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Palantir Hits 'Rule of 145' as Big Five Report $540B Combined Quarterly Revenue and Commit $700B to 2026 AI Capex
Palantir achieved a Rule of 40 score of 145% (growth + profitability) with RPO surging 134% to $4.45B, matching only Nvidia historically. Meanwhile, five of the seven largest tech companies reported simultaneously: $540B combined quarterly revenue and $700B in 2026 AI capex commitments. Google's cloud backlog doubled to $462B, exceeding Alphabet's entire 2025 revenue. This is the most aggressive capital deployment quarter in American capitalism — incumbents matching startup-level risk-taking.
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