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Inside the $2B Bet on Sovereign Cloud Infrastructure
Bởi Jonas Weber | 8 thg 7, 2026 | 7 phút đọc
Why sovereignty suddenly matters
Data residency used to be a compliance checkbox. Today it is a board-level strategy. New regulations and geopolitical tension have turned "where does our data physically live" into one of the most consequential questions in enterprise IT.
The architecture of independence
Building a sovereign cloud is not just renting a datacenter. It means re-implementing the entire hyperscaler stack: identity, networking, managed databases, observability. The companies attempting it are discovering just how deep the moat around AWS, Azure, and GCP really is.
Who is winning
A handful of European providers have found a viable wedge: regulated industries. Healthcare, defense, and public sector workloads that legally cannot leave national borders are willing to pay a 20–40% premium for guaranteed jurisdiction.
The verdict
Sovereign cloud will not displace the hyperscalers. But as a parallel market for regulated workloads, it is quietly becoming one of the most investable categories in infrastructure.
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