Capital Concentration in AI Infrastructure: The Repeatable Mechanism Behind the 2024–2026 Compute Buildout

Ukraine's drone industry — battlefield FPVs (first-person-view strike craft), reconnaissance UAVs (unmanned aerial vehicles), and loitering munitions, not consumer quadcopters — has spent the past year proving the first half of that rule. The country's distributed production base now includes more than 160 FPV firms, Ukrainian FPV capacity now exceeds 8 million units per year, and a drone strike share that Deputy Defence Minister Oleksandr Kozenko told the Shangri-La Dialogue now accounts for 80 percent of all battlefield strikes.

Zelenskyy's Statehood Day remarks named the next rung: 20 million drones a year. He used the moment to remind listeners that the 1-million pledge, announced a year earlier, had been treated as fantasy at home and abroad. The 1M-to-10M-to-20M arc is the spine — the previous target has become the floor.

The second half of the rule is the conditionality. Deputy Defence Minister Mstyslav Banik told the NATO Parliamentary Assembly that the 20-million capacity is gated on allied funding. The first turn, per the government's own account, was funded domestically. The second turn, on Banik's evidence, is a foreign-aid question wearing a production number.