The hyperscalers are staying in Europe. The question is which of your workloads they will be trusted to run.
US cloud providers hold more than 70% of the European market and have committed tens of billions to keep it. But Brussels is writing a tiered market into law, and the hyperscalers' sovereign subsidiaries are built to win the middle, not the top. For enterprise CIOs the decision is no longer whether to stay on AWS, Azure or Google Cloud. It is which workloads can stay, which must move, and how much of that choice gets made for them.
John Wroath, Editor
Could AI agents start the next bank run?
In March 2023, Silicon Valley Bank lost around $42 billion in deposits in a single day. That was the first smartphone bank run. The question now is what the next one looks like when the people moving the money are no longer people at all.
John Wroath, Editor
European Sovereign Cloud in 2026: From Data Residency to Real Control
Europe's sovereign-cloud market has moved beyond political rhetoric. Sovereignty is now influencing procurement, infrastructure investment, cybersecurity policy and the architecture of cloud services across the continent. This article examines what cloud sovereignty means in practice, how the leading provider models compare, and what organisations should verify before accepting any claim that a service is sovereign.
John Wroath, Editor
European Sovereign Infrastructure is digital infrastructure, including data centres, networks, and cloud platforms, that operates under European jurisdiction and control. It means three things hold at once: European law governs the data, European entities run the facilities and hold the keys, and technical measures make that control verifiable rather than merely promised.
What is European Sovereign Infrastructure? A working definition.
John Wroath, Editor
The SEAL framework, decoded: what the eight objectives actually measure, and why almost nobody scores clean.
The EU Cloud Sovereignty Framework scores cloud providers against eight objectives, each rated SEAL-0 to SEAL-4. A tender sets a minimum SEAL per objective, and missing even one floor rejects the bid outright.
John Wroath, Editor
AI needs a sovereign layer too. Can federated infrastructure deliver it?
AI raises sovereignty stakes beyond cloud alone: training data provenance, model weight custody, and GPU supply chains all carry jurisdictional exposure that cloud sovereignty frameworks were not built to answer on their own. Federated infrastructure is one credible response, and Europe is already building it institutionally.
John Wroath, Editor
Can a blockchain protocol answer Europe's sovereignty question? Testing ICP's subnet model.
The Internet Computer Protocol structures itself into subnets, node groups that can be geographically and jurisdictionally bounded, with a live Swiss subnet and an EU-bounded subnet already operating. That answers part of the sovereignty question convincingly. It does not resolve who ultimately governs those subnets, a dependency worth weighing as carefully as any corporate ownership structure.
John Wroath, Editor
Provable sovereignty: inside the Geneva confidential computing proof of concept.
A completed proof of concept in Geneva combined Intel TDX confidential computing with Arqit's quantum-safe key distribution to test whether sovereignty claims, jurisdictional, cryptographic, and computational, could be technically demonstrated rather than only contractually promised. It shows what the technical layer of sovereignty can look like in practice, without claiming to certify sovereignty on its own.
John Wroath, Editor
The Yen Beneath the AI Boom
How Japan's interest-rate normalisation could expose the leverage financing the world's largest technology investment cycle. A stronger yen would not switch off AI, but it would quickly reveal which projects were built to generate returns and which were built because money was cheap.
John Wroath, Editor
The EU Cloud and AI Development Act (CADA): What It Is and Why It Matters
The Cloud and AI Development Act (CADA) is the European Commission's proposed framework for expanding Europe's computing capacity while reducing its dependence on non-European cloud and technology providers.
John Wroath, Editor
Ownership and footprint: the pattern behind Europe's colocation sovereignty debate
Across Europe's colocation market, a rough pattern holds: providers with the largest pan-European or continental footprints tend to be US or Asian-owned, and providers with the cleanest sovereignty profiles tend to be smaller, single-market or regional operators. Few companies combine genuine multi-country European reach with European ownership, and that gap, not any single provider's score, is the real story.
John Wroath, Editor