AI
Guest preview — showing qualitative direction only.
AI Analysis Summary
C3.ai (AI) operates in Layer 6: Foundation Models & AI Services, in the Model As Service sub-sector. With a $4.0B market cap and 90% AI-derived revenue, it sits in the midstream tier of the AI supply chain.
The current composite signal is neutral with none conviction, driven primarily by weekly factors.
Learn more about our signal methodology. View Signal History →
Analysis as of Apr 11, 2026 07:02 UTC (quarterly run). Live data.
Data Trust
Quality grade A · Score 1.00 · Updated Apr 11, 2026 07:02 UTC (0.1h ago)
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Signal Snapshot
Current model view is neutral with none conviction. Based on the latest quarterly run.
Primary driver appears to be weekly factors for this ticker.
Latest Recommendation (Guest Preview)
Low bullish on C3.ai (Foundation Models & AI Services, 90% AI revenue). Signal: +0.15.
Supply Chain Position
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Portfolio Position
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Bottleneck Exposure (Guest Preview)
No active bottleneck exposure is currently flagged for this ticker.
Fundamentals & Characteristics
- Market Cap
- $4,000M (4.0B)
- Avg Daily Volume
- $80.0M
- AI Revenue %
- 90%
- Liquid Options
- Yes
- Layer
- 6 — Foundation Models & AI Services
- Sub-Sector
- Model As Service
- Mega Cap
- No
Latest Signal Snapshot
Full multi-run history, trend charts, and component-level changes available after sign-in.
Key Facts About AI
- Company: C3.ai
- Supply Chain Position: Foundation Models & AI Services (Layer 6 of 10)
- Market Cap: $4.0B
- AI Revenue: 90%
- Sub-sector: Model As Service
- Tier: Midstream
- Supply Chain Partners: 0 companies
AI FAQ
What does C3.ai do in AI?
C3.ai (AI) operates in the Foundation Models & AI Services layer of the AI supply chain, in the Model As Service sub-sector.
Is AI a buy or sell?
Full signal analysis for AI is available after sign-in at Early Signal. Our quantitative model analyzes momentum, sentiment, earnings, and supply chain factors.
What AI supply chain layer is AI in?
AI is in Layer 6: Foundation Models & AI Services. Early Signal's 10-layer taxonomy traces the AI value chain from raw materials (Layer 0) through semiconductor manufacturing, chips, infrastructure, cloud platforms, AI tools, foundation models, applications, AI-enabled transformation, to secondary beneficiaries (Layer 9). Learn more on the methodology page.
What is C3.ai's AI revenue exposure?
C3.ai derives approximately 90% of its revenue from AI-related activities. It has a market capitalization of $4.0B and sits in the midstream tier of the AI supply chain.
Who are AI's AI supply chain partners?
AI does not have mapped upstream or downstream supply chain relationships in the current AI ecosystem model.