National security compute.

The Genesis Mission Executive Order, signed this week, designates the Department of Energy as the primary operator of high-performance AI. This is akin to the "Manhattan Project" model but applied to computing.

The government is consolidating federal processing capacity into a single platform. It views intelligence as a resource, similar to energy or nuclear power. The order pushes for federal rules to supersede state laws. You cannot build national infrastructure if every state enforces a different standard.

This is similar to the shift we're observing in crypto regulation, where moving toward a single federal standard reduces the uncertainty caused by a patchwork system. It indicates that the priority is maintaining a competitive advantage rather than slowing down for local jurisdictions.