CHOKEPOINT
MIXEDGraph 2026-08-10---- -- -- --:--:-- UTC

SUBSTITUTES

Alternative producers in overlapping segments/subsegments — ranked by lower chokepoint score. Sanctioned peers sink to the bottom.

GDS Holdings
Keys: ai datacenter · ai datacenter/data center reit
CandidateCountryScoreVerdictOverlap
Keppel DC REITSingapore37CLEARai datacenter/data center reitCompare ›
Iron MountainUnited States40WATCHai datacenter/data center reitCompare ›
American TowerUnited States40WATCHai datacenter/data center reitCompare ›
Digital RealtyUnited States44WATCHai datacenter/data center reitCompare ›
EquinixUnited States45WATCHai datacenter/data center reitCompare ›
DriveNets Ltd.Israel10CLEARai datacenterCompare ›
Submer Technologies S.L.Spain10CLEARai datacenterCompare ›
Together AIUnited States16CLEARai datacenterCompare ›
Perplexity AIUnited States16CLEARai datacenterCompare ›
Hugging FaceUnited States16CLEARai datacenterCompare ›
Voltage ParkUnited States16CLEARai datacenterCompare ›
Bit DigitalUnited States16CLEARai datacenterCompare ›
Data Provenance· generated 2026-08-10 01:06:49Z
  • › Consolidated Screening List (CSL) [LIVE] https://data.trade.gov/downloadable_consolidated_screening_list/v1/consolidated.json @ 2026-08-10T01:06:49.039Z
  • › USASpending.gov — DoD award search [LIVE] https://api.usaspending.gov/api/v2/search/spending_by_award/ @ 2026-08-10T01:06:49.377Z
  • › Curated ownership aggregation [FALLBACK] @ 2026-08-10T01:06:49.378Z
  • › Curated China-ecosystem + Nexperia edges (Phase B, CSET ETO + TechInsights + TrendForce + SCMP + BIS Entity List + Nexperia press release) [FALLBACK] @ 2026-08-10T01:06:49.378Z

Firm/commodity-level signals from public data — not component-level BOM. Scores are an analytic underwriting heuristic, not legal or procurement advice.