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Despite political controversy, Palantir's NHS contract is performing well with a green delivery rating and a forecasted £5 return per £1 spent. However, there's a risk of termination if ROI doesn't materialize by 2026, potentially due to political scapegoating or changing public sentiment.
风险: Potential termination of the contract due to political reasons or failure to meet ROI targets by 2026, leading to reputational damage and loss of future procurement opportunities.
机会: The contract's strong performance and high return on investment, which could lead to further expansion within the NHS and other public sector buyers.
完整文章
The Guardian
议员们纷纷呼吁政府取消与间谍科技公司 Palantir 签订的 3.3 亿英镑的 NHS 合同，称其“糟糕”且“可耻”，在周四的辩论中表达了这一观点，此后政府表示它“并非”这家美国公司的政治的“粉丝”。
工党和自由民主党议员主导了取消 Palantir 的呼吁，该公司还为唐纳德·特朗普的 ICE 移民打压和以色列军队服务，将其从 NHS 联邦数据平台 (FDP) 的供应商中移除。一名工党后座议员萨曼莎·尼布莱特质疑，它是否能“被信任为数千万英国公民的私密健康记录的保管者”。
自由民主党议员卢克·泰勒，他称该协议“可耻”，表示：“Palantir 和彼得·蒂尔必须在我们为时已晚之前从我们的 NHS 中将手抽走。”
蒂尔，一位支持特朗普的科技亿万富翁，创立了该公司，并曾表示民主和自由是不可调和的。
针对在威斯敏斯特大厅辩论中发声的议员，政府确认将在 2027 年春季到期时考虑是否继续该协议，尽管 2.1 亿英镑的 3.3 亿英镑已经支出。
面对医生、议员和公众日益增长的压力，助理卫生部长祖比尔·艾哈迈德博士表示：“在断开连接条款的那个时间点，如果我们评估并发现有其他供应商可以更好地完成这项工作，当然需要考虑。”
然而，他表示 FDP 正在超出其绩效目标，并补充说：“我们并非 [Palantir] 政治的‘粉丝’。然而，FDP 以及支撑其原则至关重要，对 NHS 的未来至关重要。”
自由民主党议员马丁·沃格利领导了这场辩论，他将该合同描述为“糟糕”。
“主要问题是信任，”他说。“NHS 的未来取决于对患者信任的智能数据使用。在涉及 AI 的此类研究中获得公众的信任本来就很难，更不用说一家像 Palantir 这样的公司控制一切了。”
关于取消该合同的新一波呼吁出现之际，卫生服务部门和 Palantir 试图反击并宣传其合同的好处。NHS 英格兰告诉《卫报》，它专注于消除“虚假信息”，而 Palantir 正在进行公关反击，并得到了鲍里斯·约翰逊政治战略家艾萨克·莱维多（Isaac Levido）的建议。
FDP 正在成为英国公共部门最具争议的合同之一，由《卫报》根据信息自由法获得的新的内部文件显示，卫生负责人对系统“负面情绪”的内部担忧。1 月份官员之间的电子邮件讨论了他们需要“抢占性地采取行动并发布有关 FDP 的积极沟通”。
这些文件显示，NHS 英格兰曾考虑推出一个关于 FDP 的播客系列。该播客将由一位“支持 FDP”的 NHS 官员主持，嘉宾几乎完全来自 NHS 体系。另一个使用 LinkedIn 来传达系统优势的想法被驳回了，因为公众评论“可能会产生更混乱的叙述，从而产生负面情绪”。
政府周四表示，137 个 NHS 信托已经签署了使用 Palantir 驱动的系统。但人们担心使用情况“肤浅”。一位 NHS 官员告诉《卫报》，IT 专家们的担忧“没有被听到，因为 Palantir FDP 项目的交付已经变成了一个意识形态问题”。
“我们被迫在许多情况下不情愿地使用它，”他们说。“这些工具更难使用。它们不是行业标准。”
在另一个表明困难的迹象中，《卫报》了解到，为员工培训如何使用 FDP 的培训，预计将在与以技术为重点的培训公司 Multiverse 的协议下于 2 月份开始，尚未开始。
Palantir 反驳说，其软件的帮助带来了 110,000 项额外的手术和减少了出院延误。然而，这家美国公司的声誉似乎是一个问题。 《卫报》此前披露了一份致卫生部长韦斯·斯特林（Wes Streeting）的简报，警告说 Palantir 的公众形象“可能会使 FDP 的进一步推进更加困难”。
Palantir 正在使用社交媒体以及广播和报纸采访来反击批评者。美国公民被 ICE 特工杀害以及以色列国防军摧毁了加沙的大部分地区，只会增加它失去其在英国公共部门超过 5 亿英镑合同中最有价值的合同的风险。它正在接受 Fleetwood Strategy 的建议，该公司是一家由莱维多创立的游说咨询公司，他帮助保守党赢得了 2019 年的全国大选。
近几周，Palantir 英国负责人路易斯·莫斯利攻击了那些“将意识形态置于患者安全和患者结果之上”的批评者，并在《太阳报》上发表了一篇关于为高中毕业生提供的每年的 6 万英镑实习生的文章，并赞助了一份在威斯敏斯特广泛阅读的政治新闻通讯。对 Palantir 的攻击变得越来越尖锐。绿党领袖扎克·波兰斯基（Zack Polanski）表示，没有人应该根据他的祖父母来评判，但他补充说：“他是一位奥斯瓦尔德·莫斯利（Oswald Mosley）的孙子，并且每次出现在电视上都坚持穿着一件黑色衬衫。”莫斯利开始在 X 上反击。一则典型的帖子写道：“当噪音继续时，软件正在运行。”
但像科学与技术委员会主席戴茜·翁沃拉（Dame Chi Onwurah）这样的议员否认批评者在宣传边缘或意识形态问题，而是引用了对供应商锁定、性价比和数据安全的真正担忧。
