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# Chokepoint Anatomy
Scrutica

# Supply Chain

[2 corrections · latest Jul 15, 2026→](/corrections#rederived-citation-support-audit-july-2026 "This page has had one or more public corrections. Click to see the full record.")1d

Who supplies whom across the AI compute chain, where the structure concentrates, whether that concentration is tightening, and what is moving through it now. Named-entity bilateral dependencies rather than market-share proxies; the hourglass of single-supplier and single-jurisdiction chokepoints; a four-dimension stress reading with adjustable weights; the semiconductor cycle that sets the near-term ceiling; and the forward supply model of what is buildable.