COMPARE
Side-by-side factor and exposure compare for substitution diligence.
56
Score
WATCH — CoreWeave: sole-source / single-point-of-failure dominance compounded by concentrated foreign-origin supply in neocloud. A chokepoint underwriting concern at this tier.
Foreign-Origin Concentration51
Sole-Source Dependence85
Sanctions Exposure45
Downstream Criticality43
Sanctioned: No
DoD: —
Suppliers: 9
Customers: 4
48
Score
WATCH — IREN: sole-source / single-point-of-failure dominance compounded by concentrated foreign-origin supply in colocation. A chokepoint underwriting concern at this tier.
Foreign-Origin Concentration49
Sole-Source Dependence51
Sanctions Exposure45
Downstream Criticality45
Sanctioned: No
DoD: —
Suppliers: 7
Customers: 5
Shared counterparties
Shared suppliers (4)
Shared customers (2)
-2
Δ Foreign-Origin
-34
Δ Sole-Source
0
Δ Sanctions
+2
Δ Downstream