Tenstorrent

Tenstorrent is a challenger in the Design (Fabless) segment of the semiconductor & AI supply chain, headquartered in Canada. Its key suppliers include Samsung Electronics, GlobalFoundries, TSMC. Its key customers include NVIDIA, AMD, Qualcomm.

AI accelerator and RISC-V IP company led by Jim Keller.

Headquarters
Canada
Market position
challenger
Value-chain segment
GPU & AI Accelerators, Semiconductor IP Licensing
Key products
Wormhole/Blackhole chips, RISC-V IP

About Tenstorrent

Tenstorrent, headquartered in Canada, operates in the GPU & AI Accelerators and Semiconductor IP Licensing segments of the semiconductor & AI supply chain and is positioned as a market challenger there. Its key products include Wormhole/Blackhole chips, RISC-V IP. wafergraph maps 4 tracked suppliers and 8 tracked customers for Tenstorrent across the value chain. It has a supply-chain criticality score of 57/100, with 235 companies downstream of it.

Role in the chain

Tenstorrent is a market challenger in Design (Fabless) (GPU & AI Accelerators), headquartered in Canada. AI accelerator and RISC-V IP company led by Jim Keller.

Diligence questions

  1. The dataset records 4 tracked suppliers for Tenstorrent. Which of those edges are researched (named in a filing or primary source) versus segment-inferred, and what happens if one of them stops shipping?
  2. 3 of Tenstorrent's tracked suppliers are a monopoly or leader (including ASE Technology, Samsung Electronics, TSMC). Which of those are actually single-source for the process step you care about?
  3. The dataset names 8 tracked customers for Tenstorrent. How concentrated is demand among those names, and which of them have a documented second source in this graph?
  4. Tenstorrent is headquartered in Canada. What jurisdiction, export-control or logistics risk sits at that HQ, versus at the fabs or plants the filings actually name?
  5. Tenstorrent is private in this dataset (no ticker). What primary-source filings or audited statements exist, and what is still only a one-liner?
  6. Before treating any edge as a verified relationship, check the provenance labels on the company page and the method note at /methodology.

Full diligence pack for Tenstorrent

Key products

  • Wormhole/Blackhole chips
  • RISC-V IP

Suppliers

Customers

More Design (Fabless) companies

Sources

Open the interactive supply-chain view →

Cite as: wafergraph, “Tenstorrent — supply chain, financials & market position”, https://wafergraph.com/company/tenstorrent (data as of 2026-09-05).

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