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AI Risk Disclosures by Category

Risk categories define the recurring AI-related themes appearing across public company SEC filings.

Experimental public index tracking a seed set of public companies. Coverage is expanding weekly as more SEC filing language is reviewed.

Last updated 2026-06-04

AI competition

Risks tied to AI changing competitive dynamics, product cycles, platform strategy, or market share.

1 signal(s)
Source: SEC EDGAR · Methodology · Last updated 2026-06-04 Risk categories | All signals
RankCompanyCategoryEpisigna summaryFilingScoreIndustrySource
1 Microsoft CorporationMSFT AI competition
artificial intelligencecompetitioncloudplatforms
Microsoft Corporation identifies ai competition as an AI-related risk area in 10-K disclosure language. 10-K
2025-07-30
100
specificity
Software SEC source
Last updated 2026-06-04

AI product risk

Risks from AI product behavior, accuracy, safety, user trust, and regulatory exposure.

1 signal(s)
Source: SEC EDGAR · Methodology · Last updated 2026-06-04 Risk categories | All signals
RankCompanyCategoryEpisigna summaryFilingScoreIndustrySource
1 Alphabet Inc.GOOGL AI product risk
AIgenerated contenttrustregulation
Alphabet Inc. identifies ai product risk as an AI-related risk area in 10-K disclosure language. 10-K
2025-02-05
98
specificity
Internet Platforms SEC source
Last updated 2026-06-04

Cloud execution

Risks from scaling AI workloads across cloud infrastructure while protecting reliability and margins.

1 signal(s)
Source: SEC EDGAR · Methodology · Last updated 2026-06-04 Risk categories | All signals
RankCompanyCategoryEpisigna summaryFilingScoreIndustrySource
1 Oracle CorporationORCL Cloud execution
AIclouddatabaseinfrastructure
Oracle Corporation identifies cloud execution as an AI-related risk area in 10-K disclosure language. 10-K
2025-06-18
99
specificity
Enterprise Software SEC source
Last updated 2026-06-04

Competitive displacement

Risks from rapid AI-led shifts in product relevance, manufacturing plans, and capital allocation.

1 signal(s)
Source: SEC EDGAR · Methodology · Last updated 2026-06-04 Risk categories | All signals
RankCompanyCategoryEpisigna summaryFilingScoreIndustrySource
1 Intel CorporationINTC Competitive displacement
AIsemiconductorscompetitionmanufacturing
Intel Corporation identifies competitive displacement as an AI-related risk area in 10-K disclosure language. 10-K
2025-01-31
99
specificity
Semiconductors SEC source
Last updated 2026-06-04

Content and safety

Risks involving AI-generated content, moderation, misinformation, integrity, and user safety.

1 signal(s)
Source: SEC EDGAR · Methodology · Last updated 2026-06-04 Risk categories | All signals
RankCompanyCategoryEpisigna summaryFilingScoreIndustrySource
1 Meta Platforms, Inc.META Content and safety
generative AIcontentintegritysafety
Meta Platforms, Inc. identifies content and safety as an AI-related risk area in 10-K disclosure language. 10-K
2025-01-30
96
specificity
Internet Platforms SEC source
Last updated 2026-06-04

Customer data and privacy

Risks tied to AI systems using customer data, privacy obligations, and trust controls.

1 signal(s)
Source: SEC EDGAR · Methodology · Last updated 2026-06-04 Risk categories | All signals
RankCompanyCategoryEpisigna summaryFilingScoreIndustrySource
1 Salesforce, Inc.CRM Customer data and privacy
AIcustomer dataprivacytrust
Salesforce, Inc. identifies customer data and privacy as an AI-related risk area in 10-K disclosure language. 10-K
2025-03-12
96
specificity
Enterprise SaaS SEC source
Last updated 2026-06-04

Data security

Risks involving AI use with sensitive data, access controls, security, and customer governance.

1 signal(s)
Source: SEC EDGAR · Methodology · Last updated 2026-06-04 Risk categories | All signals
RankCompanyCategoryEpisigna summaryFilingScoreIndustrySource
1 Snowflake Inc.SNOW Data security
AIdata cloudsecuritycustomer data
Snowflake Inc. identifies data security as an AI-related risk area in 10-K disclosure language. 10-K
2025-03-26
97
specificity
Data Platforms SEC source
Last updated 2026-06-04

Enterprise adoption risk

Risks tied to enterprise willingness to adopt AI features and rely on automated workflows.

