Headlines
European firms rethink cloud provider choices amid trade war, OVHCloud CEO says
Published by Global Banking & Finance Review®
Posted on April 17, 2025
2 min readLast updated: January 24, 2026
Global Banking & Finance Review®
Company
Published by Global Banking & Finance Review®
Posted on April 17, 2025
2 min readLast updated: January 24, 2026
European firms are rethinking cloud providers amid trade tensions, focusing on strategic autonomy and reducing reliance on U.S. solutions.
(Reuters) - The CEO of OVHCloud, a leading European data centre provider that operates 43 facilities across four continents, said on Thursday that global trade tensions were making European companies rethink their choice of cloud provider from a more strategic perspective.
WHY IT'S IMPORTANT
Data centres and computing power are crucial in the global AI race as they are necessary technical bricks to train and operate AI models. Companies also utilise data centres and cloud solutions for various digital activities beyond AI applications.
The market is largely dominated by three U.S.-based hyperscalers: Amazon Web Services (AWS), Microsoft Azure and Google Cloud. Amid the escalating trade war, questions are arising about European dependence on American digital solutions.
KEY QUOTE
"In the current geopolitical context, we are seeing a shift in the concerns of private companies and public organisations in Europe. Questions of strategic autonomy are now on CEOs' agendas," CEO Benjamin Revcolevschi said in a quarterly earnings statement.
"The choice of a cloud provider is no longer just a technical matter, but also a strategic issue."
BY THE NUMBERS
OVHCloud's main competitor Iliad, via its subsidiary OpCore that operates the group's 13 data centres, is set to invest 3 billion euros ($3.4 billion) in AI infrastructure, specifically computing power and data centres.
WHAT'S NEXT
The comments by Revcolevschi and the large investments announced by Iliad signal a broader trend of European companies seeking to reduce dependence on U.S.-based digital solutions, which is likely to shape the strategic decisions of other companies in the region.
($1 = 0.8802 euros)
(Reporting by Leo Marchandon in Gdansk, editing by Milla Nissi)
The article discusses how European companies are rethinking their cloud provider choices due to global trade tensions.
Due to trade tensions and a desire for strategic autonomy, European firms are reconsidering their reliance on U.S.-based cloud solutions.
Iliad plans to invest 3 billion euros in AI infrastructure, focusing on computing power and data centres.
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