The Four Sovereignty Invariants: Quantifying Single-Point Chokepoints Across the Global AI Compute Supply Chain
Year: 2026
Type: article
Abstract: Executive Abstract: Between 2024 and 2026, nation-states and Fortune 500 enterprises committed over $1.4 trillion to 'Sovereign AI' initiatives under the assumption that purchasing domestic GPU clusters or training national foundation models confers strategic autonomy. This working paper demonstrates why that assumption is structurally false. By mapping 12 physical and jurisdictional layers of the global AI compute stack, we show that single-vendor or single-region concentration exceeds 70% to 100% at six non-substitutable bottlenecks—including 100% of High-NA EUV lithography (ASML), 92% of CoWoS advanced wafer packaging (TSMC), 90% of ultra-high-purity crucible quartz (Spruce Pine, USA), and extraterritorial cloud IAM kill-switches. We formalize the Four Sovereignty Invariants from The Sovereign Illusion to provide policymakers and CTOs with a quantitative framework for auditing supply-chain resilience. Companion Volume & Open Dataset: Book (Amazon Kindle / Print): https://www.amazon.com/dp/B0HMS4JJ1R (ASIN: B0HMS4JJ1R / Paperback: B0HMX59GSQ / Hardcover: B0HMZRG96T) Open Chokepoint Dataset & Interactive Simulator: https://github.com/digbijoylabs/the-sovereign-illusion Publisher Portal: https://digbijoylabs.com
Author: Brooks, Victor
Language: English
Field: Social Sciences
Domain: Social Sciences
Open Access status: green
OpenAlex ID: W7225753930
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