Europe wants to be sovereign over its cloud: it does not want to depend on the U.S.

Spending on sovereign Infrastructure as a Service (IaaS) in Europe is expected to see a significant increase in the coming years, rising from 6.7 billion euros in 2025 to over 23.1 billion in 2027, representing a tripling during this period.

This growth reveals an increasing demand for local technological solutions and a response to concerns about technological sovereignty.

Europe, currently the third region in spending on IaaS, behind North America and China, is expected to experience growth that will likely double that of these two superpowers.

Sovereign spending on IaaS in Europe will triple by 2027

According to projections from Gartner, spending on sovereign IaaS worldwide could reach $80.4 billion in 2026 and $110.6 billion in 2027, while Europe could even surpass North America in spending for that year.

This drive is largely fueled by the demand from governments, regulated industries, and critical services, which are more inclined to migrate to local solutions.

Despite this trend, Gartner predicts that only about one-fifth of current workloads will shift from large global providers to local providers, suggesting that this change will be more gradual.

In addition, total technology spending in Europe is projected to reach 1.5 trillion euros by 2026, driven by the interest of various sectors in areas such as artificial intelligence, cybersecurity, and, of course, digital sovereignty.

The senior analyst at Gartner, Rene Buest, highlights that major cloud providers will need to acknowledge and adapt to the sovereignty concerns of each country in order to effectively compete with local options.

Europe’s focus on technological sovereignty is set to alter supplier dynamics and infrastructure options for several years, placing the continent in a unique position within the global technological landscape.