Sovereign cloud surges as global tensions heat up - Gartner

A new Gartner report reveals that sovereign cloud infrastructure spending is projected to increase by 35.6% year-over-year to $80 billion, driven by rising geopolitical tensions and the desire for digital and technological independence. While the U.S. market is largely served by hyperscalers, this shift presents a significant opportunity for telcos outside the U.S., particularly in Europe, Latin America, and Asia-Pacific. Governments and regulated industries are expected to be the primary buyers of these services, with strong growth anticipated in the Middle East, Africa, and mature Asia/Pacific regions.