Our Scans · Digital Sovereignty · Weekly Summary

• [New] European spending on sovereign cloud infrastructure services will more than triple between 2025 and 2027 as geopolitical tensions drive investment in homegrown services. theregister
• [New] The introduction of UALs will likely cause confusion for providers and buyers, as it adds to an already crowded landscape of existing cloud sovereignty criteria. theregister
• [New] The four largest hyperscalers will spend 77% more on AI infrastructure in 2026 than last. Spearhead
• [New] Microsoft will invest billions of dollars in infrastructure supporting Mistral's AI expansion across Europe while broadening distribution of the French company's models through Azure, Foundry, Copilot Studio, and Azure Local. MarketingProfs
• [New] The U.S.-China rivalry has entered a more transactional, sectoral phase - a contest for control over supply chains, critical technologies, and the infrastructure that will define the 21st-century economy. Americas Quarterly
• [New] Leading Deployment Type: The cloud segment is projected to represent the leading deployment type in 2026, accounting for 70% of the revenue share, due to its widespread enterprise adoption of cloud-based marketing platforms. Persistence Market Research
• [New] Leading Region: North America is projected to lead, accounting for approximately 37% share in 2026, supported by early technology adoption, a high concentration of software vendors, and advanced digital infrastructure. Persistence Market Research
• [New] Leading Components: Solutions are expected to lead, accounting for approximately 67% share in 2026, anchored by the massive deployment of collaborative suites and virtual desktop infrastructure. Persistence Market Research
• [New] Gartner has revised its IT spending forecast upwards due to an expected surge in AI-related infrastructure investment. IT Pro
• [New] Infrastructure as a Service (IaaS) builds on 25% growth in 2025, with a predicted 29.3% bump to $287 billion in 2026. IT Pro
• [New] Companies are increasingly investing in digital supply chain technologies to improve resilience and reduce operational risks. The Business Innovations
• [New] 80% of G1000 organizations will use a digital adoption platform by 2027 in order to address technical skill shortages. Userpilot
• [New] Alphabet now expects to spend as much as $205bn in 2026, mainly on AI projects and infrastructure, a $15bn increase from a spending estimate it gave just three months ago. BBC News
• [New] In spring 2027 it will bring in a social media ban for under-16s, which will include platforms like Instagram, TikTok and YouTube. / UK The Guardian
• [New] The digital banking platform sector is set to grow from USD 13.79 billion in 2025 to USD 31.08 billion by 2031, a 14.52% annual rate. TechBullion
• [New] Amazon, Microsoft, Google and Meta are expected to spend more than $700bn on AI infrastructure in 2026, while Britain is competing to attract new data centers and computing capacity. City AM
• Europe is anticipated to remain one of the most strategically important Satellite NTN markets, driven by digital sovereignty initiatives, secure communications requirements, and advanced satellite manufacturing capabilities. Persistence Market Research
• France's 2030 Industrial Strategy, which targets digital sovereignty across strategic industries, is accelerating domestic PKI infrastructure investment as an explicit policy objective. Persistence Market Research
• Over the next five years, sovereignty will increase gradually across many countries thanks to investments in cloud infrastructure, AI, semiconductors, and energy systems. Forrester
• The ECB frames the digital euro as a matter of payment sovereignty - a strategic hedge against the dominance of non-European payment platforms and the growing footprint of private dollar-denominated stablecoins that, in the ECB's view, create risks for monetary policy and financial stability. Tech Times
• The Department for Transport has begun work on the Crisis Response and Resilience Digital Twin, to enhance its ability to manage and respond to disruptions across the UK's transport network. UKAuthority
• The space economy is projected to triple to USD 1.8 trillion over the next decade, driven by growing commercial use of satellite infrastructure and emerging opportunities in space-based data centers as an alternative to earth-based AI infrastructure. investing.com
• NAVER plans to launch an AI agent platform in Korea in the second half of the year, powered by NVIDIA Agent Toolkit software including NVIDIA NemoClaw blueprints. GlobeNewswire

Last updated: 03 August 2026