Amazon Web Services (AWS) has officially launched the AWS European Sovereign Cloud, beginning with its first region in Brandenburg, Germany with €7.8 billion investment through 2040.
AWS European Sovereign Cloud
- Set up as a distinct corporate entity under EU law.
- Physically and logically independent cloud environment designed to ensure compliance to EU digital sovereignty laws.
- Will be operated and maintained by EU citizens (after transition).
- Capable of operating indefinitely even with the disruption of transatlantic communications.
Launch announcement:
https://aws.amazon.com/blogs/aws/opening-the-aws-european-sovereign-cloud/
Whitepaper detailing the workings:
Revenue Unlock for AMZN
The European cloud market is projected to grow from $195 billion in 2025 to $410 billion by 2030 (16% CAGR). AWS is positioned for a significant revenue unlock. By maintaining its 30% market share and leveraging the 10% to 15% pricing premium commanded by sovereign cloud solutions, AWS could realize substantial incremental gains. This specialised segment is estimated to contribute an additional $6.8B to $10.2B in 2026 and scaling to between $12.3B and $18.4B by 2030.
Launch Partners
* Consulting & Systems Integration: Accenture, adesso SE, Atos, Capgemini, Deloitte, Kyndryl, PwC, msg group, and T-Systems.
* Software & Technology Vendors: Adobe, SAP, Nvidia, SoftwareOne, SUSE, Cohesity, Dedalus, Genesys, and Mistral AI.
* Regional Specialists: Arvato Systems and Nuvibit.
Supply Chain Boost
The physical buildout of isolated data centers will create a new hardware refresh cycle.
* Logic Chips: Nvidia, AMD and Amazon (in-house)
* Networking: Nvidia (NVLink)
* Fabrication: TSMC manufactures the logic chips and networking equipment
* Memory Chips: Samsung, SK Hynix and Micron
* Energy and Infrastructure: Local EU providers
Amazon: European Sovereign Cloud Launch
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Posted by Not69Batman
3 Comments
The European governments should do everything they can to incentivize TSMC or Samsung to do the same for wafers.
Not good enough and companies should know that. At the least large banks won’t follow suit with this proposal from AWS. They have put the break in all investments in the American cloud.
Moving forward the only solution is European solutions.
Dont get too excited about this. Europeans know this is not as shiny as it looks. The CLOUD ACT allows the US government to request data to American companies operating abroad.
And given the current administration hostile attitude towards allies, Europe is not going to buy this sovereignty BS.