COMPARE
Side-by-side factor and exposure compare for substitution diligence.
47
Score
WATCH — GDS Holdings: concentrated foreign-origin supply compounded by sole-source / single-point-of-failure dominance in data center reit. A chokepoint underwriting concern at this tier.
Foreign-Origin Concentration76
Sole-Source Dependence62
Sanctions Exposure0
Downstream Criticality45
Sanctioned: No
DoD: —
Suppliers: 4
Customers: 5
16
Score
CLEAR — Bit Digital: sanctions exposure in its immediate supply path in neocloud. A chokepoint underwriting concern at this tier.
Foreign-Origin Concentration3
Sole-Source Dependence17
Sanctions Exposure45
Downstream Criticality0
Sanctioned: No
DoD: —
Suppliers: 3
Customers: 0
Shared counterparties
Shared suppliers (0)
None
Shared customers (0)
None
-73
Δ Foreign-Origin
-45
Δ Sole-Source
+45
Δ Sanctions
-45
Δ Downstream