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
40
Score
WATCH — Oracle: concentrated foreign-origin supply compounded by sole-source / single-point-of-failure dominance in hyperscaler. A chokepoint underwriting concern at this tier.
Foreign-Origin Concentration48
Sole-Source Dependence48
Sanctions Exposure45
Downstream Criticality13
Sanctioned: No
DoD: —
Suppliers: 11
Customers: 2
Shared counterparties
Shared suppliers (3)
Shared customers (0)
None
+30
Δ Foreign-Origin
+31
Δ Sole-Source
0
Δ Sanctions
+13
Δ Downstream