1 signal(s)
Source: SEC EDGAR · Methodology · Last updated 2026-06-04 Risk categories | All signals
RankCompanyCategoryEpisigna summaryFilingScoreIndustrySource
1 ServiceNow, Inc.NOW Enterprise adoption risk
AIworkflowenterprise adoptiontrust
ServiceNow, Inc. identifies enterprise adoption risk as an AI-related risk area in 10-K disclosure language. 10-K
2025-01-29
100
specificity
Enterprise SaaS SEC source
Last updated 2026-06-04

Export controls

Risks from geopolitical restrictions, export rules, controlled chips, and market access limits.

1 signal(s)
Source: SEC EDGAR · Methodology · Last updated 2026-06-04 Risk categories | All signals
RankCompanyCategoryEpisigna summaryFilingScoreIndustrySource
1 NVIDIA CorporationNVDA Export controls
AI acceleratorsexport controlsgeopoliticsChina
NVIDIA Corporation identifies export controls as an AI-related risk area in 10-Q disclosure language. 10-Q
2025-11-20
97
specificity
Semiconductors SEC source
Last updated 2026-06-04

Government and defense use

Risks involving AI deployments in public sector, defense, regulated, or sensitive environments.

1 signal(s)
Source: SEC EDGAR · Methodology · Last updated 2026-06-04 Risk categories | All signals
RankCompanyCategoryEpisigna summaryFilingScoreIndustrySource
1 Palantir Technologies Inc.PLTR Government and defense use
AIdefensegovernmentresponsible use
Palantir Technologies Inc. identifies government and defense use as an AI-related risk area in 10-K disclosure language. 10-K
2025-02-18
102
specificity
Data Platforms SEC source
Last updated 2026-06-04

IP and content rights

Risks involving training data, copyright, content authenticity, intellectual property, and data rights.

1 signal(s)
Source: SEC EDGAR · Methodology · Last updated 2026-06-04 Risk categories | All signals
RankCompanyCategoryEpisigna summaryFilingScoreIndustrySource
1 Adobe Inc.ADBE IP and content rights
generative AIintellectual propertytraining datacontent
Adobe Inc. identifies ip and content rights as an AI-related risk area in 10-K disclosure language. 10-K
2025-01-17
104
specificity
Software SEC source
Last updated 2026-06-04

Infrastructure demand

Risks from AI-driven compute demand, capacity planning, capital spending, and execution.

1 signal(s)
Source: SEC EDGAR · Methodology · Last updated 2026-06-04 Risk categories | All signals
RankCompanyCategoryEpisigna summaryFilingScoreIndustrySource
1 Amazon.com, Inc.AMZN Infrastructure demand
AIAWSinfrastructurecapital expenditures
Amazon.com, Inc. identifies infrastructure demand as an AI-related risk area in 10-K disclosure language. 10-K
2025-02-07
100
specificity
Cloud and Commerce SEC source
Last updated 2026-06-04

Merchant trust

Risks tied to AI tools affecting merchants, automation quality, commerce outcomes, and platform trust.

1 signal(s)
Source: SEC EDGAR · Methodology · Last updated 2026-06-04 Risk categories | All signals
RankCompanyCategoryEpisigna summaryFilingScoreIndustrySource
1 Shopify Inc.SHOP Merchant trust
AIcommercemerchant toolstrust
Shopify Inc. identifies merchant trust as an AI-related risk area in 10-K disclosure language. 10-K
2025-02-11
100
specificity
Commerce Platforms SEC source
Last updated 2026-06-04

Model governance

Risks involving explainability, compliance, enterprise controls, and responsible AI governance.

1 signal(s)
Source: SEC EDGAR · Methodology · Last updated 2026-06-04 Risk categories | All signals
RankCompanyCategoryEpisigna summaryFilingScoreIndustrySource
1 International Business Machines CorporationIBM Model governance
AIgovernanceenterprisecompliance
International Business Machines Corporation identifies model governance as an AI-related risk area in 10-K disclosure language. 10-K
2025-02-25
97
specificity
Enterprise Technology SEC source
Last updated 2026-06-04

Supply and demand volatility

Risks from AI accelerator demand swings, inventory pressure, supply constraints, and pricing pressure.

1 signal(s)
Source: SEC EDGAR · Methodology · Last updated 2026-06-04 Risk categories | All signals
RankCompanyCategoryEpisigna summaryFilingScoreIndustrySource
1 Advanced Micro Devices, Inc.AMD Supply and demand volatility
AIGPUsupply chaincompetition
Advanced Micro Devices, Inc. identifies supply and demand volatility as an AI-related risk area in 10-K disclosure language. 10-K
2025-02-05
96
specificity
Semiconductors SEC source
Last updated 2026-06-04