Lawmakers (https://www.cnbc.com/2026/07/31/us-lawmakers-doordash-chinese-ai-models.html) isn't a regulatory slap on the wrist. It's the first domino. Every hyperscaler and infrastructure company relying on externally-sourced AI—especially from geopolitically hostile vendors—is now in the scope of a House joint investigation. $CRWD's entire premise is that it owns the critical infrastructure moat.

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