Sovereign UK industrial AI compute

Consortium value bridge for aerospace and defence AI compute

A five-year calculator for testing whether sovereign reserved compute creates board-level value for primes, Government and the secure defence supply chain.

Total value added
£1.7bn
Cash-flow NPV plus AI-exposed valuation re-rating.
Additional profits
£669,688,233
Five-year EBIT uplift after implementation costs.
Compute costs saved
-£487,311,441
Five-year retail/API cost avoided versus consortium cost.
Token demand
5.8tn
Break-even at 89.2tn annual tokens.
Five-year benefits by consortium member
Values are model outputs in GBP. Shareholder value added uses five-year cash-flow NPV plus the selected EV/EBITDA re-rating.
MemberShareholder valueAdditional profitsCompute savedAnnual tokensProductivity cashRe-rating
BAE Systems£864,443,696£372,219,490-£319,050,8063.4tn£196,058,547£656,000,000
Rolls-Royce£590,539,709£179,534,522-£122,006,8611.3tn£74,973,915£490,000,000
Leonardo UK£107,511,085£56,983,866-£24,344,0920.3tn£14,959,584£75,600,000
Thales UK£135,121,338£52,716,478-£20,048,0760.2tn£12,319,657£105,600,000
Tekever£18,560,988£8,233,877-£1,861,60719.8bn£1,143,968£13,950,000
Enterprise value uplift by source
A board-style bridge. Productivity and supply-chain benefits are annual steady-state cash items; re-rating is an enterprise value effect.
BAE Systems£864,443,696
Rolls-Royce£590,539,709
Leonardo UK£107,511,085
Thales UK£135,121,338
Tekever£18,560,988
ProductivityComputeSupply chainRe-rating
Compute break-even
Dedicated compute beats retail only after utilisation absorbs the fixed sovereign layer cost.
Retail/API annual cost£14,549,635
Consortium annual cost£168,782,905
Retail unit cost
£2.50 / m tokens
Consortium unit cost
£29.00 / m tokens

Current scenario demand is 5.8tn annual tokens including supplier access. The implied break-even is 89.2tn annual tokens before strategic resilience benefits.