Sovereign AI depends on a hardware supply chain concentrated in a few places. Leaders need to know which links are single points of failure.
Prior work from the Lab · Research
AI Supply Chain Chokepoints
A deep dive into the fabs, packaging sites, and chokepoints behind military and first responder AI compute.
A sourced dataset of fabs, sites, chokepoints, relocation costs, and power and connectivity events, loaded into a graph database for analysis.
Every row is dated and sourced, with Verified, Claim, and Analysis labels under our research quality standard.
- [Verified] "All made in Taiwan" overstates it: the claim holds for advanced packaging, not every stage.
- [Analysis] Power is a small share (about 1–4%) of a cloud GPU-hour's price; location premiums and availability matter more.
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