BLAST RADIUS
If this track is cut off, here's what loses a node across the defense-relevant supply chain.
Critical chokepoints
4
Directly Affected
35
Total Affected
1
DoD-Exposed Hit
10
Segments Hit
DoD-Exposed in Blast Radius · Cutting Yangtze Memory (YMTC) strands Scale AI — firms with matched US defense procurement awards.
- Yangtze Memory (YMTC) → Dell Technologies → CoreWeave → Scale AI · 3h · $105.6M
Blast Radius · tiered dependency cascade
Track Goes Dark
Yangtze Memory (YMTC)
35 tracks downstream
→
Tier 1 · direct4
Tier 2 · indirect18
CoreWeave56
United States
Microsoft50
United States
Applied Digital48
United States
IREN48
Australia
Amazon (Annapurna Labs)47
United States
HIVE Digital Technologies47
Canada
Nscale47
United Kingdom
Alphabet (Google)43
United States
Oracle40
United States
Crusoe Energy37
United States
xAI33
United States
Meta Platforms32
United States
+6 more
DoD-exposedSole-sourceScore = firm criticality / 100
Segments Touched (10)
ai labcolocationcustom silicondata center reithyperscaleridmneocloudnetworking systemspower thermalsystems odm