Beyond the Rack: Why the AI Sovereignty Boom is Heading Toward a Governability Crisis
Executive Overview Over the past two years, the European technology landscape has undergone a frantic, capital-intensive transformation. Backed by an influx of neocloud financing, localized hyperscaler infrastructure expansions, and aggressive national compute programs, European operators have built sovereign AI infrastructure at a velocity few industry analysts predicted. Billions of euros have been poured into high-density…