COMPARE
Side-by-side factor and exposure compare for substitution diligence.
33
Score
CLEAR — Tesla: concentrated foreign-origin supply compounded by sanctions exposure in its immediate supply path in custom silicon. A chokepoint underwriting concern at this tier.
Foreign-Origin Concentration57
Sole-Source Dependence17
Sanctions Exposure45
Downstream Criticality0
Sanctioned: No
DoD: —
Suppliers: 4
Customers: 0
47
Score
WATCH — Amazon (Annapurna Labs): concentrated foreign-origin supply compounded by sole-source / single-point-of-failure dominance in custom silicon. A chokepoint underwriting concern at this tier.
Foreign-Origin Concentration59
Sole-Source Dependence59
Sanctions Exposure45
Downstream Criticality17
Sanctioned: No
DoD: —
Suppliers: 16
Customers: 1
Shared counterparties
Shared suppliers (3)
Shared customers (0)
None
+2
Δ Foreign-Origin
+42
Δ Sole-Source
0
Δ Sanctions
+17
Δ Downstream