C3.ai Just Nabbed a Bigger Air Force Contract. Should You Buy AI Stock Here?

AI stocks have taken center stage in recent years, with established players like Nvidia (NVDA) delivering blockbuster returns. Yet not every AI name has captured investors’ attention and wallets equally. C3.ai (AI), an enterprise AI software provider, has flown relatively under the radar despite consistently scaling its platform usage and expanding marquee contracts.

Last week, C3.ai announced that the U.S. Air Force Rapid Sustainment Office (RSO) has boosted its contract ceiling to $450 million through October 2029, up from the original $100 million ceiling that’s already been fully tapped. The additional $350 million supports the rollout of C3.ai’s PANDA predictive maintenance platform across the service’s aircraft fleet. With Ed Abbo, C3.ai’s CTO, calling RSO “potentially the largest production AI deployment in the DoD today,” investors may finally take notice.