Google Cloud's EU sovereign stuff, for AI

Digital sovereignty is not a future trend — it’s happening now. Whether you’re in defense, finance, healthcare, or the public sector, the time to act is today. Start by assessing your tech stack, exploring sovereign cloud options, and preparing for sovereign AI-driven transformation. Don’t wait for regulations to force your hand—embrace sovereignty as a competitive advantage.

And:

According to data presented at the summit, the AI opportunity is massive – estimated at $400 billion in revenues over the next decade, with 75% tied to applications and services. Google’s $10 billion investment in Belgium and $5.5 billion in Germany for cloud infrastructure signals a strong commitment to the region. Sovereign solutions, powered by GPUs from NVIDIA and Google TPUs, enable organizations to build locally compliant, high-performance applications. The ultimate goal? Empower businesses to focus on app development rather than infrastructure headaches.

How is it sovereign?

I’d like to see more explanation on how a public cloud in the EU (or wherever is “not-America”) run by an American company is a sovereign cloud.

For example, if Trump or the FBI want data from this Belgium-based cloud, don’t just call up the CEO of Google and make his life very hard? They do that to their own party, and it works.

When the government you’re afraid of doesn’t follow its own laws, let alone the spirit of the laws, it feels like using the laws isn’t a good way to protected yourself.

The dirt under the datacenter is what matters

The opposite take:

This is a great way around all sorts of public vs. private cloud FUD. Think about Google’s move here as being a datacenter outsourcer.

The rumors that Apple has outsourced its Siri “datacenter” to Google is like that?

What holds banks back from 100% public cloud?

What are the fears CIOs have about moving “everything” to the public cloud? I talked with 12 infrastructure executives from giant banks last week, and none of them had any vibes for moving everything to public cloud. Some were building out new data centers!

Why are they doing this?

It doesn’t seem to be lack of funds. From Gartner’s recent spending estimates:

IT spending in Europe will grow 11 percent next year to hit $1.4 trillion amid a desire for cloud sovereignty, according to Gartner… Spending on GenAI models is set to grow 78 percent next year in Europe as organizations look to increase investment in AI, cloud, and cybersecurity.

Sure, you can be like “mainframes,” but that seems weird. In ten years when all the mainframe people are dead or retired…they’ll be forced to confront the mainframe. And if that’s the only thing anchoring “core systems” on-premises, then what?

So, what are the things that keep the giant banks from running 100% (or 9o%) in public cloud. Surely all the public clouds are like “we will do anything it takes to get you, Giant Bank of Your Region, into our cloud.

🔗 Digital Sovereignty in Europe According to Google Cloud