ECIPE: EU cloud sovereignty rules may harm the market

An ECIPE study of 8,725 public cloud contracts across nine EU states from 2018 to 2025 found nearly all went to domestic providers, with negligible cross-border competition. The authors warn the proposed Cloud and AI Development Act (CADA) conflates security with industrial policy and risks entrenching a fragmented, nationally siloed European cloud market.

• Study covered 8,725 EU public cloud contracts from 2018 to 2025
• Every contract citing "sovereignty" went to a domestic provider
• CADA mixes security and industrial policy goals, ECIPE says
• Report urges judging sovereignty by outcomes, not provider nationality