ENTITY · cohere
Cohere
Canada·ai lab·niche
Enterprise large-language-model developer.
CLEAR · 0–39
21/100 illustrative
Underwriting Thesis
CLEAR — Cohere: sanctions exposure in its immediate supply path in ai lab. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration18
Sole-Source Dependence17
Sanctions Exposure45
Downstream Criticality0
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
Chokepoint Relationships
Key Suppliers · upstream · 4
- NVIDIAUnited StatesDOMESTIC
- CoreWeaveUnited StatesDOMESTIC
- Alphabet (Google)United StatesDOMESTIC
- MicrosoftUnited StatesDOMESTIC
Key Customers · downstream · 0
No mapped downstream customers.