Supply chain dependency analysis for GPU cloud providers (CoreWeave, Nebius, Applied Digital, IREN). Bilateral edges from FactSet Revere: supplier concentration, customer concentration, NVIDIA single-source exposure assessment. Explore the full supply chain graph: Supply Chain. Layer-by-layer concentration scoring: Chokepoint Anatomy.
AI-focused cloud companies promise to diversify compute access beyond the hyperscalers, but do their supply chains actually diversify? Bilateral dependency data shows most neoclouds share the incumbents' chip suppliers, fabs, and sole-source relationships. Diversification stops at the customer-facing layer. Explore the full Supply Chain graph or see layer-by-layer concentration in Chokepoint Anatomy.