Zeta Global Eyes AI Infrastructure Shift as Palantir Integration Nears

Zeta Global said it is shifting beyond marketing technology and positioning itself as an AI infrastructure and business intelligence platform, with new partnerships from Palantir, OpenAI and Snowflake supporting that strategy.

The company expects to complete the first phase of its Palantir integration within 30 to 40 days, moving Data Cloud clients onto Foundry and aiming to secure at least one joint enterprise customer this quarter.

Executives highlighted Athena as a key interface for AI-driven workflows and pointed to a major Gap win as evidence the platform shift is gaining traction, while saying the Palantir deal should be additive to future margins.

Zeta Global NYSE: ZETA executives said the company is moving beyond its core marketing technology positioning and toward what they described as an AI infrastructure and business intelligence platform, supported by recently announced partnerships with Palantir, OpenAI and Snowflake.

Speaking during a webcast discussion hosted by Ron Josey, Co-Founder, Chairman and CEO David Steinberg and CFO Christopher Greiner did not provide an update on second-quarter trends, with Josey noting that Zeta was entering its quiet period. The discussion focused instead on Zeta’s product strategy, partnerships and longer-term positioning.

Steinberg said Zeta expects to complete the first phase of its Palantir integration within “30 to 40 days,” with existing Data Cloud clients moving onto Palantir’s Foundry platform. He said the migration should be seamless for clients and is expected to improve the speed of inte...