CHOKEPOINT
MIXEDGraph 2026-08-10---- -- -- --:--:-- UTC

BLAST RADIUS

If this track is cut off, here's what loses a node across the defense-relevant supply chain.

Critical chokepoints
3
Directly Affected
50
Total Affected
1
DoD-Exposed Hit
12
Segments Hit
DoD-Exposed in Blast Radius · Cutting POET Technologies strands Scale AI — firms with matched US defense procurement awards.
  • POET Technologies → NVIDIA → Scale AI · 2h · $105.6M
Segments Touched (12)
ai labcolocationcustom silicondata center reitgpu ai acceleratorshyperscaleridmneocloudnetworking siliconnetworking systemspower thermalsystems odm
Data Provenance· generated 2026-08-10 01:06:49Z
  • Consolidated Screening List (CSL) [LIVE] https://data.trade.gov/downloadable_consolidated_screening_list/v1/consolidated.json @ 2026-08-10T01:06:49.039Z
  • USASpending.gov — DoD award search [LIVE] https://api.usaspending.gov/api/v2/search/spending_by_award/ @ 2026-08-10T01:06:49.377Z
  • Curated ownership aggregation [FALLBACK] @ 2026-08-10T01:06:49.378Z
  • Curated China-ecosystem + Nexperia edges (Phase B, CSET ETO + TechInsights + TrendForce + SCMP + BIS Entity List + Nexperia press release) [FALLBACK] @ 2026-08-10T01:06:49.378Z

Firm/commodity-level signals from public data — not component-level BOM. Scores are an analytic underwriting heuristic, not legal or procurement advice.

Cascade: What Breaks If One Supplier Goes Dark | Chokepoint Score