ENTITY · openai

OpenAI

United States·ai lab·leader

Leading AI lab (ChatGPT); designing custom inference silicon with Broadcom.

WATCH · 40–69

40/100 illustrative

Cascade ›Stress ›Graph ›Compare ›Substitutes ›Compliance brief ›Export cascade

Underwriting Thesis

WATCH — OpenAI: concentrated foreign-origin supply compounded by sole-source / single-point-of-failure dominance in ai lab. A chokepoint underwriting concern at this tier.

Factor Breakdown

Foreign-Origin Concentration51

Sole-Source Dependence51

Sanctions Exposure45

Downstream Criticality5

Sanctions Exposure

Entity not present on tracked screening lists (CSL).

DoD Exposure

No matched DoD semiconductor awards (USASpending) for this entity.

Segments

ai labcustom silicon

Possible substitutes · same commodity buckets

All ›

Chokepoint Relationships

Key Suppliers · upstream · 9

NVIDIAUnited States
DOMESTIC
BroadcomUnited States
DOMESTIC
CoreWeaveUnited States
DOMESTIC
Crusoe EnergyUnited States
DOMESTIC
OracleUnited States
DOMESTIC
Nebius GroupNetherlands
ALLIED
MicrosoftUnited States
DOMESTIC
TSMCTaiwan
CHOKEPOINT
ASE TechnologyTaiwan
CHOKEPOINT

Key Customers · downstream · 0

No mapped downstream customers.