[
{"entity":"anthropic","entity_name":"Anthropic","entity_kind":"lab","relationship":"self","issuer":"Anthropic, PBC","cik":"0002130357","symbol":"ANT","exchange":"Nasdaq Global Select Market","listing_status":"registered","note":"Proposed symbol, not yet trading. The S-1 of 2026-10-26 says Anthropic has applied to list its Class A common stock on the Nasdaq Global Select Market under the symbol “ANT.” We took the CIK from that filing (export filers).","mic":"XNGS","figi":"BBG0118LR3N0","disclosed_in":null,"source_url":"https://www.sec.gov/Archives/edgar/data/2130357/000162828026067168/anthropicpbc-sx1.htm","checked_on":"2026-11-04"},
{"entity":"anthropic","entity_name":"Anthropic","entity_kind":"lab","relationship":"investor","issuer":"AMAZON COM INC","cik":"0001018724","symbol":"AMZN","exchange":"Nasdaq","listing_status":"listed","note":"Amazon tags its Anthropic investment on amzn:AnthropicMember in its 10-Q and 10-K (recipe sec-amzn-anthropic). These are Amazon’s numbers on its exposure, not Anthropic’s.","mic":"XNGS","figi":"BBG000BVPV84","disclosed_in":"https://www.sec.gov/Archives/edgar/data/1018724/000101872426000040/amzn-20260930_htm.xml","source_url":"https://data.sec.gov/submissions/CIK0001018724.json","checked_on":"2026-11-04"},
{"entity":"anthropic","entity_name":"Anthropic","entity_kind":"lab","relationship":"investor","issuer":"Alphabet Inc.","cik":"0001652044","symbol":"GOOGL","exchange":"Nasdaq","listing_status":"listed","note":"Anthropic’s S-1/A says it has note purchase agreements with Google (through Google LLC) for convertible notes and preferred stock. Alphabet’s 10-K lists Google LLC as a subsidiary. Alphabet’s own filings never name Anthropic, so there’s no Alphabet-side series (sources.yaml cut alphabet-anthropic-stake). GOOG carries the same issuer.","mic":"XNGS","figi":"BBG009S39JX6","disclosed_in":"https://www.sec.gov/Archives/edgar/data/2130357/000162828026068676/anthropicpbc-sx1ax1.htm","source_url":"https://data.sec.gov/submissions/CIK0001652044.json","checked_on":"2026-11-05"},
{"entity":"openai","entity_name":"OpenAI","entity_kind":"lab","relationship":"none","issuer":null,"cik":null,"symbol":null,"exchange":null,"listing_status":"private","note":"No EDGAR filer. If it files an S-1 under its own name, we pick up its CIK at the next check (sources.yaml pending_filers) and add a row to export filers.","mic":null,"figi":null,"disclosed_in":null,"source_url":"https://efts.sec.gov/LATEST/search-index?q=%22OpenAI%22&forms=S-1","checked_on":"2026-11-04"},
{"entity":"openai","entity_name":"OpenAI","entity_kind":"lab","relationship":"investor","issuer":"MICROSOFT CORP","cik":"0000789019","symbol":"MSFT","exchange":"Nasdaq","listing_status":"listed","note":"Microsoft tags its OpenAI interest on msft:OpenAIGlobalLlcMember in its 10-Q and 10-K (recipe sec-msft-openai). Microsoft’s numbers, not OpenAI’s.","mic":"XNGS","figi":"BBG000BPH459","disclosed_in":"https://www.sec.gov/Archives/edgar/data/789019/000119312526436133/msft-20260930_htm.xml","source_url":"https://data.sec.gov/submissions/CIK0000789019.json","checked_on":"2026-11-04"},
