🧠 Food for thought

Implications, context, and why it matters.

This partnership fuels LG CNS’s shift toward AI

• AI and cloud drove LG CNS in 2024, making up 58.5% of total sales, with revenue at 3.59 trillion won 1.
• LG CNS wants to lead Korea’s AI Transformation (AX) market, with global tech alliances that broaden its reach 1.
• Palantir is building out its South Korea push after a multi-year deal worth hundreds of millions of dollars with industrial giant HD Hyundai, a source familiar with the terms said 2.
• CEO Alex Karp calls South Korea “one of the most innovative markets in the world,” and says selective overseas partnerships support Palantir’s long-term growth plan 2.

Palantir’s playbook challenges traditional IT services

• LG CNS will set up a dedicated Forward Deployed Engineering (FDE) team, an embedded engineering group that works closely with clients to deploy and adapt software, for Palantir’s platforms 3.
• This model leans on software platforms instead of service-heavy integration work, tracking with Palantir’s 137% year-over-year growth in U.S. commercial revenue in Q4 2025 4.
• Karp takes a swipe at the alternative, relying on “legions of well-credentialed consultants with their presentations and wise counsel” 4.
• Momentum here could lead more industrial giants to skip long custom builds, then license foundational AI operating systems and use IT services partners for tailoring.