November 4, 2025 · 24-Hour AI Briefing: Palantir’s Earnings Boom, Microsoft Partners with Lambda, Alibaba’s Qwen Triumphs, and AI Healthcare Surges Again
In the past 24 hours, the AI industry has seen another wave of major developments — from financial results to infrastructure alliances and model competitions. Key highlights include Palantir’s explosive profitability, Microsoft’s multi-billion partnership with Lambda, Alibaba’s Qwen defeating GPT-5 in real-time trading, and a new funding milestone for AI in healthcare.
1. Palantir Q3 Revenue Hits $1.18 Billion, Up 63% Year-Over-Year
Palantir reported Q3 2025 revenue of $1.18 billion, up 63% from a year earlier, with net income surging to $475.6 million. The company raised its full-year revenue forecast to $4.4 billion (up from $4.14–4.15 billion) and lifted free cash-flow guidance to $1.9–2.1 billion.
U.S. commercial revenue soared 121% to $397 million, while total contract value tripled YoY to $1.31 billion. U.S. government business grew 52% to $486 million — slightly above expectations.
Commentary:
The rapid adoption of AIP and steady U.S. government demand are turning Palantir into a rare dual-engine powerhouse of “AI infrastructure + national security.”
The firm has successfully transitioned from a government-reliant model to a high-growth, high-margin commercial business with sustainable scalability.
A net income of $475 million and free cash flow forecast of $1.9–2.1 billion signal that Palantir has entered a true profitability cycle.
However, its valuation remains extremely high — the key question is how long this growth can last.
2. Microsoft and Lambda Sign Multi-Billion-Dollar AI Compute Partnership
AI infrastructure startup Lambda announced a multi-billion-dollar deal with Microsoft to jointly build and deploy NVIDIA GPU-powered compute clusters — including the latest GB300 NVL72 systems — to strengthen the cloud giant’s AI backbone.
Commentary:
Lambda, once focused on AI HPC and GPU rental for researchers and startups, has now been elevated to a first-tier AI infrastructure partner within the “super-compute alliance.”
With GB300 NVL72, Lambda is evolving from a GPU leasing service into a strategic back-end player for cloud titans.
Still, with AWS, Google, Meta, CoreWeave, and Nebius all competing fiercely, Lambda’s massive capital commitment comes with high execution risk — and its return on investment remains uncertain.
3. Alibaba’s Qwen Wins “Alpha Arena” with 22.32% Return, Beating GPT-5
The real-time AI investment tournament “Alpha Arena” has concluded. Participants included Qwen3-Max, DeepSeek v3.1, GPT-5, Gemini 2.5 Pro, Claude Sonnet 4.5, and Grok 4.
Each model started with $10,000 in capital and traded for 17 days. Alibaba’s Qwen won with a 22.32% profit, while GPT-5 suffered a 62% loss — placing last.
Commentary:
Qwen’s victory underscores its superior real-time data analysis, risk management, and execution capabilities.
GPT-5’s heavy loss reveals its weakness in adapting to live market conditions and dynamic strategy optimization.
However, the short 17-day duration and small fund size mean the contest remains experimental and may not represent long-term performance.
4. Hippocratic AI Raises $126 Million at a $3.5 Billion Valuation
Generative AI healthcare startup Hippocratic AI announced a $126 million funding round, raising its valuation to $3.5 billion. The round was led by Avenir Growth, with participation from CapitalG, General Catalyst, and others.
Commentary:
This round confirms that the “AI + Healthcare” narrative remains strong.
Hippocratic AI’s flagship product, a “clinically safe AI agent,” targets workforce shortages and patient access issues worldwide.
Its agentic AI approach could dramatically boost efficiency in strained health systems.
However, strict regulations and costly market expansions remain major hurdles for scaling globally.
Conclusion: The AI Frontier Keeps Expanding
From Palantir’s commercial breakthrough to Microsoft’s infrastructure partnership, Alibaba’s Qwen victory, and Hippocratic AI’s health-tech momentum — the AI industry is clearly shifting toward a fusion of compute, capital, and real-world applications.
In the short term, growth is fueled by money and momentum; in the long term, only those who deliver sustainable innovation will stand tall.
For more frontier AI insights and tech trends, visit:
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