{"entity":"google","entity_name":"Google","entity_kind":"lab","relationship":"parent","issuer":"Alphabet Inc.","cik":"0001652044","symbol":"GOOGL","exchange":"Nasdaq","listing_status":"listed","note":"Alphabet reports no Gemini line. The nearest audited figure is the Google Cloud segment (export revenue_facts). EDGAR lists GOOGL, GOOG, GOOGM and GOOGN for this CIK.","mic":"XNGS","figi":"BBG009S39JX6","disclosed_in":"https://www.sec.gov/Archives/edgar/data/1652044/000165204426000018/googexhibit2101q42025.htm","source_url":"https://data.sec.gov/submissions/CIK0001652044.json","checked_on":"2026-11-04"},
{"entity":"google","entity_name":"Google","entity_kind":"lab","relationship":"parent","issuer":"Alphabet Inc.","cik":"0001652044","symbol":"GOOG","exchange":"Nasdaq","listing_status":"listed","note":"Same issuer as GOOGL.","mic":"XNGS","figi":"BBG009S3NB30","disclosed_in":"https://www.sec.gov/Archives/edgar/data/1652044/000165204426000018/googexhibit2101q42025.htm","source_url":"https://data.sec.gov/submissions/CIK0001652044.json","checked_on":"2026-11-04"},
{"entity":"meta","entity_name":"Meta","entity_kind":"lab","relationship":"self","issuer":"Meta Platforms, Inc.","cik":"0001326801","symbol":"META","exchange":"Nasdaq","listing_status":"listed","note":"The lab is part of the issuer, whose segments are Family of Apps and Reality Labs, never the model API.","mic":"XNGS","figi":"BBG000MM2P62","disclosed_in":null,"source_url":"https://data.sec.gov/submissions/CIK0001326801.json","checked_on":"2026-11-04"},
{"entity":"xai","entity_name":"xAI","entity_kind":"lab","relationship":"parent","issuer":"SPACE EXPLORATION TECHNOLOGIES CORP","cik":"0001181412","symbol":"SPCX","exchange":"Nasdaq","listing_status":"listed","note":"A blend. SpaceX has been xAI’s parent since the 2025 merger and files as one registrant, so SPCX includes launch and Starlink along with xAI, and its revenue is the parent’s consolidated figure. The xAI hiring board mixes the two companies too (company_name SpaceXAI).","mic":"XNGS","figi":"BBG000NQF3Z5","disclosed_in":"https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/exhibit21-sx1.htm","source_url":"https://data.sec.gov/submissions/CIK0001181412.json","checked_on":"2026-11-04"},
{"entity":"mistral","entity_name":"Mistral","entity_kind":"lab","relationship":"none","issuer":null,"cik":null,"symbol":null,"exchange":null,"listing_status":"private","note":"No EDGAR filer. “Mistral AI” appears in S-1-family filings only as a CoreWeave customer (two S-1/A, March 2025).","mic":null,"figi":null,"disclosed_in":null,"source_url":"https://efts.sec.gov/LATEST/search-index?q=%22Mistral%20AI%22&forms=S-1,S-1/A","checked_on":"2026-11-04"},
{"entity":"deepseek","entity_name":"DeepSeek","entity_kind":"lab","relationship":"none","issuer":null,"cik":null,"symbol":null,"exchange":null,"listing_status":"private","note":"No EDGAR filer. “DeepSeek” appears in S-1-family filings only in other companies’ prospectuses (7 hits, among them WhiteFiber, SharonAI and Gloo).","mic":null,"figi":null,"disclosed_in":null,"source_url":"https://efts.sec.gov/LATEST/search-index?q=%22DeepSeek%22&forms=S-1,S-1/A","checked_on":"2026-11-04"},
{"entity":"alibaba","entity_name":"Alibaba","entity_kind":"lab","relationship":"parent","issuer":"Alibaba Group Holding Ltd","cik":"0001577552","symbol":"BABA","exchange":"NYSE","listing_status":"listed","note":"A blend. Qwen is built and sold by Alibaba Cloud, part of the Cloud Intelligence Group segment, beside all of Alibaba’s e-commerce. Alibaba files 20-F annual reports and 6-K notices, and reports in RMB. The NYSE line is American depositary shares; BABAF and BBAAY trade over the counter.","mic":"XNYS","figi":"BBG006G2JVL2","disclosed_in":"https://www.sec.gov/Archives/edgar/data/1577552/000119312526231755/baba-ex8_1.htm","source_url":"https://data.sec.gov/submissions/CIK0001577552.json","checked_on":"2026-11-04"},
