Our Scans · Digital Sovereignty · Weekly Summary

• [New] By adopting more protectionist economic policies, the so-called technology sovereignty package could further strain Europe's relationship with the Trump administration after past disagreements over trade, the war in Ukraine and control of Greenland. MIT Initiative for New Manufacturing Substack
• [New] APC discusses the UK's need for cross-sector integration in technology, infrastructure, and policy to achieve automated mobility by 2040. Innovation News Network
• [New] Alibaba plans to invest more than $55 billion in AI infrastructure and cloud data centers between FY2026 and FY2028. Bingx Exchange
• [New] $55 Billion AI Infrastructure Expansion: Alibaba plans to invest $55 billion in AI data centers and cloud infrastructure between FY2026 and FY2028. Bingx Exchange
• [New] Decisions being made today about infrastructure, energy and resource development in the Arctic will shape Canada's future for decades. SenCanada
• [New] Starting in 2031, annual funding continues at $75 million, with a focus on sustaining preparedness infrastructure. / USA American Farm Bureau Federation
• [New] Vietnam needs $160 billion in infrastructure investment by 2030. Fortune
• [New] Capital & macro trends Hyperscalers are projected to pour over $600bn into AI infrastructure in 2026. LinkedIn
• [New] The launch of the AWS Local Zone in Hanoi, Vietnam will provide a low-latency, secure cloud computing platform and contribute to supporting Vietnamese businesses' technology needs. Fintech Singapore
• [New] McKinsey's latest research highlights that the emergence of stablecoins, tokenized deposits, and other forms of on-chain money could drive a multi-trillion-dollar transformation in financial infrastructure, signaling a new era for blockchain-enabled commerce. Antier
• [New] Moving forward, ZTE will continue to deepen collaboration with operators, enterprises, and industry partners in Indonesia while strengthening its technology portfolio, ranging from wireless access solutions and optical transport to data center infrastructure and telecommunications energy solutions. theregister
• [New] Analysis from TS Lombard last week put the expense of the AI buildout in perspective: The U.S. is expected to spend nearly 2% of its GDP on AI infrastructure in 2026 - nearly all by private companies and investors. Forbes
• [New] The global semiconductor industry is projected to hit $1.5 trillion in sales in 2026 - reaching that milestone earlier than previously expected - fueled by increasing demand for AI infrastructure and accelerated computing platforms. Semiconductor Industry Association
• [New] AMD's normalized EPS is expected to grow from about $4 in 2025 to around $11 by 2027, driven by continued share gains in data centers and sustained demand for AI infrastructure, translating incremental revenue into real earnings expansion. Kavout
• [New] By 2030, the clean energy supply capacity for AI computing power infrastructure will significantly increase, while the application of AI in the energy sector will also improve. / China Center for Strategic and International Studies
• [New] The platforms and skills you adopt in 2026 will be table stakes by 2030, not differentiators, so the cost of waiting compounds faster than the cost of experimenting. TechnologyChecker.io
• [New] The trust McKinsey's 2026 AI Trust Survey shows companies to be able to invest in the building of a trust infrastructure (including measurement and governance) for their AI projects will build them faster as well as reduce the number of compliance problems they have. Forbes
• [New] The Trump administration has begun constructing its own oversight structure, signing an executive order to establish a process for reviewing national security risks posed by advanced AI systems before their public release. Boston Herald
• [New] President Donald Trump signed an executive order establishing a voluntary framework for federal review of advanced AI models to assess national security risks. Tech Startups - Tech News, Tech Trends & Startup Fundin
• [New] The AI infrastructure buildout continues to accelerate, with ~ $2.9 trillion in global CapEx expected through 2028. JD Supra
• Particularly at a time of growing geopolitical tension, the digital euro will strengthen Europe's autonomy in payment system infrastructures, currently reliant on international providers across virtually all digital use cases, from e-commerce to person-to-person to in-store transactions. European Central Bank
• Subject to the adoption of the necessary legal acts by European co-legislators, the ECB is preparing for the potential issuance of a digital euro, which will help safeguard Europe's monetary sovereignty in a digital world. European Central Bank
• At the wholesale level, the Eurosystem's Pontes initiative will connect TARGET services to distributed ledger technology (DLT) platforms, enabling settlement of DLT-based wholesale financial transactions in central bank money by the third quarter of 2026. European Central Bank

Last updated: 22 June 2026