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European digital sovereignty initiatives are redirecting capital toward physical AI infrastructure, including semiconductors, grid modernization, and energy management.

Impact: Traditional industrial and utility firms will experience revaluation as they become critical enablers of the AI supply chain.

— from Market Realignment: Auto Margins, Tech M&A, and EU AI Sovereignty · Alles auf Aktien – Die täglichen Finanzen-News· Jun 17, 2026