Industry view

AI Risk Disclosures by Industry

Industry grouping makes it easier to compare how AI risk language differs across software, platforms, semiconductors, commerce, and data infrastructure companies.

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

Cloud and Commerce

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

Commerce Platforms

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

Data Platforms

2 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
2 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 SaaS

2 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
2 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

Enterprise Software

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

Enterprise Technology

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

Internet Platforms

2 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
2 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

Semiconductors

3 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
2 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
3 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

Software

2 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
2 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