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“Washington is finally putting real capital into the physical layer because software superiority is entirely dependent on hardware supply chains controlled by geopolitical rivals.”

“It's a fundamental change in public posture the global shipping market wasn't prepared for.”

“The classic pre-summit leverage play means both sides will just spend the next four weeks negotiating the optics of a handshake instead of actual policy.”

“Regulating physical hardware borders is an outdated playbook when compute is a borderless cloud commodity.”

“The market's repricing the geopolitical risk premium as the immediate threat of military escalation fades.”