Oracle supply chain risk

Dominant and single-source suppliers

• NVIDIA — leader in GPU & AI Accelerators, United States criticality 81/100
• TSMC — leader in Pure-Play Foundry, Taiwan criticality 81/100
• Broadcom — leader in Networking Silicon, United States criticality 81/100
• Dell Technologies — leader in Networking & Systems, United States criticality 81/100
• Arista Networks — leader in Networking & Systems, United States criticality 9/100
• Schneider Electric — leader in Power & Cooling, France criticality 91/100
• Delta Electronics — leader in Power & Cooling, Taiwan criticality 91/100
• Hon Hai (Foxconn) — leader in Systems & ODM (AI servers), Taiwan criticality 81/100
• Vertiv — leader in Power & Cooling, United States criticality 91/100
• Equinix — leader in Data Center REITs, United States criticality 81/100
• Bloom Energy — leader in Power & Cooling, United States criticality 81/100
• Digital Realty — leader in Data Center REITs, United States criticality 81/100
• Quanta Computer — leader in Systems & ODM (AI servers), Taiwan criticality 81/100

A monopoly or leader supplier is the hardest to replace. These are the edges to watch first.

Suppliers by country

• United States — 37 suppliers (53%)
• Taiwan — 10 suppliers (14%)
• China — 4 suppliers (6%)
• United Kingdom — 4 suppliers (6%)
• Canada — 3 suppliers (4%)
• Australia — 3 suppliers (4%)
• Singapore — 2 suppliers (3%)
• France — 1 supplier (1%)
• Ireland — 1 supplier (1%)
• Japan — 1 supplier (1%)
• Hong Kong — 1 supplier (1%)
• Sweden — 1 supplier (1%)
• India — 1 supplier (1%)
• Denmark — 1 supplier (1%)

All 70 tracked suppliers

Downstream exposure

• Criticality score: 3/100
• Companies downstream of Oracle: 6
• Tracked market cap downstream (priced companies only): $7.64T across 3 priced companies