Palantir Technologies' (PLTR) partnership with Zeta Global (ZETA) is validating another enterprise AI opportunity, Wedbush said in a report Tuesday.
Earlier, the companies said they are partnering to build the enterprise AI infrastructure layer that connects operational intelligence, customer intelligence, and marketing execution.
This partnership pairs Palantir's Foundry with Zeta's Data Cloud to be rearchitected on Foundry with Athena, Zeta's AI-powered intelligence layer, to process enterprise data and support marketing decisions, the report said.
"With Zeta Cloud now leveraging Foundry, customers will have a trusted path from governed enterprise data to real-time decisions and measurable marketing outcomes," the note said.
This partnership is expected to drive more than $100 million in revenue for Zeta over multiple years, the report said.
Wedbush kept its outperform rating on Palantir.
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