The EU's push for digital sovereignty, technology independence, and strategic autonomy.
Iran's conflict is squeezing rare earth flows, specialty chemicals, and MLCC supply.
CAIDA's tiered cloud framework lets AWS, Azure, and Google qualify as sovereign providers.
The AI accelerator supply chain is constrained by test capacity, not fab output. Regional agencies have 18 months to position as semiconductor test hubs.
The Long View from the Edge.
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