On Thursday, October 23, 2025, Lumen Technologies announced a multi‑year, multi‑million‑dollar partnership with data‑analytics firm Palantir Technologies. The deal will see Lumen invest more than $200 million in Palantir’s Foundry and Artificial Intelligence Platform (AIP) over several years. The partnership aims to combine Palantir’s AI software with Lumen’s Connectivity Fabric to help enterprises deploy AI more quickly and securely.
The collaboration is a key component of Lumen’s strategy to transform from a legacy telecom into a digital network services provider. By integrating Palantir’s AI capabilities, Lumen can accelerate the delivery of its high‑margin "Grow" segment and support its $1 billion cost‑takeout plan. The partnership also positions Lumen to capture the growing AI‑first enterprise market, which the company estimates could add $15 billion in new total addressable market.
For investors, the $200 million investment signals Lumen’s commitment to the AI economy and will drive future revenue growth from new AI‑enabled services. The partnership will generate cost efficiencies and enhance Lumen’s competitive edge against larger telecom peers. The deal aligns with Lumen’s recent financial results, where the "Grow" segment grew 7.3% and the company is already ahead of its cost‑reduction target.
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