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Insights · Business Transformation

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  1. Legacy hardware failures can be reversed by pivoting to safety-critical, high-switching-cost software ecosystems with recurring revenue models.

    Impact: Firms with dormant IP can capture dominant niche market share by prioritizing system reliability and regulatory compliance over rapid iteration.

    — from AI Infrastructure Demand, Chip Cycles, and Legacy Tech Transformations · OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News· May 11, 2026