Should Europe wean itself off US tech?

Think about if US President Donald Trump might flip a swap and switch off Europe’s web.

It might sound far-fetched, loopy even. However it’s a state of affairs that has been severely mentioned in tech business and coverage circles in current months, as tensions with Washington have escalated, and considerations concerning the EU’s reliance on American know-how have come to the fore.

On the root of those considerations is the actual fact simply three US giants – Google, Microsoft and Amazon – provide 70% of Europe’s cloud-computing infrastructure, the scaffolding on which many on-line providers rely.

And a few query whether or not an unpredictable US chief would weaponize the state of affairs if relations severely deteriorated – for instance, by ordering these firms to show off their providers in Europe.

“Important information would grow to be inaccessible, web sites would go darkish, and important state providers like hospital IT methods can be thrown into chaos,” says Robin Berjon, a digital governance specialist who advises EU policymakers.

He believes that considerations over a so known as US “kill swap” must be taken severely. “It is laborious to say how a lot bother we’d be in.”

Microsoft, Google and Amazon all say they provide “sovereign” cloud computing options that safeguard EU purchasers’ information, and would forestall such a state of affairs ever occurring. The BBC has contacted the US Treasury division for remark.

In reality, there have all the time been considerations concerning the lack of “digital sovereignty” in Europe, the place US corporations not solely dominate the cloud-computing market, but in addition {hardware}, satellite tv for pc web and now synthetic intelligence.

Even the area’s foremost cell working methods – Apple and Android – and cost networks – Mastercard and Visa – are American.

These fears grew to become pressing in Might when it emerged that Karim Khan, the highest prosecutor on the Netherlands-based Worldwide Legal Courtroom (ICC), had misplaced entry to his Microsoft Outlook e mail account after being sanctioned by the White Home.

The ICC has issued arrest warrants for high Israeli officers, together with Prime Minister Benjamin Netanyahu, over their roles within the Israel-Gaza warfare – one thing Mr Trump known as “illegitimate”.

Khan has since quickly stepped apart till a sexual misconduct probe towards him is concluded.

Microsoft says that “at no level” did it stop or droop its providers to the ICC, though it was in contact with the ICC “throughout the process that resulted in the disconnection”.

Since then digital sovereignty has shot up the agenda in Brussels, whereas some public our bodies are already looking for options to US suppliers.

However is it practical to suppose they might wean themselves off US know-how?

Digital sovereignty is loosely outlined as the power of a governing physique to regulate the information and know-how methods inside its borders.

One downside confronted by these pursuing it’s the lack of comparable options.

Europe does have its personal suppliers, resembling France’s OVHCloud, or Germany’s Germany’s T-Techniques or Delos, in cloud computing.

However they account for a fraction of the market, and do not have the identical scale or vary of capabilities, says Dario Maisto, a senior analyst overlaying digital sovereignty at international enterprise consultancy Forrester.

Equally, open-source options can be found for widespread software program packages like Workplace and Home windows, however whereas proponents say they’re extra clear and accessible, none is as complete or well-known.

However whereas shifting to sovereign options would not “occur in a single day”, it is a “fable” to suppose it is not attainable, says Mr Maisto.

He notes that the German state of Schleswig-Holstein is at the moment within the means of phasing out Microsoft merchandise like Workplace 365 and Home windows in favour of open-source options resembling LibreOffice and Linux. Denmark’s Ministry for Digitalisation is piloting an identical scheme.

“We generally overvalue the position of proprietary software program in our organisations,” Mr Maisto says, mentioning that for key providers like phrase processing and e mail, open-source options work simply wonderful.

“The primary causes organisations do not use open supply are a lack of information and misplaced fears about cyber safety,” he provides.

“Our prediction is within the subsequent 5 to 10 years, there will likely be an accelerated shift [to these solutions] due to this wake-up name.”

Benjamin Revcolevschi, boss of OVHCloud, tells the BBC that corporations like his are able to reply the sovereignty wants of private and non-private organisations in Europe.

“Solely European cloud suppliers, whose headquarters are within the EU and with European governance, are capable of supply immunity to non-European legal guidelines, to guard delicate and private information,” he says.

However Microsoft, Amazon and Google say they already supply options that deal with considerations about digital sovereignty, options which retailer information on severs within the purchasers’ nation or area, not within the US.

Google tells the BBC that it additionally companions with trusted native EU suppliers like T-Techniques, granting them management over the encryption of consumer information, and giving clients “a technical veto over their information”. The German Military is certainly one of its purchasers.

In the meantime, Microsoft president Brad Smith has promised the agency would take authorized motion within the “exceedingly unlikely” occasion the US authorities ordered it to droop providers, and that it will embody a clause in European contracts to that impact.

“We are going to proceed to search for new methods to make sure the European Fee and our European clients have the choices and assurances they should function with confidence,” a Microsoft spokesman instructed the BBC.

Zach Meyers, from the Brussels-based Centre on Regulation in Europe (CERRE) suppose tank, says it’d make sense for Europe to develop its personal restricted sovereign cloud to guard essential authorities information.

However he provides that it is unrealistic to attempt to “get People out of the availability chain, or to make sure that there’s Europeans within the provide chain at every level”.

He factors to Gaia X – a scheme launched in 2020 to create a European-based various to giant, centralised cloud platforms, which has confronted important criticism and delays.

“A whole lot of these [tech] markets are winner takes all, so when you’re the primary mover it is actually laborious for anybody else to catch up.”

As a substitute, Mr Meyers thinks Europe ought to deal with areas of know-how the place it’d acquire an edge.

“It may very well be the economic use of AI, as a result of Europe already has a a lot greater, stronger industrial base than the US has,” he says. “Or the subsequent technology of chipmaking tools, as a result of one of many few areas the place Europe has foothold is in photolithography – the machines that make the actually top-end chips.”

So the place does the digital sovereignty agenda go from right here?

Some imagine nothing will change until Europe brings in new rules that pressure regional organisations and governments to purchase native know-how. However in line with Mr Berjon, the EU has been dragging its toes.

“There’s positively political curiosity, however it’s a query of turning it right into a shared technique.”

Matthias Bauer, director on the European Centre for Worldwide Political Financial system, thinks the objective must be increase Europe’s know-how sector so it could actually compete with the US and China.

In a report on EU competitiveness in 2024, Mario Draghi, former head of the European Central Financial institution, famous Europe is “severely lagging behind” in new applied sciences, and that “solely 4 of the world’s high 50 tech firms are European”.

“It is at the moment a lot more durable for a tech firm primarily based within the EU to scale throughout the bloc than it will be for a similar firm within the US,” Mr Bauer says.

“You not solely face totally different languages, however totally different contract legislation, labour market legal guidelines, tax legal guidelines, and in addition totally different sector-specific regulation.”

As for the idea that President Trump would possibly flip a “kill swap” and switch off Europe’s web, he is extremely sceptical.

“It will be a practical state of affairs if we had been near a warfare, however I do not see that on the horizon.”

But Mr Maisto says organisations should take the danger severely, nonetheless distant.

“Two years in the past, we did not suppose we’d be speaking about these matters in these phrases in 2025. Now organisations wish to prepare for what would possibly occur.”