EU Gains Edge in Data Center Race as Hyperscalers Retreat
The European Union is emerging as a dominant force in data center infrastructure while U.S. hyperscalers lose market share. A geopolitical shift toward regionalism and protectionism is reshaping cloud computing dynamics, with American tech giants facing unprecedented headwinds in Europe.
Amazon Web Services, Microsoft Azure, Google Cloud, and Meta—long the undisputed leaders in global cloud infrastructure—are seeing their competitive advantage erode. The EU's regulatory environment and growing technological sovereignty initiatives are creating fertile ground for local alternatives to challenge the hyperscale incumbents.