Topic page

AI Risk Disclosure

AI risk disclosures are statements in public company filings that describe how artificial intelligence may affect competition, operations, compliance, security, data rights, product quality, or market access.

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 tracked signal(s)

AI product risk

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

1 tracked signal(s)

Cloud execution

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

1 tracked signal(s)

Competitive displacement

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

1 tracked signal(s)

Content and safety

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

1 tracked signal(s)

Customer data and privacy

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

1 tracked signal(s)

Data security

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

1 tracked signal(s)

Enterprise adoption risk

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

1 tracked signal(s)

Export controls

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

1 tracked signal(s)

Government and defense use

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

1 tracked signal(s)

IP and content rights

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

1 tracked signal(s)

Infrastructure demand

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

1 tracked signal(s)

Merchant trust

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

1 tracked signal(s)

Model governance

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

1 tracked signal(s)

Supply and demand volatility

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

1 tracked signal(s)

Representative signals

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 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
3 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
4 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
5 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
6 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
7 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
8 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
9 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
10 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