The structural shift documented this week is not about scale — it is about classification. AI infrastructure has moved from an asset class into a category of national security resource, and that reclassification changes every decision downstream. Microsoft and Amazon are not simply building data centers; they are establishing the physical foundation of a country's competitive position in the most consequential technological contest of the current era. Governments that failed to build sovereign compute capacity when it was a private-sector story now face the prospect of depending on foreign hyperscalers…