Cohere supply chain risk

As of 2026-10-09, Cohere 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. Cohere itself carries a supply-chain criticality score of 3/100, with 7 tracked companies downstream of it.

Data as of 2026-10-09 · 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 criticality 81/100
  • CoreWeave — leader in GPU Clouds (Neoclouds), United States criticality 81/100

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

Downstream exposure

  • Criticality score: 3/100
  • Companies downstream of Cohere: 7
  • Tracked market cap downstream (priced companies only): $8.70T across 4 priced companies
Frequently asked questions3
How many suppliers does Cohere have?
wafergraph tracks 4 key suppliers for Cohere, across 1 country.
Which of Cohere's suppliers are single-source risks?
NVIDIA and CoreWeave hold monopoly or leader positions in their segments, which makes them the hardest suppliers for Cohere to replace.
What is Cohere's supply-chain criticality score?
Cohere scores 3/100 on wafergraph's chokepoint criticality index, with 7 tracked companies downstream.

Cite as: wafergraph, “Cohere supply chain risk — 4 suppliers, single-source exposure & criticality”, https://wafergraph.com/supply-chain-risk/cohere (data as of 2026-10-09).

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