We are excited to share our insights on the latest Artificial Intelligence projects from leading companies, which may offer promising investment opportunities. These projects showcase the diverse applications of AI, ranging from enhancing business operations and advancing scientific research to ensuring the safety of AI systems. Our proprietary investment ideas are exclusively available to our Premium and Professional investment community.

Top latest projects from private Artificial Intelligence companies

• OpenAI’s New Model: OpenAI released an advanced version of its language model, which has shown significant improvements in natural language understanding and generation. This model is being integrated into various applications, from customer service to content creation.
• Anthropic’s AI Safety Research: Anthropic, a company focused on AI safety, unveiled new techniques for making AI systems more interpretable and aligned with human values. Their work aims to ensure that AI systems behave in predictable and beneficial ways.
• Databricks’ AI Deployment Tools: Databricks introduced new tools for deploying AI models at scale. These tools are designed to help businesses integrate AI into their operations more efficiently, with a focus on data analytics and machine learning.
• Anduril’s Defense AI: Anduril, a defense technology company, showcased its latest AI-driven surveillance and defense systems. These systems leverage AI to enhance situational awareness and decision-making in defense scenarios.
• Insitro’s Drug Discovery AI: Insitro made strides in using AI for drug discovery, developing models that can predict the efficacy and safety of new drugs. This project aims to accelerate the development of new treatments for various diseases.

Investing in private AI companies can be a lucrative opportunity, but it comes with its own set of challenges and considerations. Below we provide some ways investors can profit from developments in private AI companies and how they can get involved:

Ways to Profit from Private AI Companies

• Venture Capital Funds: Investing in venture capital (VC) funds that focus on AI startups is a common way to gain exposure. These funds pool money from multiple investors to invest in a portfolio of private companies, spreading the risk and potential rewards.
• Equity Crowdfunding: Platforms like Crowdcube, and Fundrise allow individual investors to buy shares in private companies, including those in the AI sector. This method often has lower minimum investment requirements compared to traditional VC.
• Secondary Markets: Some platforms, like EquityZen, offer secondary markets where investors can buy and sell shares of private companies. This provides liquidity and an opportunity to invest in companies that are still private but have already raised several rounds of funding.
• Direct Investment: For those with significant capital and connections, directly investing in private AI companies through funding rounds (e.g., Series A, B, etc.) is an option. This typically requires a high minimum investment and access to networks that can provide these opportunities.

Challenges and Considerations

• High Minimum Investments: Many private investments require substantial capital, often in the range of $50,000 to $100,000 or more.
• Access to Deals: Gaining access to high-quality investment opportunities often requires connections within the industry or through investment networks.
• Risk and Liquidity: Investments in private companies are generally riskier and less liquid than public stocks. It can take years before an exit event (like an IPO or acquisition) provides a return on investment.

In our view, investing in private companies can be challenging for small individual investors for several reasons:

• Lack of Liquidity: Private investments are generally less liquid than public stocks. This means that once you invest, your money is often tied up for several years, making it difficult to sell your stake quickly if you need cash.
• Limited Information: Private companies are not required to disclose as much financial information as public companies. This lack of transparency can make it harder for investors to perform due diligence and assess the company’s health and prospects. It may also imply higher costs.
• Higher Risk: Private companies, especially startups, can be more volatile and carry higher risks compared to established public companies. The potential for high returns comes with the possibility of significant losses.

For the majority of retail investors, investing in companies listed on stock exchanges is often recommended due to several advantages:

• Liquidity: Publicly traded stocks can be bought and sold easily on stock exchanges, providing investors with the flexibility to enter and exit positions quickly.
• Regulation and Transparency: Public companies are subject to stringent regulatory requirements, including regular financial disclosures and audits. This transparency helps investors make informed decisions.
• Lower Entry Barriers: Investing in public stocks typically requires less capital compared to private equity. Retail investors can start with relatively small amounts of money.
• Diversification: Stock exchanges offer a wide range of investment options across various sectors and industries, allowing investors to diversify their portfolios and manage risk more effectively.
• Accessibility: Public markets are easily accessible through brokerage accounts, making it straightforward for retail investors to participate.

