Super Micro Computer, Inc. downgraded to Hold as shipment delays, thin margins, and premium valuation outweigh AI demand.
AppLovin's key growth drivers include Axon Manager's self-service ads and e-commerce expansion, but both are in limited ...
Summary: Sovereign AI and sovereign cloud deployments are accelerating as governments treat data, compute, and model access as strategic assets amid rising geopolitical tension and jurisdiction risk.
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