Opinion I'm an eighth-generation American, and let me tell you, I wouldn't trust my data, secrets, or services to a US company these days for love or money. Under our current government, we're simply not trustworthy.
In the Trump‑redux era of 2026, European enterprises are finally taking data seriously, and that means packing up from Redmond-by-Seattle and moving their most sensitive workloads home. This isn't just compliance theater; it's a straight‑up national economic security play.
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Europe's digital sovereignty paranoia, long waved off as regulatory chatter, is now feeding directly into procurement decisions. Gartner told The Reg last year that IT spending in Europe is set to grow by 11 percent in 2026, hitting $1.4 trillion, with a big chunk rolling into "sovereign cloud" options and on‑prem/edge architectures.
The kicker? Fully 61 percent of European CIOs and tech leaders say they want to increase their use of local cloud providers. More than half say geopolitics will prevent them from leaning further on US‑based hyperscalers.
The American hypercloud vendors have figured this out. AWS recently made its European Sovereign Cloud available. This AWS cloud, Amazon claims, is "entirely located within the EU, and physically and logically separate from other AWS Regions." On top of that, EU residents will "independently operate it" and "be backed by strong technical controls, sovereign assurances, and legal protections designed to meet the needs of European governments and enterprises for sensitive data."
Many EU-based companies aren't pleased with this Euro-washing of American hypercloud services. The Cloud Infrastructure Service Providers in Europe (CISPE) trade association accuses the EU Cloud Sovereignty Framework of being set up to favor the incumbent (American) hypercloud providers.
They're not wrong.
You don't need a DEA warrant or a Justice Department subpoena to see the trend: Europe's 90‑plus‑percent dependency on US cloud infrastructure, as former European Commission advisor Cristina Caffarra put it, is a single‑shock‑event security nightmare waiting to rupture the EU's digital stability.
Seriously. What will you do if Washington decides to unplug you? Say Trump gets up on the wrong side of the bed and decides to invade Greenland. There goes NATO, and in all the saber-rattling leading up to the 10th Mountain Division being shipped to Nuuk, he orders American companies to cut their services to all EU countries and the UK.
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