Rackspace Technology (NASDAQ: RXT) absolutely crushed it yesterday.

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Check out this chart …

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Rackspace shareholders were rewarded after the company announced that it landed a strategic collaboration with Palantir Technologies (NASDAQ: PLTR) aimed at operationalizing Palantir’s software platforms for enterprise customers at scale. 

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The emphasis here is squarely on taking AI out of the lab and into production with consistent governance, security controls, compliance, and managed operations. 

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Here’s what the companies laid out:

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  • Rackspace will provide the infrastructure, implementation, data migration, hosting, and ongoing managed operations for Palantir’s platforms.

  • The goal is to dramatically shorten AI deployment timelines from years or many months down to weeks or months.

  • Initial deployment support is backed by 30 Palantir-trained engineers, with plans to expand that team to 250 within 12 months.

  • Rackspace will also run Foundry and AIP in private cloud and UK sovereign data centers: a critical requirement for regulated and data sovereignty-sensitive industries.

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In essence, Rackspace now becomes Palantir’s operational arm in production, giving enterprises a turnkey, governed path to real AI value rather than random pilot projects.

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To be sure, this new alliance is a big deal because it addresses one of the biggest AI adoption bottlenecks: execution in production environments with governance and compliance baked in.

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If enterprises are truly going to move from AI pilots to AI that drives measurable business results, partnerships like this one (that marries platform strength with operational rigor) will define the winners.

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Worth noting: several other public companies could plausibly land deals similar to Rackspace’s partnership with Palantir – meaning partnerships in which they become managed infrastructure and integration partners for large enterprise AI platforms. 

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This is a real, actionable theme in enterprise AI adoption: companies with cloud, security, and managed services capabilities help customers operationalize complex AI stacks at scale.

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Here are a few public companies with profiles similar enough to Rackspace that could potentially win comparable deals this year:

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Accenture (NYSE: ACN)

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  • Why it’s similar: Global leader in IT consulting and systems integration with major AI and cloud practices.

  • Has existing partnerships with AWS, Microsoft, Google Cloud, and major AI vendors.

  • Strong skills in operationalizing enterprise AI across regulated industries (financial services, healthcare, government).

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Cognizant Technology Solutions (Nasdaq: CTSH)

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  • Why it’s similar: IT services firm focused on digital transformation, cloud, data engineering, and AI deployment.

  • Works with Fortune 500 firms to integrate new tech into production environments.

  • Strong presence in heavily regulated sectors.

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DXC Technology (NYSE: DXC)

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  • Why it’s similar: Has deep managed infrastructure and enterprise IT outsourcing business.

  • Deals with complex legacy migrations and cloud modernization.

  • Could position itself as a deployed AI operations partner for large enterprise stacks.

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Wipro (NYSE: WIT) and Infosys (NYSE: INFY)

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  • Why they’re similar: Both are global IT services and consulting firms with growing AI/automation practices.

  • They already resell and integrate major cloud/AI platforms and could extend that into Palantir-style operational partnerships.

  • Strong in offshore delivery + managed services economics.

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Fastly (NYSE: FSLY)

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  • Edge cloud platform with developer-friendly infrastructure tools.

  • Could anchor AI deployment at the edge and link with operational partners.

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Akamai Technologies (NASDAQ: AKAM)

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  • Edge compute + security + content delivery network (CDN).

  • Already moving into cloud compute and AI delivery optimization.

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DigitalOcean (NYSE: DOCN)

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  • A developer-centric cloud platform with simplicity and predictable billing.

  • Could partner with AI software vendors targeting SMBs and mid-market.

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Cloudflare (NYSE: NET)

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  • Security + edge compute + API ecosystem.

  • High profile with developers and enterprises. Could bundle AI operational tooling.

To be sure, FSLY, AKAM, DOCN, and NET have some of the ingredients (infrastructure, security, dev tools), but would need to build or partner on governance, compliance, and integration services to match what Rackspace is doing with Palantir.

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Of course, none of these are guaranteed. Execution, sales cycles, existing relationships, and integration capability will ultimately determine the winners. But the enterprise AI managed deployment playbook that Rackspace just illustrated is a repeatable theme, and several public companies could land similar partnerships in 2026.

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Certainly, we’ll keep you in the loop as more develops.

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