In 2011, the defining mantra was “software is eating the world.” It was a generational shift that birthed giants and rewired the global economy. That era is now over.

Since mid-2025, software-heavy companies have shed $1.2 trillion in market value, while AI infrastructure and enablement companies have created $1.7 trillion in new wealth. The message is unambiguous: AI isn't just displacing software; it is beginning to commoditize everything that isn't protected, proprietary, or sovereign.

The threat is more insidious than most enterprises realize. The data and business logic that define a company's competitive edge, its true intellectual property are quietly being absorbed by the public models trained to serve it. Feed your crown jewels into a generic, non-sovereign LLM, and you are effectively donating your business model to the public domain. This is why the most forward-thinking enterprises are moving beyond generic cloud models toward sovereign infrastructure, where control of compute becomes the defining advantage.

Sovereignty, in this context, has nothing to do with governments. It means owning the full stack, the hardware, the software, and the environment in which your most sensitive workloads run, and removing dependency on shared, external environments. It means having the capability to train and deploy at scale within a private, high-density environment: exactly what our 7,000 GB300 Blackwell cluster, now live in New York, was built to deliver. We are moving beyond the era of rented compute toward purpose built, liquid-cooled, energy efficient data centers that can be deployed in half the time of traditional builds, and that no one else has a key to, physically, operationally, or logically.

The winners of the next decade will be defined by their sovereignty over the compute they control, not just access to it. In partnership with the world's leading OEMs, we are ensuring that enterprises don't merely use AI, but they own the infrastructure that powers it. We are scaling to one gigawatt by 2029, because demand for private, sovereign compute is not slowing down; it is accelerating.

The world has changed. In the agentic era, competitive advantage begins with sovereign infrastructure and with those who control the compute behind it.

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