Scrutica
Where NetEase, Inc. sits in the compute supply chain — geographic revenue split, segment mix, capex / FCF / buyback history, and industry placement — sourced from licensed-database extracts and SEC EDGAR, joined to the supply-chain graph through the industry classification.
No licensed-database enrichment loaded for this entity — geographic revenue, segments, capital allocation, and industry classification are absent. Coverage rules in the methodology.
Dollar flows are annual figures from the fiscal year labelled on the row — SEC segment and >10%-customer disclosures, re-derived company disclosures, or a licensed supply-chain database; per-row source and authority tier on hover. A row without a year means the source does not state the period. The 3-month Pearson r comes from a licensed supply-chain database; correlation is a coupling proxy — shared market sensitivity, not a causal channel. Sole-source edges are flagged inline.
The substrates above join to the platform's analytical surfaces. Each link carries NetEase, Inc.'s own numbers into the tool that acts on them.
23 upstream · 3 downstream — the interactive graph opens with NetEase, Inc. selected. The cascade simulator propagates seed disruptions across this same edge set, weighted by the curator's substitutability assessment.
Facilities, sovereign-AI programs, export-control posture, and the announced-versus-deployed reality gap for the country.
Side-by-side facilities, GPU inventory, power, revenue, capex, and market cap.