NEXTDC supply chain risk
As of 2026-09-05, NEXTDC depends on 4 tracked suppliers headquartered in 4 countries (1 of them in France). 3 of those suppliers hold a monopoly or leader position in their own segment, led by Schneider Electric, Delta Electronics and Vertiv. NEXTDC itself carries a supply-chain criticality score of 8/100, with 19 tracked companies downstream of it.
Data as of 2026-09-05 · suppliers are the curated key_supplier edges in the wafergraph dataset (researched or segment-inferred — see /methodology) · criticality is the graph-derived chokepoint score, 0–100
Dominant and single-source suppliers
- Schneider Electric — leader in Power & Cooling, France
- Delta Electronics — leader in Power & Cooling, Taiwan
- Vertiv — leader in Power & Cooling, United States
A monopoly or leader supplier is the hardest to replace. These are the edges to watch first.
Suppliers by country
- France — 1 supplier (25%)
- Taiwan — 1 supplier (25%)
- United States — 1 supplier (25%)
- Ireland — 1 supplier (25%)
All 4 tracked suppliers
| Supplier | Segment | Position | Country | Criticality |
|---|---|---|---|---|
| Schneider Electric | Power & Cooling | leader | France | 91/100 |
| Delta Electronics | Power & Cooling | leader | Taiwan | 91/100 |
| Vertiv | Power & Cooling | leader | United States | 91/100 |
| Eaton | Power & Cooling | major | Ireland | 76/100 |
Downstream exposure
- Criticality score: 8/100
- Companies downstream of NEXTDC: 19
- Tracked market cap downstream (priced companies only): $19.28T across 9 priced companies
Cite as: wafergraph, “NEXTDC supply chain risk — 4 suppliers, single-source exposure & criticality”, https://wafergraph.com/supply-chain-risk/nextdc (data as of 2026-09-05).
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