COMPARE
Side-by-side factor and exposure compare for substitution diligence.
50
Score
WATCH — Microsoft: sole-source / single-point-of-failure dominance compounded by concentrated foreign-origin supply in custom silicon. A chokepoint underwriting concern at this tier.
Foreign-Origin Concentration54
Sole-Source Dependence59
Sanctions Exposure45
Downstream Criticality38
Sanctioned: No
DoD: —
Suppliers: 19
Customers: 1
34
Score
CLEAR — IBM: concentrated foreign-origin supply compounded by sanctions exposure in its immediate supply path in hyperscaler. A chokepoint underwriting concern at this tier.
Foreign-Origin Concentration50
Sole-Source Dependence30
Sanctions Exposure45
Downstream Criticality0
Sanctioned: No
DoD: —
Suppliers: 5
Customers: 0