With this in mind, we provide insights into some promising publicly listed AI companies which may present interesting investment opportunities for investors.

Top promising Artificial Intelligence companies to consider now

C3.ai (AI):

The company focuses on providing enterprise AI software to help organizations accelerate digital transformation. C3.ai is actively working on several innovative projects, particularly focusing on generative AI. One of the promising projects is C3 Generative AI Suite. This suite includes 28 new domain-specific generative AI offerings tailored to various industries, business processes, and enterprise systems. These solutions address unique needs in sectors such as aerospace, defense, financial services, healthcare, manufacturing, oil and gas, telecommunications, and utilities.

Key Features of C3 GenAI Suite:

• High Accuracy and Domain-Specific Insights: The suite provides trusted insights with source validations and human-in-the-loop supervision, ensuring high accuracy and relevance.
• Omni-Modal Data Support: It supports various data types, including documents, tables, sensor telemetry, images, and more.
• Advanced Reasoning: The suite offers advanced retrieval and reasoning capabilities for complex requests and multi-step actions.
• Security and Privacy: It addresses common concerns with large language models (LLMs) such as data privacy, hallucination issues, IP liability exposure, and auditability of generated content.

Applications:

1. Industries:
   • Aerospace and Defense: Enhances operational efficiency and decision-making.
   • Financial Services: Facilitates rapid analysis of complex documents and financial statements.
   • Healthcare: Reduces administrative burdens and improves patient care.
   • Manufacturing: Assists in equipment troubleshooting and reduces training time for new employees.
   • Oil and Gas: Optimizes operations and improves safety measures.
   • Telecommunications and Utilities: Enhances customer service and operational reliability.
2. Business Processes:
   • Customer Service: Simplifies information access for agents and accelerates service cycles.
   • Energy Management: Optimizes energy usage and reduces costs.
   • Environmental, Social, and Governance (ESG): Supports sustainability initiatives.
   • Finance and Human Resources: Streamlines financial analysis and HR processes.
   • Supply Chain: Enhances flexibility and resilience.
3. Enterprise Systems:
   • Integration with Major Platforms: Works seamlessly with Databricks, Microsoft Dynamics 365, Oracle ERP, Salesforce, SAP, ServiceNow, Snowflake, and Workday.

Customer Success Stories:

• Industrial Operations: A major manufacturing company uses C3 Generative AI to assist technicians with equipment troubleshooting and reduce new employee training time.
• Customer Service: A global financial services company deploys the suite to simplify information access for customer service agents, speeding up service cycles.

The C3 Generative AI Suite is designed to bring the transformative power of generative AI to various industries and business functions, making it a versatile and powerful tool for enterprises looking to leverage AI technology.

In 2024, C3.ai engaged in several notable collaborations and agreements. Below we provide some of the key partnerships and expansions:

1. New Agreements:
   • GSK: C3.ai entered into a new agreement with this global healthcare company.
   • Indorama: A new partnership was established with this leading petrochemical producer.
   • First Business Bank: C3.ai also secured a new agreement with this financial institution.
2. Expanded Agreements:
   • Con Edison: The collaboration with this energy company was expanded.
   • Roche: C3.ai deepened its partnership with this major pharmaceutical company.
   • Nucor Corporation: The largest U.S. steel producer expanded its AI program with C3.ai, including new use cases for AI to improve forecasting and generative AI for health and safety procedures.
   • Hewlett Packard Enterprise: The partnership with this technology company was further developed.
3. Federal Sector:
   • C3.ai’s federal business saw significant growth, with federal bookings representing almost half of total bookings, up nearly 187% from the previous year.
   • New and expanded deals were signed with the U.S. Navy, the Office of the Director of National Intelligence, Joint Staff J8, the Defense Logistics Agency, and the Administration for Children & Families.
4. Partner Network:
   • C3.ai closed 40 agreements through its partner network, which includes AWS, Baker Hughes, Booz Allen, Google Cloud, and Microsoft.
   • The qualified opportunity pipeline with partners increased by 75% over the past year.
   • An expanded Strategic Collaboration Agreement (SCA) with AWS was also part of these efforts.