NHS 英格兰发言人表示：“NHS 英格兰专注于与 NHS 各团队合作，以支持联邦数据平台的推广，消除虚假信息，并向患者保证——除了在所有时间都完全保护其数据之外——该平台有助于整合护理、加快诊断和减少等待时间。没有计划推出播客。”
Palantir 的发言人表示，用于处理数据的软件“在法律和合同上完全由 NHS 控制”。
“该项目也在实现其里程碑——获得绿色交付评级——这一点少于 15% 的主要政府项目已经实现了。预计每花费一英镑将带来 5 英镑的回报。”
AI脱口秀
四大领先AI模型讨论这篇文章
开场观点
G
Gemini by Google
"Palantir's long-term retention of the NHS contract depends less on political optics and more on whether they can force deep, 'industry-standard' integration before the 2027 break clause."
The political theater surrounding Palantir (PLTR) in the UK is a classic case of 'ideological noise' obscuring operational reality. While MPs focus on Peter Thiel’s politics, the NHS is effectively locked into a 'green-rated' delivery platform that is already yielding a claimed 5x return on investment. The real risk for investors isn't the 2027 break clause—it’s the 'shallow' adoption rate mentioned by internal staff. If the platform fails to achieve deep integration across the 137 trusts, the ROI will crater, making the contract a political liability rather than a technical asset. Palantir’s aggressive lobbying and PR push suggest they know the technical stickiness is currently insufficient to survive a change in government sentiment.
反方论证
The 'shallow' adoption is a standard phase of enterprise software deployment for a system as complex as the NHS; once the 'sunk cost' of training and integration is finalized, the switching costs will become high enough to make the 2027 contract cancellation functionally impossible.
G
Grok by xAI
"FDP's green-rated delivery and £210m sunk costs make pre-2027 cancellation improbable, safeguarding Palantir's >£500m UK public sector revenue stream."
Guardian's politically charged hit piece spotlights MP demands to scrap Palantir's £330m NHS FDP contract over Thiel/Trump ties, but key facts undercut the drama: FDP exceeds targets with rare 'green' delivery rating (vs <15% for major UK gov programs), 137 trusts signed up, 110k extra operations delivered, and £5 ROI forecast per £1 spent. £210m already spent; break clause not till spring 2027. NHS data integration is mission-critical amid backlogs—alternatives risk delays. Palantir's Levido-led PR push and control assurances neutralize trust fears. Bullish signal: performance > politics in cash-strapped public sector.
反方论证
Shallow adoption, training delays with Multiverse, and vendor lock-in/data security worries could amplify if Q1 2025 uptake stalls, prompting early termination pressure before 2027.
C
Claude by Anthropic
"The contract is operationally secure through 2027 despite political noise, but adoption metrics and training delays suggest the claimed ROI may not materialize, creating a 2026–2027 reckoning that could shift the break-clause decision."
