COMPARE
Side-by-side factor and exposure compare for substitution diligence.
21
Score
CLEAR — Fluidstack: sanctions exposure in its immediate supply path in neocloud. A chokepoint underwriting concern at this tier.
Foreign-Origin Concentration18
Sole-Source Dependence17
Sanctions Exposure45
Downstream Criticality0
Sanctioned: No
DoD: —
Suppliers: 3
Customers: 0
47
Score
WATCH — HIVE Digital Technologies: concentrated foreign-origin supply compounded by sole-source / single-point-of-failure dominance in colocation. A chokepoint underwriting concern at this tier.
Foreign-Origin Concentration49
Sole-Source Dependence49
Sanctions Exposure45
Downstream Criticality45
Sanctioned: No
DoD: —
Suppliers: 7
Customers: 5
Shared counterparties
Shared suppliers (3)
Shared customers (0)
None
+31
Δ Foreign-Origin
+32
Δ Sole-Source
0
Δ Sanctions
+45
Δ Downstream