ENTITY · scale_ai

Scale AI

United States·ai lab·niche

Data-labeling and AI infrastructure for model training.

CLEAR · 0–39

24/100 illustrative

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Underwriting Thesis

CLEAR — Scale AI: sanctions exposure in its immediate supply path compounded by criticality to DoD-exposed downstream programs in ai lab. A chokepoint underwriting concern at this tier.

Factor Breakdown

Foreign-Origin Concentration3

Sole-Source Dependence17

Sanctions Exposure45

Downstream Criticality37

Sanctions Exposure

Entity not present on tracked screening lists (CSL).

DoD Exposure

Total Awards$105.6M

Programs

Department of the Army

Agencies

Department of Defense

Possible substitutes · same commodity buckets

All ›

Chokepoint Relationships

Key Suppliers · upstream · 4

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

Key Customers · downstream · 0

No mapped downstream customers.