212 AI Monetization – AI Services = Palantir USA Commercial Customers +65% to 432 Y/Y Palantir USA Commercial Customers – Q1:23-Q1:25, per Palantir Source: Palantir We achieved a $1 billion annual run rate in our US commercial business for the first time as AIP [Artificial Intelligence Platform] continues to drive both new customer conversions and existing customer expansions in the US.. - Palantir CFO David Glazer , 5/25 Palantir USA Commercial Customers Palantir USA Commercial Customers As AI models progress and improve, we continue enabling our customers to maximally leverage these models in production, capitalizing upon the rich context within the enterprise through the Ontology. We remain differentiated in our elite execution to deliver quantified exceptionalism for our customers, ever widening their advantage over the AI have-nots. - Palantir CRO & Chief Legal Officer Ryan Taylor, 5/25 AI – Tech Incumbents = Rapid Revenue + Customer Growth 0 250 500 Q1:23 Q1:24 Q1:25