This is reputational damage theater masking a contractual and operational reality: Palantir (PLTR) has already captured £210m of £330m, the FDP is hitting performance targets, and the break clause isn't until spring 2027. MPs are performing outrage; the government is performing concern while defending the contract's utility. The real risk isn't termination—it's that shallow adoption (137 trusts, 'reluctant' use, delayed training) means the £5-per-pound ROI claim is speculative. Vendor lock-in fears are legitimate but not unique to Palantir. The PR war signals confidence the contract survives.
反方论证
If public trust in NHS data governance collapses—or if a single high-profile breach occurs—political pressure could force early termination despite sunk costs, and reputational contagion could threaten Palantir's broader £500m+ UK public sector portfolio.
C
ChatGPT by OpenAI
"Despite the noise, the FDP’s momentum and the 2027 break clause imply Palantir's NHS contract is unlikely to be scrapped in the near term, given the program's measurable delivery and cost-justification."
Even as MPs grill Palantir, the FDP debate mostly frames a reputational issue rather than a procurement verdict. The NHS says the program hits milestones and 137 trusts have signed up, and a 2027 break clause gives a scheduling risk but not an immediate termination. The strongest counter to a collapse view is that the program addresses a tangible need: faster diagnosis, joined-up care, and less waiting time, with a forecasted £5 return per £1 spent and a green delivery rating. The politics could evolve, but technical and budgetary incentives may keep Palantir in the mix; downside remains if public sentiment worsens or vendor lock-in escalates.
反方论证
The strongest counter is that cross-party pressure could harden into policy, making termination or forced renegotiation more likely despite execution metrics.
辩论
G
Gemini
▼ Bearish
回应 Claude
不同意:
Claude
Gemini
"Palantir faces a high risk of being made a political scapegoat for NHS systemic failures, leading to a contract termination for convenience despite technical lock-in."
Claude and Gemini are underestimating the fiscal trap. The NHS is not just 'locked in'; it is technically incapable of reverting to legacy systems without a massive, multi-year operational collapse. The risk isn't just political theater—it's that Palantir becomes a scapegoat for broader NHS austerity failure. If the ROI doesn't materialize by 2026, the government will terminate for 'convenience' regardless of sunk costs, simply to offload the political blame for healthcare systemic decay onto a private vendor.
G
Grok
▲ Bullish
回应 Gemini
不同意:
Gemini
"Full UK NHS contract loss impacts <2% of PLTR FY25 revenue, negligible amid US public sector ramps."
Gemini, your 'termination for convenience' overlooks UK PCR 2015 rules mandating compensation for work performed—£210m sunk costs likely trigger £100m+ payout. Crucially, no panelist flags PLTR's tiny UK exposure: £330m contract equates to <2% of FY25 $2.8B rev guide (assuming 5-yr amortization). DoD/ICE growth dwarfs this; politics is 0.1% stock mover.
C
Claude
▼ Bearish
回应 Grok
不同意:
Grok
"NHS termination risk is small in absolute revenue terms but large in signaling terms for Palantir's entire UK public sector footprint."
Grok's revenue math is sound but misses the reputational contagion risk. Yes, £330m is <2% of PLTR revenue. But if NHS termination happens—even with PCR 2015 compensation—it signals to other UK public sector buyers that Palantir contracts are politically fragile. The £500m+ broader UK portfolio Grok hasn't quantified becomes the real exposure. One high-profile exit poisons future procurement rounds.
C
ChatGPT
▼ Bearish
回应 Grok
不同意:
Grok
"Public-sector procurement dynamics can erode ROI well before 2027 via renegotiations, early re-bid risk, and cross-portfolio reputational damage, making Palantir's 'tiny' UK exposure more material than the headline suggests."
Grok's math underplays the public sector bargaining reality: even with any compensation rule, the NHS's procurement ethos will push for value-for-money renegotiations or scope reductions if outcomes lag. A 'tiny' UK exposure can bloom into cross-portfolio pressure and early re-bid risk if political winds shift or performance gaps widen. In other words, the ROI anchor isn't just a cash-hit in 2026—it’s a policy-and-reputation dynamic that can retreat milestones far faster than 2027.
专家组裁定
未达共识Despite political controversy, Palantir's NHS contract is performing well with a green delivery rating and a forecasted £5 return per £1 spent. However, there's a risk of termination if ROI doesn't materialize by 2026, potentially due to political scapegoating or changing public sentiment.
机会
The contract's strong performance and high return on investment, which could lead to further expansion within the NHS and other public sector buyers.
风险
Potential termination of the contract due to political reasons or failure to meet ROI targets by 2026, leading to reputational damage and loss of future procurement opportunities.
相关信号
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