EU tech sovereignty package targets cloud, chips and Artificial Intelligence

The European Commission’s Tech Sovereignty Package combines cloud, semiconductor, open source and energy digitalisation measures to reduce reliance on non-European technology suppliers. It could affect infrastructure providers, software vendors, Artificial Intelligence developers and public sector suppliers across Europe.

On June 3, the European Commission published its Tech Sovereignty Package, a set of legislative and policy initiatives designed to address what the Commission characterizes as Europe’s technological dependencies on non-European suppliers. The package spans chips, infrastructure, software, cloud and Artificial Intelligence, with an ecosystem approach intended to strengthen domestic capabilities in Europe and stimulate demand in downstream sectors.

The package comprises the Cloud and Artificial Intelligence Development Act, the Chips Act 2.0, the EU Open Source Strategy and a Strategic Roadmap for Digitalisation and Artificial Intelligence in Energy. The proposed Cloud and Artificial Intelligence Development Act is aimed at scaling EU-based cloud and Artificial Intelligence infrastructure for cloud providers, data center operators, Artificial Intelligence developers, public sector customers and companies relying on critical digital infrastructure. The proposal aims to triple EU data center capacity over the next five to seven years and ensure that the Union has the capacity it needs by 2035. It also introduces an EU Cloud Sovereignty Framework with assurance levels based on control over services, supply chains, data treatment, infrastructure location and cybersecurity.

The Chips Act 2.0 reflects a renewed Commission effort to foster advanced semiconductor manufacturing in Europe. It seeks to reduce dependence on third countries for semiconductor design and manufacturing while improving crisis preparedness and security of supply. The proposal puts more weight on demand-side tools, including Artificial Intelligence Factories, Gigafactories, public innovation procurement, Demand Accelerators and a forum to promote EU-designed and EU-made chips. On the supply side, Strategic Projects across the semiconductor value chain would be eligible for facilitated public investment, fast-track permitting and other support. The explanatory memorandum also points to a potential, first-ever EU semiconductor facility for advanced manufacturing, including Artificial Intelligence chips and other advanced technologies, with pilot production envisaged in the 2030-2033 period.

The EU Open Source Strategy frames open source as a sovereignty tool to reduce vendor lock-in, promote interoperable digital infrastructure and support public and private sector uptake. It points to an open source-first principle for public purchases of cloud and Artificial Intelligence software and a public money, public code logic for public administrations. The Strategic Roadmap for Digitalisation and Artificial Intelligence in Energy connects the sovereignty agenda with climate and energy goals, including electrification, grid optimization, demand-side flexibility, energy efficiency and data center sustainability. According to the Roadmap, the rating scheme is to be adopted in 2026, with the first labels in 2027, while the needs assessment for minimum EU energy performance standards is due by 2027.

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