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European startups are reassessing their reliance on U.S. cloud providers such as AWS, Microsoft Azure, and Google Cloud. With new U.S. tariffs under Trump's administration, there’s concern that cloud service costs could increase, especially for companies in sectors like AI, fintech, and e-commerce. These potential price shifts are prompting a broader conversation about the resilience and cost structure of cloud infrastructure in Europe.
As a result, European cloud providers like Ori, Nscale, Fluidstack, and Evroc are gaining attention, with several raising funding to expand their capabilities. Governments across the EU are also investing in local infrastructure to strengthen digital sovereignty. This evolving landscape highlights how cloud infrastructure decisions are increasingly influenced by both technical and geopolitical factors.