This week: SEALSQ and GlobalFoundries advance post-quantum chip security, ABN AMRO taps Mistral AI for sovereign banking tools, Zscaler and Schwarz Digits launch sovereign cloud security for Europe, Sony and TSMC commit $6.3B to next-gen image sensors, Great British Energy backs UK solar-thermal manufacturing, and Accenture takes over IBM's stake in UniCredit's technology backbone.

A $35B AI infrastructure bet, the rise of agentic payments, and Europe’s push for sovereign compute — this week’s partnerships reveal a clear shift: AI is moving from experimentation to execution. Here’s who wins, who loses, and where the real opportunities are emerging.