COMPARE
Side-by-side factor and exposure compare for substitution diligence.
21
Score
CLEAR — Fluidstack: sanctions exposure in its immediate supply path in neocloud. A chokepoint underwriting concern at this tier.
Foreign-Origin Concentration18
Sole-Source Dependence17
Sanctions Exposure45
Downstream Criticality0
Sanctioned: No
DoD: —
Suppliers: 3
Customers: 0
26
Score
CLEAR — Nebius Group: sanctions exposure in its immediate supply path in neocloud. A chokepoint underwriting concern at this tier.
Foreign-Origin Concentration18
Sole-Source Dependence29
Sanctions Exposure45
Downstream Criticality9
Sanctioned: No
DoD: —
Suppliers: 4
Customers: 1
Shared counterparties
Shared suppliers (3)
Shared customers (0)
None
0
Δ Foreign-Origin
+12
Δ Sole-Source
0
Δ Sanctions
+9
Δ Downstream