ENTITY · xai

xAI

United States·ai lab·major

Elon Musk's AI lab (Grok); operates the Colossus GPU supercluster.

CLEAR · 0–39

33/100 illustrative

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Underwriting Thesis

CLEAR — xAI: concentrated foreign-origin supply compounded by sanctions exposure in its immediate supply path in ai lab. A chokepoint underwriting concern at this tier.

Factor Breakdown

Foreign-Origin Concentration49

Sole-Source Dependence30

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

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Chokepoint Relationships

Key Suppliers · upstream · 7

NVIDIAUnited States
DOMESTIC
Hon Hai (Foxconn)Taiwan
CHOKEPOINT
Super Micro ComputerUnited States
DOMESTIC
Dell TechnologiesUnited States
DOMESTIC
OracleUnited States
DOMESTIC
CoreWeaveUnited States
DOMESTIC
MicrosoftUnited States
DOMESTIC

Key Customers · downstream · 0

No mapped downstream customers.