C3.ai's Innovative Approach: Analysts Envision Upside As Company Develops Enterprise Data Hub With Baker Hughes
C3.ai's Innovative Approach: Analysts Envision Upside As Company Develops Enterprise Data Hub With Baker Hughes
C3.ai 的创新方法：随着公司与贝克休斯合作开发企业数据中心，分析师预见上行空间
- DA Davidson analyst Gil Luria reiterates C3.ai Inc (NYSE:AI) with a Buy and a $30 price target.
- Luria hosted a webinar on Thursday with C3.ai's CEO, Tom Siebel, and came away with rich detail on the nature of the company's relationship with Baker Hughes Co (NASDAQ:BKR) in a Monday note titled "C3.ai, Creating Google for the Enterprise Data."
- Luria heard about C3.ai's unique positioning in the predictive intelligence space and his thoughts on the opportunity.
- Luria continues to view C3.ai's new Generative AI products as transformational for the enterprise that will boost demand for C3.ai's platform and consumption rates.
- The Baker Hughes joint venture with C3.ai began in 2019, resulting in Baker Hughes adopting and marketing C3.ai products. In addition, Baker Hughes took a 12% equity stake in C3.ai at its current market value (C3.ai was then private). The initial deal with C3.ai involved spending $320 million over three years.
- C3.ai amended the terms of the commitment several times to extend the relationship's timeline and committed spending levels with C3.ai.
- The Baker Hughes relationship remains strong, with the company presenting a keynote at C3 Transform 2023 detailing its plans to expand its use of the C3 platform.
- C3.ai's transition to a consumption model has gone well, and Siebel expects growth to accelerate over the next year.
- Professional services will be limited to 15-20% of revenue, supporting continued substantial gross margin.
- The critical differentiator between C3.ai and its competitors is its investment in the platform and, specifically, its model-driven architecture.
- This investment drives faster time to value for customers who build ML models through C3.ai or purchase one of C3.ai's 42 turnkey applications rather than creating a solution internally.
- C3.ai has been interested in generative AI technologies since 2020. The product creation catalyst happened when C3.ai had to create "Google for the Department of Defense."
- C3.ai was ready and delivered Generative AI for enterprise search while incorporating its functionality throughout the platform.
- The key C3.ai twist uses an LLM in conjunction with a retriever model. C3.ai can utilize LLMs for a non-obvious function beyond chat through its model-driven architecture.
- Predictive and generative intelligence is now top of mind for many CEOs and boards. The analyst views C3.ai as uniquely positioned to enable enterprises to derive value from their large corpuses of quality data.
- Price Action: AI shares traded lower by 2.01% at $22.38 on the last check Monday.
- DA Davidson 分析师吉尔·卢里亚重申 C3.ai Inc （纽约证券交易所代码：AI），目标价为30美元。
- Luria 周四与 C3.ai 的首席执行官汤姆·西贝尔主持了一场网络研讨会，并详细介绍了该公司与的关系性质 贝克休斯公司 纳斯达克股票代码：BKR）在周一的一份标题为 “” 的报告中C3.ai，为企业数据创建谷歌。“
- Luria 听说了 C3.ai 在预测情报领域的独特定位以及他对这个机会的看法。
- Luria 继续认为 C3.ai 的新生成式 AI 产品对企业具有变革意义，这将提振对 C3.ai 平台的需求和消费率。
- 贝克休斯与 C3.ai 的合资企业始于 2019 年，这促使贝克休斯采用和销售 C3.ai 产品。此外，贝克休斯按当前市值收购了 C3.ai 12% 的股权（C3.ai 当时是私有的）。与 C3.ai 的最初协议涉及在三年内花费3.2亿美元。
- C3.ai 多次修改了承诺条款，以延长关系的时间表，并承诺与 C3.ai 的支出水平。
- 贝克休斯与贝克休斯的关系仍然很牢固，该公司在C3 Transform 2023上发表了主题演讲，详细介绍了其扩大使用C3平台的计划。
- C3.ai 向消费模式的过渡进展顺利，西贝尔预计明年增长将加速。
- 专业服务将限制在收入的15-20％以内，从而支持持续可观的毛利率。
- C3.ai 与其竞争对手之间的关键区别在于其对平台的投资，特别是其模型驱动架构的投资。
- 对于通过 C3.ai 构建 ML 模型或购买 C3.ai 的 42 个一站式应用程序之一的客户，这项投资可以缩短实现价值的时间，而不是在内部创建解决方案。
- 自 2020 年以来，C3.ai 一直对生成式人工智能技术感兴趣。产品创建催化剂发生在 C3.ai 不得不创建 “国防部谷歌” 时。
- C3.ai 已准备就绪，为企业搜索提供了生成式 AI，同时将其功能整合到整个平台中。
- C3.ai 的关键是将 LLM 与检索器模型结合使用。C3.ai 可以通过其模型驱动架构利用 LLM 来实现聊天之外的非显而易见的功能。
- 现在，预测和生成智能是许多首席执行官和董事会的头等大事。分析师认为 C3.ai 在使企业能够从其庞大的质量数据库中获得价值方面处于独特的地位。
- 价格走势： 周一的最后一次支票中，AI股价下跌2.01％，至22.38美元。