Polkadot Latest Updates: Dot-Com Parallels Emerge as C3 AI's Sell-Off Highlights AI's Volatile Surge

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Polkadot Latest Updates: Dot-Com Parallels Emerge as C3 AI's Sell-Off Highlights AI's Volatile Surge

Bitget-RWA2025/11/14 04:10

By:Bitget-RWA

- C3 AI explores potential sale amid CEO resignation and 54% YTD stock decline, facing $116.8M Q1 loss and leadership uncertainty. - NVIDIA gains investor optimism with raised price targets ($265-$230) driven by Blackwell Ultra demand and data center dominance. - AI and crypto sectors face "Great Rotation" risks as capital shifts to value stocks, with blockchain's role in AI infrastructure under reevaluation. - Industry experts warn of AI niche provider fragility, citing C3 AI's sale as a sign of competiti

C3 AI (NYSE: AI) shares jumped by almost 6% on Monday after reports indicated the enterprise AI software company is considering a possible sale. This follows the recent departure of founder Thomas Siebel from the CEO position due to health issues.

As per three individuals with direct knowledge of the situation

, the company has started to look into various strategic alternatives, such as seeking private equity investment. This development comes as C3 AI’s shares have

dropped more than 54% so far this year

amid ongoing financial difficulties and uncertainty in leadership. Siebel, who resigned in July and became executive chairman, revealed he is suffering from an autoimmune disorder that has caused "significant visual impairment." In September, former Salesforce executive Stephen Ehikian

took over as CEO

This situation puts

C3 AI

, a smaller competitor to Palantir Technologies, in a tough spot as it tries to win business in the AI solutions market for government and industrial sectors. With a market value of $2.15 billion, the company

posted a net loss of $116.8 million

in its fiscal first quarter and pulled its full-year financial forecast after the leadership change. Analysts say the potential sale is part of a wider trend in the industry, as major tech companies continue to consolidate AI assets.

At the same time, AI remains a key area for investors, with NVIDIA (NASDAQ: NVDA) leading the pack.

Oppenheimer and Susquehanna analysts have increased their price targets

for NVIDIA to $265 and $230, respectively, citing strong demand for its Blackwell Ultra processors and the growing adoption of AI infrastructure. Although NVIDIA’s share of China’s AI chip market is

expected to fall to 54%

in 2025 from 66% in 2024, its global leadership in high-margin data center chips continues to fuel optimism.

However, the rapid growth in AI is not without its challenges. A broad shift in investor attitudes is changing the technology sector, with funds moving away from speculative growth stocks toward more stable, value-oriented industries. This transition, often called the "Great Rotation," has caused notable swings in the AI and blockchain markets. For instance,

altcoin markets have experienced targeted investments

that favor tokens focused on infrastructure rather than those driven by hype, a pattern seen in the recent results of privacy coins and leading altcoins.

Within the cryptocurrency industry, companies such as SoFi Technologies (SOFI) are broadening their offerings, with the fintech company

introducing crypto trading to select users

. Still, the overall crypto market remains cautious, as liquidity returns to important segments following a sharp downturn in October.

Experts caution that macroeconomic trends

, including upcoming U.S. inflation reports, will play a crucial role in determining if the current market recovery will last or reverse.

The convergence of AI and blockchain is also drawing increased interest. As AI models require greater computing resources, blockchain technology’s potential for secure data handling and decentralized systems is being reconsidered. Specialists foresee a future where AI-powered smart contracts and blockchain-based AI data verification intersect, though issues such as scalability and regulatory ambiguity remain

according to industry specialists

For now, the possible sale of C3 AI highlights the vulnerability of specialized AI firms amid intense competition and shifting capital. As the market weighs innovation against profitability, the next few months will reveal whether the AI and crypto industries can sustain their growth or face a downturn similar to the early 2000s dot-com collapse

according to market observers

Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

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