COMPARE
Side-by-side factor and exposure compare for substitution diligence.
16
Score
CLEAR — Perplexity AI: sanctions exposure in its immediate supply path in ai lab. A chokepoint underwriting concern at this tier.
Foreign-Origin Concentration3
Sole-Source Dependence17
Sanctions Exposure45
Downstream Criticality0
Sanctioned: No
DoD: —
Suppliers: 6
Customers: 0
58
Score
CRITICAL — Baidu is itself sanctioned (NDAA-1260H); direct suppliers sanctioned: SMIC [BIS-EntityList, NDAA-1260H, NDAA-CMIC], JCET Group [BIS-EntityList]. A sanctioned node in the immediate supply path is a binary procurement risk that overrides all favorable factors.
Foreign-Origin Concentration85
Sole-Source Dependence30
Sanctions Exposure100
Downstream Criticality0
Sanctioned: NDAA-1260H
DoD: —
Suppliers: 7
Customers: 0