Amazon's $35bn investment will build on the $40bn already invested in India - establishing the company as "the largest foreign investor" in India, the company said in a statement. A key component of it will go into local cloud and AI infrastructure. Microsoft's fresh commitment follows a $3bn investment announced by the company earlier this year.
The German software company offers European organizations full control over data, infrastructure, and AI applications without dependence on American hyperscalers. SAP presents EU AI Cloud as the next phase in its vision for European digital sovereignty. The solution combines infrastructure, platform, and software in various implementation models. Organizations can choose between SAP's data centers, trusted European infrastructure, or fully managed on-site implementations. The launch follows SAP's €20 billion investment in sovereign cloud solutions for Europe, which was announced earlier this year.
Across Europe and globally, organisations face rising regulatory demands, resilience expectations, and rapid tech innovation. Governments and enterprises need the cloud's power without losing control of their data. The announcement includes the commitment to the EU Data Boundary, which ensures that data processed by AI services for EU customers remains within the European Union. According to the company, this means that all customer data, whether at rest or in transit, will be stored and processed exclusively in the EU, unless customers explicitly direct otherwise.
The European economy is somewhat different to the rest of the world. Europe is still struggling with an overall GDP recovery, much more susceptible to the uncertainty with their global trade. They are looking at 'geo-repatriation,' a portion of the digital sovereignty movement who is trying to get more technology from companies closer to home.
