NVIDIANVDA

United States·gpu ai accelerators·leader·$5103.1B mkt cap

Dominant AI accelerator and GPU designer; also networking via Mellanox line.

CRITICAL · 70–100

76/100 illustrative

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

Underwriting Thesis

CRITICAL — direct supplier sanctioned: InnoLight Technology [NDAA-1260H]. A sanctioned node in the immediate supply path is a binary procurement risk that overrides all favorable factors.

Factor Breakdown

Foreign-Origin Concentration71

Sole-Source Dependence86

Sanctions Exposure85

Downstream Criticality59

Sanctions Exposure

Entity not present on tracked screening lists (CSL).

DoD Exposure

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

Segments

gpu ai acceleratorsnetworking silicon

Shortest paths → DoD-exposed firms

Export ›

Scale AI · 1 hop · $105.6M
NVIDIA → Scale AI

Possible substitutes · same commodity buckets

All ›

Chokepoint Relationships

Key Suppliers · upstream · 24

TSMCTaiwan
CHOKEPOINT
SK hynixSouth Korea
ALLIED
Micron TechnologyUnited States
DOMESTIC
Samsung ElectronicsSouth Korea
ALLIED
IbidenJapan
ALLIED
UnimicronTaiwan
CHOKEPOINT
AdvantestJapan
ALLIED
TeradyneUnited States
DOMESTIC
TechnoprobeItaly
ALLIED
SynopsysUnited States
DOMESTIC
Cadence Design SystemsUnited States
DOMESTIC
Siemens EDAGermany
ALLIED
Arm HoldingsUnited Kingdom
ALLIED
ASE TechnologyTaiwan
CHOKEPOINT
Amkor TechnologyUnited States
DOMESTIC
King Yuan Electronics (KYEC)Taiwan
CHOKEPOINT
InnoLight TechnologyChina
HostileADVERSARY
Eoptolink TechnologyChina
ADVERSARY
Accelink TechnologiesChina
ADVERSARY
CoherentUnited States
DOMESTIC
Lumentum HoldingsUnited States
DOMESTIC
FabrinetThailand
ALLIED
VicorUnited States
DOMESTIC
Monolithic Power SystemsUnited States
DOMESTIC

Key Customers · downstream · 19

Hon Hai (Foxconn)Taiwan
CHOKEPOINT
Quanta ComputerTaiwan
CHOKEPOINT
WiwynnTaiwan
CHOKEPOINT
Super Micro ComputerUnited States
DOMESTIC
Dell TechnologiesUnited States
DOMESTIC
Hewlett Packard EnterpriseUnited States
DOMESTIC
CoreWeaveUnited States
DOMESTIC
Nebius GroupNetherlands
ALLIED
LambdaUnited States
DOMESTIC
Crusoe EnergyUnited States
DOMESTIC
OracleUnited States
DOMESTIC
MicrosoftUnited States
DOMESTIC
Amazon (Annapurna Labs)United States
DOMESTIC
Alphabet (Google)United States
DOMESTIC
Meta PlatformsUnited States
DOMESTIC
xAIUnited States
DOMESTIC
OpenAIUnited States
DOMESTIC
AnthropicUnited States
DOMESTIC
TeslaUnited States
DOMESTIC