Europe's sovereign cloud spend set to triple as geopolitics bite
www.theregister.com

... European spending on sovereign cloud infrastructure services is forecast to more than triple from 2025 to 2027 as geopolitical tension drives investment in homegrown services, according to Gartner.

Worldwide sovereign cloud spending is forecast to hit $80 billion in 2026, up 35.6 percent from 2025. The Middle East and Africa (89 percent growth), Mature Asia/Pacific (87 percent growth), and Europe (83 percent growth) are projected to lead, while the US (29 percent growth) and China (26 percent growth) are growing at a more modest rate.

Europe " defined as geographic Western Europe including the UK " faces the most dramatic change, growing from a much higher base than other regions: $6.9 billion in 2025 compared to $851 million for Mature Asia/Pacific.

European concerns over reliance on the US hyperscalers stem from the US CLOUD Act of 2018, which allows American authorities to compel US-based tech companies to provide requested data, regardless of where that data is stored globally. ...