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TLDR
OpenAI and SoftBank are committing $1B to SB Energy‑backed AI data centers, escalating the global compute land grab.
Chip and tooling names like Intel, ASML, and Broadcom rally as investors bet on a long runway for AI infrastructure spend.
Novo Nordisk’s agentic AI CRM shows pharma adopting AI inside regulated sales workflows, extending AI into safety‑critical domains.
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