gpu ai accelerators
design fabless
WATCH · 40–69
40/100 illustrative
CRITICAL — design_fabless/gpu_ai_accelerators: sanctioned producer(s) in the commodity set (Cambricon Technologies, HiSilicon, Moore Threads); procurement veto on this tier.
27
Producers
6
Hostile
33
Adversary %
55
Scarcity
Adversary concentration33
Producer scarcity55
Sanctions exposure42
DoD path exposure28
Producers
| Track | Country | Score | Verdict | Actions |
|---|---|---|---|---|
| NVIDIA | United States | 76 | CRITICAL | Cascade |
| AMD | United States | 76 | CRITICAL | Cascade |
| HiSiliconHOSTILE | China | 63 | CRITICAL | Cascade |
| SophgoHOSTILE | China | 63 | CRITICAL | Cascade |
| Cambricon TechnologiesHOSTILE | China | 60 | CRITICAL | Cascade |
| Moore ThreadsHOSTILE | China | 60 | CRITICAL | Cascade |
| Biren TechnologyHOSTILE | China | 60 | CRITICAL | Cascade |
| Hygon Information TechnologyHOSTILE | China | 60 | CRITICAL | Cascade |
| Enflame Technology | China | 57 | CRITICAL | Cascade |
| Tenstorrent | Canada | 55 | DEGRADED | Cascade |
| Cerebras Systems | United States | 36 | NOMINAL | Cascade |
| SambaNova Systems | United States | 36 | NOMINAL | Cascade |
| Graphcore | United Kingdom | 36 | NOMINAL | Cascade |
| d-Matrix | United States | 36 | NOMINAL | Cascade |
| FuriosaAI | South Korea | 36 | NOMINAL | Cascade |
| Etched | United States | 36 | NOMINAL | Cascade |
| Hailo | Israel | 36 | NOMINAL | Cascade |
| Axelera AI | Netherlands | 36 | NOMINAL | Cascade |
| SiMa.ai | United States | 35 | NOMINAL | Cascade |
| Kneron | United States | 35 | NOMINAL | Cascade |
| Blaize | United States | 35 | NOMINAL | Cascade |
| Esperanto Technologies | United States | 35 | NOMINAL | Cascade |
| MetaX Integrated Circuits (Muxi) | China | 35 | NOMINAL | Cascade |
| Vastai Technologies | China | 35 | NOMINAL | Cascade |
| Rebellions | South Korea | 34 | NOMINAL | Cascade |
| Mythic | United States | 34 | NOMINAL | Cascade |
| Groq | United States | 33 | NOMINAL | Cascade |