ENTITY · tenstorrent
Tenstorrent
Canada·gpu ai accelerators·challenger
AI accelerator and RISC-V IP company led by Jim Keller.
WATCH · 40–69
55/100 illustrative
Underwriting Thesis
WATCH — Tenstorrent: criticality to DoD-exposed downstream programs compounded by sole-source / single-point-of-failure dominance in gpu ai accelerators. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration57
Sole-Source Dependence58
Sanctions Exposure45
Downstream Criticality60
Sanctions Exposure
Entity not present on tracked screening lists (CSL).
DoD Exposure
No matched DoD semiconductor awards (USASpending) for this entity.
Segments
gpu ai acceleratorsip licensing
Shortest paths → DoD-exposed firms
- Scale AI · 2 hops · $105.6MTenstorrent → NVIDIA → Scale AI
- GlobalFoundries · 3 hops · $1.05BTenstorrent → Broadcom → Furukawa Electric → GlobalFoundries
- Marvell Technology · 3 hops · $184.3MTenstorrent → Broadcom → InnoLight Technology → Marvell Technology
- Valens Semiconductor · 4 hops · $28.3MTenstorrent → Broadcom → Furukawa Electric → TSMC → Valens Semiconductor
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 4
- Samsung ElectronicsSouth KoreaALLIED
- GlobalFoundriesUnited StatesDOMESTIC
- TSMCTaiwanCHOKEPOINT
- ASE TechnologyTaiwanCHOKEPOINT