COMPARE
Side-by-side factor and exposure compare for substitution diligence.
48
Score
WATCH — Applied Digital: sole-source / single-point-of-failure dominance compounded by concentrated foreign-origin supply in colocation. A chokepoint underwriting concern at this tier.
Foreign-Origin Concentration49
Sole-Source Dependence51
Sanctions Exposure45
Downstream Criticality45
Sanctioned: No
DoD: —
Suppliers: 7
Customers: 5
16
Score
CLEAR — Voltage Park: sanctions exposure in its immediate supply path in neocloud. A chokepoint underwriting concern at this tier.
Foreign-Origin Concentration3
Sole-Source Dependence17
Sanctions Exposure45
Downstream Criticality0
Sanctioned: No
DoD: —
Suppliers: 3
Customers: 0
Shared counterparties
Shared suppliers (3)
Shared customers (0)
None
-46
Δ Foreign-Origin
-34
Δ Sole-Source
0
Δ Sanctions
-45
Δ Downstream