ServiceNow and Palantir are both AI software giants targeting governments and enterprises, but their growth paths couldn’t be more different—especially when you look at U.S. commercial revenue. ServiceNow, the seasoned player, is steadily adding AI features to its existing workflow tools, hitting $1B in AI contracts but growing at a mid-20s pace. Palantir, meanwhile, is exploding with triple-digit U.S. commercial growth as its AI Platform reshapes enterprise software—making this one metric the key to understanding why their futures diverge so sharply.
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