Question 1

What percentage of C3.ai's revenue comes from AI?

Accepted Answer

C3.ai derives approximately 99.5% of its revenue from AI-related products and services, representing $356.9M in annual AI revenue out of $358.7M total. This estimate has "Reported" confidence — ai revenue explicitly disclosed in sec filings.

Question 2

What is C3.ai's AI Fair Value?

Accepted Answer

C3.ai's AI Fair Value is $1.2B, ranking it #85 among publicly traded companies in the AI supply chain. AI Fair Value is calculated as Market Cap × AI Revenue %, representing what a company's AI business would be worth as a standalone entity.

Question 3

How has C3.ai's AI revenue changed recently?

Accepted Answer

C3.ai's AI revenue percentage stayed flat from 100.0% to 100.0% (0.0pp) between Q3 2025 and Q4 2025. Over the last 12 quarters tracked, AI revenue has remained stable.

Question 4

How does C3.ai compare to peers in AI Frameworks?

Accepted Answer

C3.ai's AI revenue percentage of 99.5% is above the AI Frameworks layer average of 54.1%. Among 5 ranked peers, C3.ai has the highest AI revenue concentration.

Question 5

Where does C3.ai sit in the AI supply chain?

Accepted Answer

C3.ai operates in the AI Frameworks & Models layer (Layer 7 of 9) of the AI supply chain. Companies building foundation models, training frameworks, and core AI research. Many are still private. Key AI products include C3 Generative AI, C3 AI Platform, C3 AI Applications.

Question 6

How reliable is C3.ai's AI revenue estimate?

Accepted Answer

C3.ai's AI revenue data has a "Reported" confidence tier. AI revenue explicitly disclosed in SEC filings. Source: SEC Filing Analysis.

C3.ai

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