Sovereign AI market hits $1.5T as companies flee US cloud providers
mikeflache · x · 2026-08-28
The article argues that sovereign AI is driven by economics rather than nationalism. Reliance on global cloud providers dropped from 56% in 2022 to 19% in 2025. Oppenheimer estimates the sovereign AI infrastructure opportunity at $1.5 trillion. Gartner projects that by 2027, 35% of countries will be locked into region-specific AI platforms as nations strive to keep profits and data local.
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