Our view in relation to C3.ai (AI)

UiPath (NYSE: PATH):

Specializes in robotic process automation (RPA) to help businesses automate repetitive tasks. As of today, the most promising product of UiPath appears to be UiPath Autopilot™. This product has been highlighted as a significant advancement in making AI and automation more impactful and easier to use throughout enterprises. UiPath’s investments in AI-powered features, such as those in Autopilot™, are positioned to help businesses develop, automate, test, and improve their processes more efficiently.

Additionally, UiPath has continued to innovate with its Solution Accelerators, which are designed to help developers implement automation faster and more effectively. These advancements underline UiPath’s commitment to staying at the forefront of the automation and AI industry.

PATH is scheduled to release its Q2 2025 financial results on September 5, after the U.S. market closes.

UiPath has shown impressive growth in its Annual Recurring Revenue (ARR). As of the first quarter of fiscal 2025, UiPath reported an ARR of $1.508 billion, which represents a 21% increase year-over-year. This growth underscores the company’s strong market position and the increasing adoption of its automation solutions.

The consensus estimate for UiPath’s revenue for the second quarter of 2025 is approximately $302.92 million, which represents a 5.4% increase compared to the same quarter last year.

For the earnings per share (EPS), estimates vary slightly depending on the source. According to Zacks Investment Research, the consensus EPS forecast is -$0.11. However, other sources, including our estimates, suggest a consensus EPS forecast of $0.03.

Our view in relation to UiPath (PATH)

AeroVironment Inc. (AVAV):

Develops unmanned aircraft systems and AI-driven solutions for defense and commercial applications. In 2024, AeroVironment Inc. (AVAV) saw significant contributions from several key products and services. The most prominent among them were:

• MacCready Works (MW): Although this segment saw a slight decrease in revenue, it remains an important part of AeroVironment’s portfolio, focusing on innovative and high-altitude pseudo-satellite technologies. MacCready Works is AeroVironment’s advanced solutions division, named after the company’s founder, Dr. Paul B. MacCready, Jr. This division focuses on pioneering cutting-edge technologies in areas such as: Autonomy, Artificial Intelligence (AI), Machine Learning, Robotic Systems, High-Altitude Pseudo-Satellites (HAPS), Sensors and Software Analytics. One of the notable achievements from MacCready Works is the Ingenuity Mars Helicopter, which was the first aircraft to achieve powered flight on another planet. This highlights the division’s capability to push technological boundaries and develop innovative solutions. Demand for MacCready Works Products The advanced nature of their projects, such as the Mars Helicopter and other autonomous systems, indicates a niche but highly valuable market.

Given AeroVironment’s overall growth and the increasing importance of autonomous and AI-driven technologies, it’s reasonable to infer that MacCready Works’ products are in demand, particularly for specialized applications in defense, space exploration, and advanced robotics.

• Loitering Munitions Systems (LMS): This segment experienced substantial growth, with a 74% increase in revenue compared to the previous year. These systems are designed for precision strikes and have been in high demand. The global demand for precision strike capabilities and autonomous systems is on the rise. AeroVironment’s LMS, known for their accuracy and effectiveness, are well-positioned to meet this demand. Loitering munitions are becoming increasingly important in modern warfare due to their ability to hover and wait for the optimal moment to strike. This makes them valuable assets for military operations, further driving their adoption.
• Unmanned Aircraft Systems (UAS): AeroVironment continues to be a leader in this market, with products like the Puma 3 AE, which is widely used for intelligence, surveillance, and reconnaissance (ISR) missions.
• Tactical Missile Systems (TMS): These systems are crucial for defense operations, providing advanced capabilities for tactical missions.

Our view in relation to AeroVironment (AVAV)