European spending on sovereign cloud IaaS to nearly double in 2026

Google, Microsoft, Oracle, also market cloud services as sovereign. 

A better approach for US hyperscalers might be to partner with local providers. There are already several examples of this. Google licenses its technology to S3NS, a French subsidiary of Thales, for example, while Bleu, a joint venture between Capgemini and Orange, uses Microsoft technology.

These arrangements are not fully sovereign, as they involve a reliance on software updates from a US technology provider, for instance. But they remove questions about ownership and the potential for a “kill switch.”

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