COMPARE
Side-by-side factor and exposure compare for substitution diligence.
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
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
Shared counterparties
Shared suppliers (3)
Shared customers (0)
None
+31
Δ Foreign-Origin
+22
Δ Sole-Source
0
Δ Sanctions
+36
Δ Downstream