International Business Machines vs Palantir: AI supply-chain exposure compared
Palantir carries the heavier AI-chain exposure (International Business Machines 38/100 vs Palantir 40/100). They share 2 parts of the chain — including Enterprise knowledge assistant, Agent workflow. Each owns 0 binding nodes.
Based on 3 mapped exposures for International Business Machines and 3 for Palantir.
International Business MachinesIBM · Diversified- Chain weight
- 38/100
- Parts exposed
- 3
- Layers spanned
- 2
- Bottlenecks owned
- 0
PalantirPLTR · Applications- Chain weight
- 40/100
- Parts exposed
- 3
- Layers spanned
- 2
- Bottlenecks owned
- 0
Where they overlap
Only International Business Machines
Only Palantir
Frequently asked
Is International Business Machines or Palantir more exposed to the AI supply chain?
Palantir, on the model's chain-weight (International Business Machines 38/100 vs Palantir 40/100).
What do International Business Machines and Palantir have in common in the AI chain?
Both are exposed to Enterprise knowledge assistant, Agent workflow.
How is this International Business Machines vs Palantir comparison made?
From THE ENTITY's model of the AI value chain — each company's exposures to the parts of the chain, weighted by how central those parts are and its role. Structural, not a price target.
A structural comparison from our model of the AI value chain — illustrative, not investment advice.