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Sovereign AI Firewalls: National Security Controls vs. Open Research Commons

Export controls have materially reshaped the AI landscape — cutting US semiconductor sales to China by $22.4B while accelerating Chinese domestic production by 310% — but whether sovereign firewalls ultimately accelerate or retard innovation remains genuinely contested, with evidence suggesting China's firewalled model iteration cycle (14 days) outpaces Germany's open-integrated one (22 days), complicating the standard assumption that openness drives speed. The deeper tension is not security versus openness but who the "commons" actually serves: 87% of top AI conference papers originate in the Global North, under 0.3% of Hugging Face models are maintained by African institutions, and the Foreign Direct Product Rule extends US semiconductor jurisdiction extraterritorially, making "open research" function, for many Global South actors, as managed dependency rather than shared infrastructure. Innovative sovereignty models from Korea (mutual model reciprocity), India (provenance-tagged federated commons), and ASEAN (tiered sovereignty architecture) suggest the binary of firewall versus openness is already obsolete — but longitudinal data on whether fragmentation degrades AI safety coordination, and honest accounting of compute costs for researchers outside OECD institutions, remain absent from the literature.

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