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Palantir CTO: The AI race is about more than models
Palantir CTO Shyam Sankar tells Maria Bartiromo the US-China AI race extends beyond models to infrastructure, data and strategy.
Editorial companion
What stands out
On Maria Bartiromo's Fox Business short, Palantir CTO Shyam Sankar pushed a simple but underappreciated point: the real AI race is not only about bigger models, it is about the plumbing that makes them useful, namely data, sensors, security and enterprise deployment. For investors, that reframes winners away from pure model vendors toward firms that stitch AI into real-world workflows, a category where Palantir already sells software and services to governments and enterprises. The segment flips the conversation from hype to execution.