{"entity":"moonshot","entity_name":"Moonshot AI","entity_kind":"lab","relationship":"none","issuer":null,"cik":null,"symbol":null,"exchange":null,"listing_status":"private","note":"No EDGAR filer, and no S-1-family filing names “Moonshot AI”.","mic":null,"figi":null,"disclosed_in":null,"source_url":"https://efts.sec.gov/LATEST/search-index?q=%22Moonshot%20AI%22&forms=S-1,S-1/A","checked_on":"2026-11-04"},
{"entity":"microsoft","entity_name":"Microsoft","entity_kind":"filer","relationship":"self","issuer":"MICROSOFT CORP","cik":"0000789019","symbol":"MSFT","exchange":"Nasdaq","listing_status":"listed","note":"A filer we track (sources.yaml cik_whitelist). We alert on its filings and read its OpenAI facts, capex and backlog (/exposure). Azure GPU list prices come from recipe gpu-azure.","mic":"XNGS","figi":"BBG000BPH459","disclosed_in":null,"source_url":"https://data.sec.gov/submissions/CIK0000789019.json","checked_on":"2026-11-04"},
{"entity":"amazon","entity_name":"Amazon","entity_kind":"filer","relationship":"self","issuer":"AMAZON COM INC","cik":"0001018724","symbol":"AMZN","exchange":"Nasdaq","listing_status":"listed","note":"A filer we track (sources.yaml cik_whitelist). We alert on its filings and read its Anthropic facts, capex and backlog (/exposure).","mic":"XNGS","figi":"BBG000BVPV84","disclosed_in":null,"source_url":"https://data.sec.gov/submissions/CIK0001018724.json","checked_on":"2026-11-04"},
{"entity":"nvidia","entity_name":"NVIDIA","entity_kind":"filer","relationship":"self","issuer":"NVIDIA CORP","cik":"0001045810","symbol":"NVDA","exchange":"Nasdaq","listing_status":"listed","note":"A filer we track (sources.yaml cik_whitelist). We alert on its filings. No lab relationship is mapped.","mic":"XNGS","figi":"BBG000BBJQV0","disclosed_in":null,"source_url":"https://data.sec.gov/submissions/CIK0001045810.json","checked_on":"2026-11-04"},
{"entity":"oracle","entity_name":"Oracle","entity_kind":"filer","relationship":"self","issuer":"ORACLE CORP","cik":"0001341439","symbol":"ORCL","exchange":"NYSE","listing_status":"listed","note":"A filer we track (sources.yaml cik_whitelist). We alert on its filings and read its capex and backlog (/exposure). Its GPU list prices come from recipe gpu-oracle. EDGAR also lists ORCL-PD for this CIK.","mic":"XNYS","figi":"BBG000BQLTW7","disclosed_in":null,"source_url":"https://data.sec.gov/submissions/CIK0001341439.json","checked_on":"2026-11-04"},
{"entity":"coreweave","entity_name":"CoreWeave","entity_kind":"filer","relationship":"self","issuer":"CoreWeave, Inc.","cik":"0001769628","symbol":"CRWV","exchange":null,"listing_status":"listed","note":"A GPU-rental comparable for the Compute thesis. Revenue comes from company facts (recipe sec-revenue-crwv) and list prices from recipe gpu-coreweave. Issuer name and symbol are as EDGAR full-text search prints them. We don’t read its submissions feed, so no exchange is stated.","mic":"XNGS","figi":"BBG011ZTRJ21","disclosed_in":null,"source_url":"https://data.sec.gov/api/xbrl/companyfacts/CIK0001769628.json","checked_on":"2026-11-04"}
]