ENTITY · cisco
Cisco SystemsCSCO
United States·networking systems·major·$471.2B mkt cap
Networking giant supplying AI data-center switching and silicon.
CLEAR · 0–39
30/100 illustrative
Underwriting Thesis
CLEAR — Cisco Systems: sanctions exposure in its immediate supply path compounded by sole-source / single-point-of-failure dominance in networking systems. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration3
Sole-Source Dependence40
Sanctions Exposure45
Downstream Criticality40
Sanctions Exposure
Entity not present on tracked screening lists (CSL).
DoD Exposure
No matched DoD semiconductor awards (USASpending) for this entity.
Shortest paths → DoD-exposed firms
- Scale AI · 2 hops · $105.6MCisco Systems → Microsoft → Scale AI
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 2
- BroadcomUnited StatesDOMESTIC
- Marvell TechnologyUnited StatesDOMESTIC
Key Customers · downstream · 1
- MicrosoftUnited StatesDOMESTIC