ENTITY · digitalbridge
DigitalBridgeDBRG
United States·colocation·major·$2.9B mkt cap
Digital-infrastructure investment manager owning DC and tower platforms.
WATCH · 40–69
40/100 illustrative
Underwriting Thesis
WATCH — DigitalBridge: sole-source / single-point-of-failure dominance compounded by concentrated foreign-origin supply in colocation. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration51
Sole-Source Dependence62
Sanctions Exposure0
Downstream Criticality45
Sanctions Exposure
Entity not present on tracked screening lists (CSL).
DoD Exposure
No matched DoD semiconductor awards (USASpending) for this entity.
Shortest paths → DoD-exposed firms
- Scale AI · 2 hops · $105.6MDigitalBridge → Amazon (Annapurna Labs) → Scale AI
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 4
- VertivUnited StatesDOMESTIC
- Schneider ElectricFranceALLIED
- EatonIrelandALLIED
- Delta ElectronicsTaiwanCHOKEPOINT
Key Customers · downstream · 5
- Amazon (Annapurna Labs)United StatesDOMESTIC
- MicrosoftUnited StatesDOMESTIC
- Alphabet (Google)United StatesDOMESTIC
- Meta PlatformsUnited StatesDOMESTIC
- OracleUnited StatesDOMESTIC