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Summary: In this weekly briefing, we dissect "The Sovereignty Pivot and Infrastructure Desperation." We deconstruct the massive structural shifts of the week, headlined by Google outsourcing its GPU infrastructure to SpaceX for $920 million a month and the Trump administration plotting a national equity stake in OpenAI. We explore Meta’s radical pivot to housing AI clusters inside industrial tents to bypass real estate bottlenecks, and the militarization of the frontier as Anthropic deploys its restricted Mythos model inside the NSA. Finally, we cover the shifting consumer market, including Cloud ...