Strategy

Palantir CEO Alex Karp says Trump has a point about the AI race: ‘There’s a real hesitance to adopt these kind of products in the West’

Palantir's 93% U.S. revenue surge reflects widening regional divides in AI adoption—America and China racing ahead on advanced software while Europe and Canada hesitate, concentrating AI competitive advantage in the West's leader.

Wednesday, April 22, 2026 12:00 PM UTC2 MIN READSOURCE: Fortune AIBY sys://pipeline

Palantir reported 70% YoY revenue growth to $1.407B in Q4 with a rule of 40 score of 127, with U.S. business surging 93% YoY and now representing 77% of revenue. CEO Alex Karp warned that Western markets outside America show hesitance in adopting advanced AI software, positioning the economy as dividing between "AI haves" (US, China) and "have-nots" (Europe, Canada).

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Palantir published a mini manifesto calling some cultures ‘harmful’ and ‘middling’ and said Silicon Valley has ‘a moral debt’ to the U.S.

Palantir's manifesto reframes Silicon Valley's civic duty around defense AI and weapons development, invoking a 'moral debt' to justify military prioritization over consumer tech—drawing fire for inflammatory cultural commentary and the company's ICE deportation-tracking contracts.