C3.Ai, Inc.

C3.Ai, Inc., doing business as C3 IOT, a Redwood City, California-based enterprise artificial intelligence and Internet of Things software company, holds 50 prime federal contracts and indefinite delivery vehicles (59% of its 85-award footprint) and serves as a subcontractor on 35 federal contracts, competing without set-aside designations across defense and intelligence agencies. The company's 85 recent awards span a combined potential value of $1.92 billion, with $308.7 million obligated to date.

C3.Ai's prime work centers on delivering enterprise AI platforms, machine learning applications, and software-as-a-service offerings to support mission-critical defense operations. Representative prime work includes a $900 million indefinite delivery contract with the Space and Missile Systems Center (Space Force) for data software services running through March 2028, a $249 million basic ordering agreement with the Office of the Secretary of Defense's Joint Artificial Intelligence Center for AI data readiness and development support, a $151 billion multiple-award IDIQ awarded by the Missile Defense Agency in December 2025 under the Scalable Homeland Innovative Enterprise Layered Defense (SHIELD) program, and a $35.3 million Air Force production other transaction order issued May 2025 for undisclosed scope at West McLean, Virginia. Recent other transaction agreements include a $14.1 million award from the Missile Defense Agency for unspecified work concluding May 2027, a $5.6 million USMC OTA awarded June 2026, a $4 million Office of the Secretary of Defense prototype OTA for C3AI Prototype development concluding January 2027, and a $1 million Missile Defense Agency Center of Excellence initiative based in Huntsville, Alabama. A $1.1 million definitive contract from the Office of Management for central data management solutions was awarded November 2025 but subsequently deobligated and descoped. C3.Ai also holds a $5 million Army OTA IDV for enhanced contested logistics software awarded July 2025 and multiple smaller Centers of Excellence and trial subscriptions with the Missile Defense Agency.

Customer concentration reflects C3.Ai's defense-first posture. The top five funding agencies account for 75% of award count, dominated by the Missile Defense Agency (20 awards, $45.6 million potential value) and the Office of the Secretary of Defense (19 awards, $258.4 million potential value). By dollar magnitude, the ranking shifts dramatically: the Space Force's Space and Missile Systems Center anchors the portfolio with a single $900 million IDV, followed by broad Air Force programs ($559.2 million across three awards), the Office of the Secretary of Defense ($258.4 million), the Missile Defense Agency ($45.6 million), and Air Force Headquarters District Washington ($38.8 million). This concentration—94% of combined potential value flowing through five customer nodes, with the Space Force's data software services vehicle representing nearly 47% of total portfolio value—signals deep entrenchment in Air Force and OSD modernization priorities but also exposes the vendor to recompete cliff risk if that single Space Force vehicle is lost. Only three awards (combined potential value $23.7 million) complete in the next twenty-four months, indicating a relatively stable pipeline through mid-2028.

C3.Ai places work under four primary vehicle families: Alliant II (16 task orders), One Acquisition Solution for Integrated Services (15 task orders), Other Transaction IDV HQ0034209P001 ($142.5 million across seven task orders), and subordinate ODCs on single-award and multiple-award IDIQs. The company holds over a dozen MDA other transaction IDVs ($4.6 million, $4.08 million, $2.5 million ceilings and smaller trials) awarded between 2022 and 2025, enabling rapid prototyping and center-of-excellence delivery for missile defense AI missions.

In its subcontractor role (41% of recent awards), C3.Ai delivers enterprise AI software, platform subscriptions, and Center of Excellence support primarily through Booz Allen Hamilton on Department of Defense Chief Digital and Artificial Intelligence Officer (CDAO) Technology Synchronization of Business Operations (TSYBO) task orders—recurring delivery orders beginning in 2023. C3.Ai also subs to Modern Technology Solutions on the ARCWERX Artemis acquisition (generative AI and software services, June 2025 and May 2025) and to ECS Federal on information collection management capability requirements (testing, security, and software solutions, September 2024), with additional sub work routed through Parsons Government Services and Atlantic Diving Supply.

Activity peaked in 2023 with 29 awards; subsequent years saw 12 (2024), 10 (2025), and 4 to date in 2026, reflecting the maturation of large IDVs and corresponding shift from vehicle establishment to task-order drawdowns. The vendor's NAICS and PSC concentration—17 awards under Computer Systems Design Services, 14 under Engineering Services, 21 under National Defense R&D Services for experimental development—underscores positioning as an applied AI and software-development shop rather than a systems integrator or traditional consulting firm. All recent work carried full-and-open or Other Transaction Authority designations; no set-aside participation appears in the source.