The National Security Demand Layer.png
The National Security Demand Layer.png

The National Security Demand Layer

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The National Security Demand Layer argues that defense, intelligence, cybersecurity, border security, autonomous systems, and sovereign AI strategies may become durable sources of AI infrastructure demand. The paper frames national security not as a side market, but as a major demand vertical that can shape compute procurement, export controls, supply-chain policy, model deployment, and the geography of AI infrastructure.

The National Security Demand Layer argues that defense, intelligence, cybersecurity, border security, autonomous systems, and sovereign AI strategies may become durable sources of AI infrastructure demand. The paper frames national security not as a side market, but as a major demand vertical that can shape compute procurement, export controls, supply-chain policy, model deployment, and the geography of AI infrastructure.