ENTITY · hpe
Hewlett Packard EnterpriseHPE
United States·networking systems·major·$62.8B mkt cap
Enterprise servers, HPC, and AI systems (incl. Cray).
CLEAR · 0–39
30/100 illustrative
Underwriting Thesis
CLEAR — Hewlett Packard Enterprise: sanctions exposure in its immediate supply path compounded by sole-source / single-point-of-failure dominance in networking systems. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration3
Sole-Source Dependence40
Sanctions Exposure45
Downstream Criticality40
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 · $105.6MHewlett Packard Enterprise → Microsoft → Scale AI
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 3
- NVIDIAUnited StatesDOMESTIC
- BroadcomUnited StatesDOMESTIC
- Marvell TechnologyUnited StatesDOMESTIC
Key Customers · downstream · 1
- MicrosoftUnited StatesDOMESTIC