Palantir and Lumen Seal Multi‑Year AI Deal for Edge Infrastructure
Early reporting points to a deal worth more than $200 million as Lumen credits Palantir with driving substantial 2025 cost savings.
Overview
- The companies announced an agreement to embed Palantir’s Foundry and AIP software across Lumen’s broadband and edge network to deliver low‑latency enterprise AI.
- Bloomberg reported, citing anonymous sources, that the multi‑year partnership exceeds $200 million in value, a figure not confirmed by the companies.
- Lumen said Palantir’s tools were a material contributor to $350 million in cost reductions this year following an internal deployment that preceded the commercial rollout.
- Lumen shares climbed 17% week over week and reached an 11‑month high on Friday after the partnership news.
- Palantir CEO Alex Karp framed the pact in national‑security terms, calling AI a competitive “arms race” and positioning the integration as strategically significant for real‑time decisioning at the network edge.