Scale AI supply chain risk
As of 2026-09-05, Scale AI depends on 4 tracked suppliers headquartered in 1 country (4 of them in the United States). 2 of those suppliers hold a monopoly or leader position in their own segment, led by NVIDIA and CoreWeave. The dataset records no companies downstream of Scale AI: it sits at the demand end of the chain, so the risk here runs upstream only.
Data as of 2026-09-05 · suppliers are the curated key_supplier edges in the wafergraph dataset (researched or segment-inferred — see /methodology) · criticality is the graph-derived chokepoint score, 0–100
Dominant and single-source suppliers
- NVIDIA — leader in GPU & AI Accelerators, United States
- CoreWeave — leader in GPU Clouds (Neoclouds), United States
A monopoly or leader supplier is the hardest to replace. These are the edges to watch first.
Suppliers by country
- United States — 4 suppliers (100%)
All 4 tracked suppliers
| Supplier | Segment | Position | Country | Criticality |
|---|---|---|---|---|
| NVIDIA | GPU & AI Accelerators | leader | United States | 81/100 |
| CoreWeave | GPU Clouds (Neoclouds) | leader | United States | 81/100 |
| Amazon (Annapurna Labs) | Custom Silicon Designers | major | United States | 7/100 |
| Microsoft | Custom Silicon Designers | niche | United States | 5/100 |
Downstream exposure
- Criticality score: 0/100
- Companies downstream of Scale AI: 0
Cite as: wafergraph, “Scale AI supply chain risk — 4 suppliers, single-source exposure & criticality”, https://wafergraph.com/supply-chain-risk/scale_ai (data as of 2026-09-05).
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