In one of our top-3 stories, below, we see further evidence of a structural shift in Europe, which is pushing for more infrastructure-level digital sovereignty, with data privacy and geopolitical independence at the center of recent announcements. For example, the DT and SAP contract issued by the Federal Ministry for Digitalization and State Modernization (BMDS) will allow Germany’s public sector AI to run on domestic infrastructure. The “Deutschland-Stack” will be a national, open-source technology platform on which IT infrastructure will be standardized across federal, state, and municipal governments. It intends to prevent “vendor lock-in” to foreign hyperscalers.
While the German government is building an entirely independent stack, French defense group Thales is building a hybrid model with Google Cloud. Its approach is to build a sovereign cloud region in Germany that mirrors its French S3NS/PREMI3NS infrastructure. This will operate as a legal and technical layer over Google Cloud’s commercial technology stack.
These announcements show that rather than simply policing American AI giants under laws like GDPR or the EU AI Act, European nations are starting to build their own legally insulated HPC and AI stacks.
Read this and other stories, below, as well as today’s news in “What You Need to Know.”
Susana Schwartz
Technology Editor
RCRTech
AI Infrastructure Top Stories
Germany’s digital sovereignty: DT won a joint-tender with SAP from the Federal Ministry for Digitalization and State Modernization and Thales expanded its Google Cloud-powered sovereign model to back up PREMI3NS in France.
Fermi Project Matador: On a recent earnings call, Ana Bofa talked about progress on the 17 GW, 7,500+ acre energy campus, noting “Customers are not looking for conceptual capacity,” but rather “credible, near-term power, infrastructure…”
New RCR Report: As AI infrastructure is built across industries, there is pressure to evolve test, measurement, and service assurance, with vendors facing complexities that traditional test and measurement methods were never designed to handle.
AI Today: What You Need to Know
Pope Leo 42,300 encyclical: Framed as an appeal for the defense of humanity, the Pope’s “Magnifica Humanitas” is a theological text that warns of AI’s dangers and calls for a slower rate of AI development to ensure ethical and political oversight.
Utah’s Stratos DC: In response to protesters’ and scientists’ pushback against the Kevin O’Leary-backed, MIDA-approved 40k-acre DC in Box Elder County, Utah Gov. Cox indicated “future decisions” would involve his office and the Legislature.
Hyperion DC controversy: A Floodlight investigation has alleged that Senator John “Jay” Morris was buying and selling land around Meta’s Meta’s massive “Hyperion” data center in Richland Parish, drawing scrutiny of his aggressive lobbying for it.
Bloom stock’s rally: Bloom Energy shares are trading higher today because of its 10-year, multi-phase agreement with Nebius to build “behind-the-meter” power generation (which could bring Bloom up to $2.6 billion in total service fees).
Murcia Spain Semi Project: SEALSQ announced that the municipality of Murcia will be the location for the Quantix Semiconductor Industrial Project, a new €40 million project focused on cybersecurity, post-quantum, AI and RISC-V applications.
EPA on ‘Begin Actual Construction’: EPA’s Lee Zeldin says “Begin Actual Construction” has imposed constraints on economic development. His proposal aims to allow work on “non-emitting” components, before air permits are issued.
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