#Enterprise AI

C3.ai reports June 3 with Tom Siebel back as CEO, restructuring under way, cash burn still heavy and enterprise AI on trial.

A research-based forecast of AI progress through 2036, covering agents, science, jobs, energy, regulation, and infrastructure.

xAI's Grok Build brings terminal coding agents, headless automation, plugins, MCP and enterprise controls into the race with Codex and Claude Code.

Palantir's $1.63B Q1 print is real. But at 87x forward earnings, the market is pricing an AIP revenue line the company does not separately disclose.

Dell stock is riding a $43B AI server backlog, but rising receivables, financing exposure and component costs raise a sharper risk.