ENTITY · anthropic

Anthropic

United States·ai lab·major

AI safety lab building the Claude models; runs on TPUs, Trainium, and GPUs.

CLEAR · 0–39

23/100 illustrative

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Underwriting Thesis

CLEAR — Anthropic: sanctions exposure in its immediate supply path compounded by sole-source / single-point-of-failure dominance in ai lab. A chokepoint underwriting concern at this tier.

Factor Breakdown

Foreign-Origin Concentration3

Sole-Source Dependence40

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.

Possible substitutes · same commodity buckets

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Chokepoint Relationships

Key Suppliers · upstream · 5

NVIDIAUnited States
DOMESTIC
Alphabet (Google)United States
DOMESTIC
Amazon (Annapurna Labs)United States
DOMESTIC
CoreWeaveUnited States
DOMESTIC
MicrosoftUnited States
DOMESTIC

Key Customers · downstream · 0

No mapped downstream customers.