# data center revenue — X 热门讨论 (2026-10-02 03:20 UTC)
## @edwardirby (Edward Irby) · 10-01 16:25 · ♥34 ↻8 💬12 Building a Reliable Background Agent Without a Frontier Model https://x.com/edwardirby/status/2105695667486355848
## @Bearlovesbull (Bearlovesbull) · 10-01 23:59 · ♥48 ↻3 💬1 🚨 $PLTR x ARMADA: PALANTIR IS TAKING SOVEREIGN AI BEYOND THE TRADITIONAL DATA CENTER.
Good evening, everyone. Another interesting partnership from Palantir today.
$PLTR just announced a partnership with Armada to bring its Sovereign AI Operating System into modular data centers that governments and enterprises can actually own and control.
Now, here's what caught my attention. Armada builds modular AI data centers called Galleons.
These can be deployed closer to where electricity is already available, with the companies targeting deployment in months rather than waiting years for traditional infrastructure.
Palantir brings AIP, Foundry, Ontology and Apollo. Armada brings the physical infrastructure, computing environment and distributed network connecting those sites.
Customers can run open-weight AI models, fine tune them using their own proprietary data and operate everything without depending on an external cloud.
These systems can even operate completely disconnected from outside networks when required.
Think about defense installations, remote industrial facilities, government agencies and organizations handling extremely sensitive information.
They might want powerful AI, but they certainly don't want their most valuable data leaving their own infrastructure.
Palantir already announced its sovereign AI reference architecture with $NVDA in March and its sovereign AI infrastructure partnership with $NBIS in September. Now Armada adds modular, physically deployable infrastructure to that strategy.
Palantir is trying to become the software layer that operates AI regardless of where the computing infrastructure sits.
If customers increasingly demand AI infrastructure they control themselves, Palantir has another route to distribute its software into those environments.
Of course, this partnership isn't a disclosed revenue contract and actual deployments will determine its financial contribution.
But I really like the direction here.
The opportunity is no longer limited to companies building massive AI campuses. It also includes organizations that want AI running on their own hardware, under their own rules, wherever they operate. https://x.com/Bearlovesbull/status/2105809949703954508
## @rdd147 (Roger) · 10-01 03:18 · ♥30 ↻1 💬8 $ORCL recovers $7 billion of $50 billion of its revenue lost in NM and WI one year data center delays. It’s something positive at least. Praise be to Xi 🇨🇳 > 引用 @FirstSquawk: FT: Tencent-Oracle deal worth about $7bn, with around 30% paid upfront https://x.com/rdd147/status/2105497625462231179