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Palantir Warns Against DeepSeek AI, Projects Strong 2025 Revenue

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Palantir has advised its clients, particularly those in the U.S. government, against using AI models developed by Chinese startup DeepSeek, citing security concerns. Chief Revenue Officer Ryan Taylor stated that no U.S. government entity would be able to use DeepSeek’s technology. His comments follow reports that federal agencies, including NASA, have banned the use of DeepSeek’s AI.

Despite these concerns, Palantir reported strong financial projections, forecasting first-quarter and full-year revenue above Wall Street expectations. The company expects 2025 revenue to range between $3.74 billion and $3.76 billion, surpassing analysts’ estimates of $3.52 billion. This optimistic outlook drove Palantir’s stock up 22% in extended trading.

More than 40% of Palantir’s fourth-quarter sales came from the U.S. government, reflecting its deep ties to federal agencies. Analyst Gil Luria noted that Palantir’s strategic vision aligns well with current government priorities. However, the company is actively expanding its commercial sector presence, projecting a 54% increase in U.S. business revenue to over $1.8 billion in 2025.

Palantir’s AI platform, AIP, has gained traction as businesses seek to deploy generative AI for testing, debugging, and scenario analysis. Additionally, Taylor suggested that the expanded tariffs announced by former President Trump could boost demand for Palantir’s supply-chain and logistics analytics.

For the fourth quarter, Palantir reported adjusted earnings of 14 cents per share, beating analysts’ expectations of 11 cents. It also forecast first-quarter revenue between $858 million and $862 million, well above the estimated $799.4 million.

 

Mitsubishi Heavy Sees Strong Gas Turbine Demand Despite AI Advances

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Mitsubishi Heavy Industries (MHI) expects continued strong demand for gas turbines, even if data centers require less electricity due to more efficient AI models such as China’s DeepSeek. Chief Financial Officer Hisato Kozawa stated that while DeepSeek’s performance remains unproven, it does not alter the broader trend of rising global power consumption.

Kozawa also noted that last week’s market sell-off, driven by DeepSeek’s emergence, led to MHI being traded as an AI-related stock for the first time, a development he found notable.

On Tuesday, MHI reported record third-quarter earnings and raised its annual profit forecast for the financial year ending in March. The company now expects a net profit of 240 billion yen ($1.55 billion), an increase of over 8% from its previous guidance, driven by strong gas turbine sales for power plants.

MHI’s stock has more than doubled in the past year, supported by growing demand for jets, naval ships, and missiles amid Japan’s defense expansion. However, its shares closed at 2,218 yen on Tuesday, down 0.6% from the previous day, while the Nikkei 225 index rose by 0.7%.

 

Japan’s METI Says DeepSeek’s Impact on Energy Demand is Hard to Predict

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Japan’s Ministry of Economy, Trade, and Industry (METI) has stated that it is currently difficult to predict the potential impact of DeepSeek, a Chinese AI startup, on electricity demand. While there is a prevailing view that the growth of data centers could lead to increased power consumption, METI highlighted the complexities involved in determining how emerging technologies like DeepSeek will influence future energy requirements.

In December, the Japanese government released a draft of its updated basic energy plan, a policy document reviewed every three years. The plan projected a 10-20% rise in electricity generation by 2040, driven in part by the growing use of AI technologies. However, the advent of DeepSeek, which is rumored to consume less power compared to its competitors, has led analysts to debate whether electricity demand will rise or decrease. While some suggest that DeepSeek’s efficiency could lower demand, others believe that as the technology becomes more accessible and widespread, its adoption may ultimately increase power consumption.

METI explained that the relationship between AI and energy demand is influenced by numerous factors, including improvements in AI performance, cost reductions, and the development of energy-efficient technologies. As such, it remains challenging to predict how specific technologies like DeepSeek will affect Japan’s future energy needs.

The ministry emphasized that Japan’s economic growth and industrial competitiveness will be closely tied to these evolving dynamics, underscoring the importance of considering various technological, economic, and energy-related variables when forecasting demand.