The warning that AI giants are too big to fail signals a quiet pivot from antitrust concerns to systemic macroeconomic risk. Because global logistics and finance now run on centralized AI APIs and cloud compute, a single tech collapse would mechanically trigger cascading outages across non-tech sectors. Regulators will soon be forced to treat these companies like systemically important banks rather than standard software providers. Here is what this means for the impending race toward sovereign compute infrastructure.
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