The Fed’s quarter-point cut just reset your cost of capital and pushed indexes to fresh highs. Nvidia put $5B into Intel to buy supply-chain optionality, Microsoft is planting “nation-scale” AI datacenters in Wisconsin, and China ordered platforms to halt Nvidia chip purchases—splitting AI supply lines by region. We translate each headline into board-level moves you can execute this week, then deliver a talent-first Second-Source playbook (roles, simulations, 14-day sprint) so your team can flip lanes on command.