The massive growth of hyperscale AI has pushed the HPC-AI market to a critical inflection point in 2025. The market is increasingly defined by companies spending tens of billions of dollars per year, building massive data centers hundreds of megawatts — even gigawatts — at a time. As a result, national sovereignty sensitivity is on the rise, and we see independent technology tracks from the U.S., China, Japan, the EU, the UK, India, and others. This has significant implications throughout the industry, including for storage, networking, and data management.