Strategic Context: The Inertia of the Allied Tech Stack
As reported by defense and enterprise analyses, allied governments face an unprecedented friction barrier when attempting to replace American suppliers. The challenge is rarely pure financial capital; it is the compound lock-in of hyperscaler API ecosystems, specialized GPU microarchitectures, and deeply integrated intelligence software. Replacing these stacks requires building parallel software tooling, retraining thousands of operators, and accepting a multi-year gap in real-time allied interoperability.