ENTITY · inspur
Deal-Killer · Procurement Veto
Inspur is itself sanctioned (BIS-EntityList, NDAA-1260H, NDAA-CMIC).Inspur000977
China·systems odm·major·$14.3B mkt cap
Chinese server and AI-system maker.
CRITICAL · 70–100
71/100 illustrative
Underwriting Thesis
CRITICAL — Inspur is itself sanctioned (BIS-EntityList, NDAA-1260H, NDAA-CMIC). A sanctioned node in the immediate supply path is a binary procurement risk that overrides all favorable factors.
Factor Breakdown
Foreign-Origin Concentration70
Sole-Source Dependence62
Sanctions Exposure100
Downstream Criticality45
Sanctions Exposure
BIS-EntityListNDAA-1260HNDAA-CMIC
DoD Exposure
No matched DoD semiconductor awards (USASpending) for this entity.
Shortest paths → DoD-exposed firms
- Scale AI · 2 hops · $105.6MInspur → Amazon (Annapurna Labs) → Scale AI
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 3
Key Customers · downstream · 5
- Amazon (Annapurna Labs)United StatesDOMESTIC
- MicrosoftUnited StatesDOMESTIC
- Alphabet (Google)United StatesDOMESTIC
- Meta PlatformsUnited StatesDOMESTIC
- OracleUnited StatesDOMESTIC