Actionable Benefits
- Implement a clear investment prioritization strategy by geography.
- Understand if and how the World Economic Forum (WEF) “partnership over ownership” sovereign cloud model will be deployed.
- Identify which regions and countries will lead the sovereign cloud race.
- Assess South Korea’s sovereign cloud innovation capacity and understand when the country will start its buildout.
Research Highlights
- China leads in scale through 2035, while Europe overtakes the United States after 2028 and becomes the second-largest sovereign cloud market globally.
- Artificial Intelligence (AI) workloads are the primary workload driving sovereign cloud deployments, but not immediately dominant.
- Asia-Pacific, not Europe, is the biggest spender.
- South Korea emerges as the most innovation-intensive market.
Critical Questions Answered
- Which regions will dominate sovereign cloud investment over the next decade?
- Will sovereign cloud be a hyperscaler or nationally controlled market?
- Will sovereign cloud be about ownership or partnership?
- Which country should the industry follow to watch for early innovation signals?
Who Should Read This?
- Decision makers in government and policy organizations.
- Strategy executives with hyperscalers and cloud service providers.
- Product and strategy executives with Information Technology (IT), silicon, and AI infrastructure vendors.
- Telecom network operator executives, especially dominant national telcos.