COMPARE
Side-by-side factor and exposure compare for substitution diligence.
56
Score
WATCH — CoreWeave: sole-source / single-point-of-failure dominance compounded by concentrated foreign-origin supply in neocloud. A chokepoint underwriting concern at this tier.
Foreign-Origin Concentration51
Sole-Source Dependence85
Sanctions Exposure45
Downstream Criticality43
Sanctioned: No
DoD: —
Suppliers: 9
Customers: 4
26
Score
CLEAR — Nebius Group: sanctions exposure in its immediate supply path in neocloud. A chokepoint underwriting concern at this tier.
Foreign-Origin Concentration18
Sole-Source Dependence29
Sanctions Exposure45
Downstream Criticality9
Sanctioned: No
DoD: —
Suppliers: 4
Customers: 1
Shared counterparties
Shared suppliers (4)
Shared customers (1)
-33
Δ Foreign-Origin
-56
Δ Sole-Source
0
Δ Sanctions
-34
Δ Downstream