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Red Hat's EU‑centric support signals a pragmatic open‑source path to digital sovereignty—potentially curbing governance‑credit spreads if insurers endorse its attestations.
Will the Ironwood superpod lock‑in compute risk, forcing insurers to price new concentration premiums?
Energy bottlenecks tighten governance‑credit spreads; founders must diversify power sources or face higher insurance premiums.
Fragmented SDA data is a systemic underwriting risk – without a unified, tamper‑evident ATC‑for‑space, insurers may see spreads widen.
AI‑powered navigation creates high‑frequency telemetry, but centralizes provenance in a hyperscaler. Will insurers trust Google data or demand open‑source verification?
Medical AI raises liability stakes—will insurers require tamper‑evident provenance for diagnostic models?
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