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IYH ruthless truth for builders, investors, and policymakers:

The real battlefield is the sovereignty stack—vertical-specific fusions of photonic interconnects (0.5 pJ/bit), CXL memory pools, and compliance-baked ASICs. If your AI infrastructure can’t dynamically route workloads by carbon cost and geofenced regulations, you’re already obsolete. Prioritize three moves now:

1. Rip out copper—replace with photonics or forfeit exascale efficiency.

2. Embed governance in silicon—EU’s €35M fines make verifier ASICs non-negotiable.

3. Hoard semiconductor talent—offer 4.2× salaries or lose the 1M-worker gap war.

Hyperscalers will own generic AI, but regulated verticals (healthcare, defense, finance) belong to sovereignty stacks. Build these—or rent your future from Brussels.

> "The next trillion-dollar companies won’t train better models. They’ll build infrastructure that outruns regulators."

Data-backed. No BS.

💠 Sources: EU AI Act Art 71(6) | NVIDIA Blackwell WP | SEMI Foundation | Nature Photonics

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