Europe’s AI sovereignty debate here as less about models and more about who owns the cloud stack, GPUs, and data centers that will run those models at scale.
The Mistral–SAP sovereign cloud push signals a real attempt to keep sensitive workloads, training data, and energy spend inside Europe, but right now US hyperscalers still own most of the infra, pricing power, and operational leverage.
The article is worth reading for how it ties AI infra lock‑in, the CLOUD Act, and exploding cloud bills into a single argument for European-controlled GPU capacity and sovereign data center build‑out.
