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C3 AI: The Enterprise AI Platform Connecting Models, Data & Applications

EPISODE · Dec 23, 2025 · 12 MIN

C3 AI: The Enterprise AI Platform Connecting Models, Data & Applications

from WTR Small-Cap Spotlight

Send us Fan MailIn our latest WTR Flashcast, host Tim Gerdeman and technology analyst James Kisner break down Water Tower Research's initiation of coverage on C3 AI (NYSE: AI). They explore how C3 serves as an "enterprise AI operating layer" that sits above cloud providers and foundation models, helping large organizations connect AI capabilities to their internal data and workflows. The discussion covers C3's recent financial reset and leadership transition, the growing importance of federal government customers, and how generative and agentic AI are becoming the front door into the platform. James also walks through why C3 has become a credible acquisition candidate for strategic buyers like Microsoft or IBM. 

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C3 AI: The Enterprise AI Platform Connecting Models, Data & Applications

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