C3.ai, Inc.

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C3.ai is an enterprise AI software company providing a platform and pre-built applications that enable organizations to deploy AI for predictive maintenance, fraud detection, supply chain optimization, and generative AI use cases.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($0.35B)

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Subscription (82%)

Professional Services (18%)

Segment Breakdown & Key Customers

Product Details

C3 AI Platform40%

Enterprise AI development and deployment platform for predictive analytics

C3 Generative AI30%

Enterprise generative AI solutions for search, document analysis, and workflows

C3 AI Applications20%

Pre-built AI applications for supply chain, energy, and defense

Supply Chain Relationships

Partners

Microsoft Corporation

C3 AI on Azure marketplace

Impact: High — primary cloud partner

Amazon.com (AWS)

C3 AI on AWS

Impact: Medium

Competitors

Palantir Technologies

Enterprise AI analytics

Impact: Competing in enterprise AI

Macro & Market Context

AI / 클라우드Sector News

하이퍼스케일러 AI 인프라 투자 급증 — 수혜 종목 선별 중요

AI 인프라 투자 (2026E)

$320B

AWS 성장률

+37% YoY

AI 소프트웨어 침투율

18%

GPU 리드타임

6~9개월

Upcoming Catalysts

◆Meta/GOOGL/MSFT/AMZN Q1 실적 (2026.04~05)◆OpenAI GPT-5 출시 영향◆NVIDIA GB300 기반 H200 교체 사이클

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AI Analysis

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Company Info

Headquarters

Redwood City, California, USA

Founded

2009

Employees

1,000+

Website

c3.ai

Sector Overview — AI / 클라우드

Sector News