” has been enterprise AI’s defining narrative.