Core Insights - There is a growing interest in localized cloud infrastructure as a service, pressuring hyperscalers to adapt to customer needs or risk losing market share [3] - Executives are increasingly concerned about data sovereignty requirements and geopolitical risks associated with global cloud environments, with 75% of business leaders expressing such concerns [3] Industry Trends - Organizations are expected to shift 20% of existing workloads from global public clouds to local providers, driven by an increase in sovereign cloud spending [4] - Governments will be the primary buyers of localized infrastructure, along with regulated industries and critical infrastructure providers [4] Competitive Landscape - Major cloud providers must address sovereignty concerns and requirements specific to each country to compete effectively for local cloud business [5] - Tech giants are responding with sovereign cloud offerings, such as AWS's European Sovereign Cloud and IBM's Sovereign Core platform [6] Market Projections - Global sovereign cloud spending is projected to increase by 35.6% to reach $80 billion by 2026, influenced by geopolitical tensions and the desire for data control [7] - China and North America are expected to lead in sovereign cloud spending, with forecasts of approximately $47 billion and $16 billion respectively by 2026 [7] - The highest growth in sovereign cloud spending is anticipated in the Middle East, Africa, Europe, and mature countries in the Asia-Pacific region this year [7]

Core Insights - Capgemini's sovereign-ready cloud and AI solutions are now available on the AWS European Sovereign Cloud, which is fully located and operated within the EU, enabling European clients to meet evolving digital sovereignty requirements while modernizing and innovating [1][3] Group 1: Sovereignty and Data Control - Rapidly evolving sovereignty and data-control requirements are reshaping organizational approaches to trust, resilience, and competitiveness, with increased demand for oversight of sensitive data and critical workloads [2] - The AWS European Sovereign Cloud expands options for clients with stringent sovereignty needs, allowing them to turn these requirements into strategic advantages [3] Group 2: Strategic Implementation - Organizations can assess their sovereignty requirements and risk profiles before defining architectures or operating models, leading to informed decisions regarding sovereign control and infrastructure [4] - Capgemini is developing industry-specific sovereign solutions on the AWS European Sovereign Cloud to facilitate adoption in regulated sectors [4] Group 3: Partnership Benefits - The collaboration between Capgemini and AWS aims to support clients with high sovereignty needs while providing access to continuous innovation [5] - Capgemini's extensive experience in secure cloud architectures positions it well to help clients navigate the evolving landscape of digital sovereignty [5] Group 4: Organizational Goals - Together, Capgemini and AWS can help organizations modernize critical workloads with EU-only operations, strengthen compliance, improve resilience, and innovate within sovereignty-aligned environments [6]

Group 1 - Amazon.com Inc. is recognized as a promising long-term investment, particularly following the launch of the AWS European Sovereign Cloud on January 15, which aims to provide a secure alternative for users concerned about data residency and US influence [1][2] - The AWS European Sovereign Cloud features data centers that are physically and legally isolated from Amazon's global server network, ensuring operational continuity even in extreme scenarios, such as disconnection from the global internet or US software export restrictions [2][3] - To maintain complete sovereign autonomy, the cloud will be operated by a German company, with management and advisory boards consisting of EU citizens, and all employees will eventually be required to hold EU citizenship [3] Group 2 - Amazon is investing over 7.8 billion euros (approximately $6.41 billion) in this initiative, with the first data center currently under construction in Brandenburg, Germany [3]

Core Perspective - Amazon Web Services (AWS) has launched the AWS European Sovereign Cloud, which is an independent cloud service located entirely within the EU, ensuring physical and logical separation from other AWS Regions [1] Group 1: Product Launch - The AWS European Sovereign Cloud is now generally available, providing a fully featured and independently operated sovereign cloud [1] - This cloud service is designed with strong technical controls, sovereign assurances, and legal protections to meet the specific needs of European customers [1]

Core Insights - Amazon has launched its "sovereign cloud" offering in Europe to maintain its competitive position amid stricter regulations for tech giants [1] - The sovereign cloud concept involves data being stored and managed within a specific jurisdiction, addressing EU concerns over U.S. tech dominance [2] Group 1: Sovereign Cloud Details - The AWS European Sovereign Cloud is based in Brandenburg, Germany, and is designed to be "physically and logically separate" from other AWS regions [3] - A new parent company has been established for the sovereign cloud, which will be locally controlled within the EU and operated by EU citizens [3] Group 2: Leadership and Structure - Stéphane Israël will lead the AWS European Sovereign Cloud, with Stefan Hoechbauer appointed as managing director [4] - An advisory board for the sovereign cloud has been formed, including five new members, three of whom are Amazon employees [4] Group 3: Operational Independence - The sovereign cloud has "no critical dependencies on non-EU infrastructure," ensuring operational continuity during global communication disruptions [5] - In extreme circumstances, authorized AWS employees who are EU residents will have independent access to necessary source code for maintaining services [5] Group 4: Market Context - U.S. tech firms, including AWS, Microsoft, and Google, dominate the European cloud computing market, accounting for 70% of the market share [6]

Core Insights - Commvault has announced its partnership with AWS to launch the Commvault Cloud on the AWS European Sovereign Cloud, aimed at providing cyber resilience for regulated industries in Europe [1][5]. Group 1: Commvault Cloud and AWS European Sovereign Cloud - The AWS European Sovereign Cloud will be an independently operated cloud infrastructure located entirely within the EU, designed to meet the needs of European governments and enterprises [3]. - Commvault's platform will offer a secure, cost-optimized resilience solution tailored for AWS customers, featuring AI-enabled capabilities for data protection and management [4][5]. Group 2: Features and Capabilities - The Commvault Cloud will include extensive cyber resilience features such as air-gapped backups, AI-enhanced threat detection, and cleanroom recovery orchestration, which are essential for compliance with regulations like GDPR, DORA, and NIS2 [4]. - The platform aims to simplify onboarding and resource protection across accounts within the Sovereign Cloud, enhancing operational recovery and data resilience [4]. Group 3: Market Context and Recognition - Commvault is responding to increasing pressure on European organizations to meet sovereignty requirements while addressing rising cyber threats [5]. - The company has achieved significant milestones with AWS, including the AWS Resilience Competency in the Recovery category and being named the 2025 AWS Global Storage Partner of the Year, highlighting its leadership in cloud-native data protection [5]. Group 4: Availability and Pricing - The Commvault Cloud is expected to be available on the AWS European Sovereign Cloud in the first half of 2026, with pricing to be finalized before general availability [6].

Core Insights - Amazon Web Services (AWS) and SAP SE announced plans to provide SAP Sovereign Cloud capabilities on the AWS European Sovereign Cloud, which is a new independent cloud initiative for Europe [1] - This collaboration is supported by a planned investment of €7.8 billion from Amazon, highlighting the commitment to digital sovereignty and AI innovation [1] Company Developments - The partnership between AWS and SAP builds on their longstanding relationship, indicating a strategic alignment in enhancing cloud services [1] - SAP's new approach focuses on digital sovereignty, which is increasingly important for businesses operating in Europe [1] Financial Implications - The €7.8 billion investment from Amazon signifies a substantial financial commitment to expanding cloud infrastructure in Europe, potentially impacting market dynamics [1]