Exclusive: EU cloud rules to curb Amazon, Google access to strategic tenders, draft document shows

Europe is preparing strict cloud-computing criteria for highly critical state tenders that could exclude Amazon, Microsoft and Google from public-sector projects. The proposal signals tighter regulatory scrutiny around data sovereignty and critical infrastructure procurement, with potential implications for major hyperscalers' government business in Europe. The news is materially negative for affected vendors and could move sentiment across the cloud and digital infrastructure space.

Analysis

Europe is preparing strict cloud-computing criteria for highly critical state tenders that could exclude Amazon, Microsoft and Google from public-sector projects. The proposal signals tighter regulatory scrutiny around data sovereignty and critical infrastructure procurement, with potential implications for major hyperscalers' government business in Europe. The news is materially negative for affected vendors and could move sentiment across the cloud and digital infrastructure space.