ENTITY · together_ai
Together AI
United States·neocloud·niche
GPU cloud and inference platform for open models.
CLEAR · 0–39
16/100 illustrative
Underwriting Thesis
CLEAR — Together AI: sanctions exposure in its immediate supply path in neocloud. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration3
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.
Segments
neocloudai lab
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 5
- NVIDIAUnited StatesDOMESTIC
- Dell TechnologiesUnited StatesDOMESTIC
- Super Micro ComputerUnited StatesDOMESTIC
- CoreWeaveUnited StatesDOMESTIC
- MicrosoftUnited StatesDOMESTIC
Key Customers · downstream · 0
No mapped downstream customers.