Two AI titans, Aehr Test Systems and C3.ai, are navigating turbulent waters—Aehr’s hardware testing gear for next-gen chips shows resilience with record bookings, while C3.ai’s software pivot is bleeding cash amid steep revenue drops and layoffs. Aehr’s niche focus on silicon carbide chips and heavy reliance on five big clients make it vulnerable, but demand for AI chip testing is surging. C3.ai’s usage-based model and massive losses—nearly $500 million in net loss—signal a painful transition against giants like Microsoft. Both have strong cash reserves but negative free cash flow. For 2026, Aehr looks the stronger bet as AI complexity drives testing demand.
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