CHOKEPOINT
MIXEDGraph 2026-08-10---- -- -- --:--:-- UTC

SUBSTITUTES

Alternative producers in overlapping segments/subsegments — ranked by lower chokepoint score. Sanctioned peers sink to the bottom.

Applied Digital
Keys: ai datacenter · ai datacenter/colocation · ai datacenter/neocloud
CandidateCountryScoreVerdictOverlap
Together AIUnited States16CLEARai datacenter/neocloudCompare ›
Voltage ParkUnited States16CLEARai datacenter/neocloudCompare ›
Bit DigitalUnited States16CLEARai datacenter/neocloudCompare ›
LambdaUnited States17CLEARai datacenter/neocloudCompare ›
FluidstackUnited Kingdom21CLEARai datacenter/neocloudCompare ›
Nebius GroupNetherlands26CLEARai datacenter/neocloudCompare ›
Crusoe EnergyUnited States37CLEARai datacenter/neocloudCompare ›
Keppel DC REITSingapore37CLEARai datacenter/colocationCompare ›
DataBankUnited States37CLEARai datacenter/colocationCompare ›
FlexentialUnited States37CLEARai datacenter/colocationCompare ›
CologixUnited States37CLEARai datacenter/colocationCompare ›
YondrUnited Kingdom37CLEARai datacenter/colocationCompare ›
Data Provenance· generated 2026-08-10 01:06:49Z
  • › Consolidated Screening List (CSL) [LIVE] https://data.trade.gov/downloadable_consolidated_screening_list/v1/consolidated.json @ 2026-08-10T01:06:49.039Z
  • › USASpending.gov — DoD award search [LIVE] https://api.usaspending.gov/api/v2/search/spending_by_award/ @ 2026-08-10T01:06:49.377Z
  • › Curated ownership aggregation [FALLBACK] @ 2026-08-10T01:06:49.378Z
  • › Curated China-ecosystem + Nexperia edges (Phase B, CSET ETO + TechInsights + TrendForce + SCMP + BIS Entity List + Nexperia press release) [FALLBACK] @ 2026-08-10T01:06:49.378Z

Firm/commodity-level signals from public data — not component-level BOM. Scores are an analytic underwriting heuristic, not legal or procurement advice.