Europe bids for digital sovereignty amid Russia threats, Trump
2026-02-18 06:00:01
A European minister told CNBC that digital sovereignty is a “matter of national survival,” as the continent scrambles To undo the dominance of American digital services In its infrastructure amid geopolitical tensions.
The region’s dependence on technology and the US military The issue of protectionism has become a subject of great interest, as its relationship with the administration of President Donald Trump has deteriorated amid challenges from China and Russia.
Trump has worried Europe Imposing tariffs Last year after returning to the White House. This year, Trump caused further upset by provocatively refusing to rule out military action to seize Greenland, a semi-autonomous Danish territory, before ultimately ruling it out.
The European market is dominated by US cloud providers with 85% shareAccording to Data from the Synergy Research Group.
Critics warn that this reliance on non-sovereign providers poses a risk amid reports of increasing cyberattacks by Russia and rising geopolitical tensions with the US administration. Under the Cloud Act of 2018, the country’s law enforcement authorities can request user data from US companies, regardless of where the data is stored.
“A question of national survival”
Estonia told CNBC that it is accelerating its “open source first” principle due to “increasing security threats on the eastern side of Europe.” Russia’s large-scale invasion of Ukraine has raised fears that the Baltic states, including Estonia, could be targeted.
“This has made digital sovereignty a matter of national survival, not just IT policy,” said Lisa Pacosta, the country’s Minister of Justice and Digital Affairs.
Other European governments told CNBC how they were exploring homegrown and open source alternatives to US technology platforms and increasing digital sovereignty budgets.
A spokesperson for the Federal Ministry for Digital Transformation and Government Modernization told CNBC that “strengthening digital sovereignty is one of the central goals” of the current German government, citing “geopolitical developments” in recent years.
“The current situation is characterized by high volatility and ongoing conflicts,” they said, adding that multilateral structures have been called into question due to “strained” relations between the United States and Europe.
But Amazon, Microsoft and Google control more than 70% of the cloud market in the region, with US companies owning at least 59% of the enterprise software market.
In January, France announced it would roll out Visio – a government-developed video conferencing tool – which it said would be available to all state services by 2027, instead of US tools such as Microsoft Teams and Zoom.
In the same month, the E.U He said It faced “a major problem of dependence on non-EU countries in the digital sphere… which could create vulnerabilities, including in critical sectors.”

A spokesperson for the digitalization minister told CNBC that the Belgian federal administration is “reassessing its dependencies in the digital field, starting with the most important areas.”
“In this context, the Belgian cloud computing strategy of the Federal Administration is being studied, along with an analysis of the federal data center landscape,” they added. “This approach aims to address issues related to data sovereignty, resilience and security, including the storage of the most sensitive data.”
Several European countries have said they have been subjected to Russian state-sponsored cyberattacks in recent years. The European Union said it had observed “a deliberate and systematic pattern of malicious behavior attributed to Russia.” statement In July.
“While we value our technology partnerships, relying solely on closed and proprietary ‘black box’ solutions creates a strategic gap,” Estonia’s Pakosta said.
“Open source ensures that even if global communications are cut or external vendor policies change, we retain full control of the code and can keep the Estonian Digital State running locally,” she added.
Pacosta added that the country is working to increase investments in strengthening sovereign digital capabilities in its 2026 government budget.
European governments are increasingly exploring open source alternatives to US technology systems.
Denmark said it will launch a beta version of an open source alternative to Microsoft Office for some government employees in June. “Much of the public digital infrastructure is currently tied to very few foreign suppliers,” the Digital Affairs Minister said. Caroline Stege Olsen said in a translated post on LinkedIn at the time. “This makes us vulnerable.”
Gladsaxe, Denmark – 13/08/2025: Minister of Digital Affairs Caroline Stig Olsen seen after the second stage of the PostNord Danmark Rundt 2025. (Photo by Christian Toxen Ladgaard Berg/SOPA Images/LightRocket via Getty Images)
soba pictures | Rocket Lite | Getty Images
But a ministry spokesperson downplayed the move when contacted by CNBC. They described the pilot as “simple” and added that it aims to “increase our understanding of alternative technologies” and that no decision has been made to move away from Microsoft and Windows.
Europe’s dependence on American technological solutions
In November, all 27 EU member states signed a declaration stating their “shared ambition to strengthen Europe’s digital sovereignty” and reduce “strategic dependencies.”
Spending on sovereign cloud infrastructure-as-a-service platforms in European countries will more than triple to $23 billion in Europe in 2027, compared to 2025 levels, a recent report from research firm Gartner predicted — a much larger increase than in North America and China.
“As geopolitical tensions escalate, organizations outside the US and China are investing more in sovereign cloud infrastructure as a service (IaaS) to gain digital and technology independence,” said Rene Buist, senior analyst at Gartner.
“Governments will remain the main buyers for digital sovereignty needs, followed by regulated industries and critical infrastructure organizations, such as energy, utilities and telecommunications,” he added.
American technology platforms are not going away from Europe any time soon. In their comments to CNBC, several European countries stressed that they remain keen to continue working with US technology companies on certain aspects of their digital infrastructure.
“We recognize and appreciate the long-standing role that American technology companies have played in Europe’s digital transformation,” said Pakosta from Estonia. “US scalers are important and trusted partners in the European cloud ecosystem.”
Even if they wanted to completely remove American digital systems from Europe’s technology infrastructure, that is unlikely to happen anytime soon.
“To be a leading player, you have to continually invest significant sums in research and development of services, technical infrastructure, customer support and channel partners,” John Dinsdale, senior analyst at Synergy Research Group, told CNBC.
“It will be very difficult for European cloud providers to meaningfully reverse the market share trend,” he added.
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