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NewsTopic · 欧洲主权云依赖风险Material2 min readDisconfirmAI Editorial

Falk Steiner, Digital Policy Reporter at heise online: The Real Risk of European Sovereign Cloud Is Not Data Access, but Software Update Supply Cutoff

German Chancellor Friedrich Merz publicly stated his trust in the security of Google Cloud for intelligence agencies. Falk Steiner, digital policy reporter at heise online, argues this misses the point: the real threat is not forced data handover to authorities, but a potential cutoff of software stack maintenance by US providers. Without continuous updates, so-called sovereign clouds would face paralysis within months, as independent alternative infrastructure does not yet exist.

2026-11-04 01:38 GMT+8

At the Berlin Digital Summit, German Chancellor Friedrich Merz was asked whether it sends a bad signal to domestic data center operators if German intelligence agencies rely on Google Cloud for their tasks. His answer was negative, noting that Google also invests in Europe. He expressed high confidence in Germany's intelligence services, stating that even when an American provider builds large cloud infrastructure, the data remains secure.

Falk Steiner, digital policy reporter at heise online, argues that this assessment fundamentally misidentifies the problem. In a commentary, he points out that the scenario requiring genuine concern is not Google handing over German data to US intelligence agencies under presidential directive—a situation that can indeed be prevented through technical and organizational measures within an air-gapped cloud architecture. The actual danger lies in a different scenario: a soft supply cutoff switch.

Steiner lists all current cloud products marketed as European sovereignty solutions—Amazon’s European Sovereign Cloud, the Microsoft Azure-based Delos Cloud, Google’s partnership S3NS in France, and the planned Thales Cloud in Germany. Technologically, they all depend on the maintainer of the cloud solution's software stack. The software stack is a core criterion for choosing or rejecting a cloud vendor, second only to cost.

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The issue is business continuity: if a displeased US President orders a halt to providing software updates to third parties, these so-called sovereign clouds will begin to show cracks within a few months. At that point, migrating data and cloud applications to a functional target infrastructure would be necessary—but that target infrastructure must first exist.

Here lies a deadlock: without anchor customers (such as German intelligence agencies with the highest security requirements), there is no economic incentive to develop and operate an independent infrastructure capable of replacing US solutions. Without this infrastructure, intelligence agencies would have nowhere to migrate when a supply cutoff occurs.

At the EU level, the 'Cloud and AI Development Act' (CADA) is currently being drafted to set relevant standards for sovereignty; Germany also plans to ensure independence across the entire public sector and among commissioned private service providers. Steiner argues that in this context, Germany’s decision to bet its intelligence agencies’ most classified knowledge on a Google Cloud solution constitutes a betrayal of the entire digital sovereignty effort.

Steiner concludes that when a real choice must be made, sovereignty takes a back seat. Those who recently pledged billions of euros to Chancellor Merz at an investment summit, hoping Germany would drive Europe toward greater independence, will remember this signal.

Sources

  • heise.deheise online↗
  • heise.deheise online↗
Topic

欧洲主权云依赖风险

欧洲主权云的核心风险并非数据被强制访问,而是软件更新断供导致的“软性杀开关”。德国总理默茨近期表示信任Google云的安全性,但heise online记者Falk Steiner指出,包括Amazon、Microsoft在内的所谓“主权云…

6 steps1 piecesUpdated 2026-11-04 13:08

How it got here

  1. 2026-01-15AWS在欧洲正式推出“欧洲主权云”(European Sovereign Cloud),首个区域位于德国勃兰登堡,宣称物理和逻辑上与全球AWS隔离。linkedin.com ↗
  2. 2026-06-03欧盟委员会发布《云与AI发展法案》(CADA)提案,旨在建立四级主权保障框架,以应对对美国云服务商的过度依赖。digital-strategy.ec.europa.eu ↗
  3. 2026-09-29AWS宣布计划于10月24日进行技术演练,暂时切断其欧洲主权云与全球骨干网的连接,以证明其可独立运行。cloudcomputing-news.net ↗

What is still unsettled

  • 欧盟《云与AI发展法案》(CADA)最终版本将如何定义“主权”?是否会强制要求软件源代码的完全本地化维护,还是仅接受AWS目前的“独立运行”模式?
  • 如果美国因政治原因停止向欧洲提供关键云服务的软件更新,欧洲是否有足够的时间和技术能力迁移到非美国主导的基础设施?
  • 德国及其他成员国的情报机构和公共部门是否会在CADA实施后继续选择美国云服务商的“主权”产品,还是转向纯欧洲供应商?
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