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Donald Trump is once again leading the most powerful country on earth, and Europe is finally realizing what that means for its internet.

The entire digital infrastructure of the continent relies on cloud services owned by the U.S., and Trump now has complete political control over the tech giants that run them. According to Politico, European legislators, tech leaders, and industry experts see this as a real emergency.

The European internet primarily runs on servers from Amazon, Microsoft, and Google. These three companies control more than two-thirds of the European cloud computing market. Everything from government email to cryptocurrency exchange data passes through these platforms.

Cloud computing is what supports the European digital economy, and all of it can be turned off from Washington, and this has already happened with the chief prosecutor of the International Criminal Court.

European legislators fear a shutdown order
After Trump regained power earlier this year, tech company executives and politicians across Europe began warning that the White House could issue direct orders to shut down services.

'It's no longer unreasonable to think that we can fully rely on our American partner,' said Matthias Eke, a German Social Democrat in the European Parliament. He warned that European data could be seized and infrastructure could be blocked without warning, as Trump has a known tendency to be extremely petty.

Alexander Windbichler, CEO of the Austrian cloud company Anexia, stated that the European cloud sector has failed to act politically.

'I never expected the U.S. to threaten to take Greenland,' Windbichler said. 'That's crazier than shutting down the cloud.'

He acknowledged that European companies like his are too focused on performance and ignore the dangerous level of dependency on U.S. infrastructure.

Microsoft has already been used to enforce Trump's foreign policy. In May, ICC prosecutor Karim Khan lost access to his email hosted on Microsoft servers after the U.S. imposed sanctions against him for issuing arrest warrants for Israeli Prime Minister Benjamin Netanyahu. Microsoft provided no details, stating only: 'Microsoft has by no means ceased or suspended its services to the ICC.'

Aura Salla, a former lobbyist for Meta and now a center-right member of the European Parliament, reacted to this incident, saying: 'Naturally, American companies must comply with U.S. laws,' and warned: 'For Europeans, this means that we cannot trust the reliability and security of American companies' operating systems.'

Brad Smith, president of Microsoft, acknowledged that the risk of shutdowns at the behest of the U.S. in Europe is now taken seriously. He called it a 'real problem for people across Europe,' but still stated that it is 'extremely unlikely.' Microsoft has added a clause to its contracts with European governments resisting such orders and promised to fight any suspension in court. Meanwhile, Amazon stated that it would do 'everything practically possible' to continue servicing if sanctions are ever lifted.

Cloud giants acknowledge they cannot stand up to Trump
Christina Caffarra, a technical economist and honorary professor at University College London, pointed out a real issue: 'If this political dimension becomes hostile, how likely is it that well-meaning companies can challenge their president?'

Benjamin Revkolevski, CEO of French company OVHcloud, compared it to a faucet. 'The cloud is like a faucet with water. What if at some point the faucet is turned off?' This is a scenario that European governments are now openly preparing for. And the fear is no longer theoretical.

To address this dependency, Brussels is considering a certification mark that would guarantee that cloud services cannot be interrupted by foreign governments. But the proposal has been stalled. France wants the mark to protect local infrastructure from the U.S. Cloud Act, but other countries like the Netherlands still do not want to disconnect American providers. This resistance is gradually waning as more evidence accumulates that Trump is willing to weaponize digital infrastructure.

A Freedom of Information request revealed that the U.S. State Department began pressuring the European Commission as early as September 2023. The Commission's technical unit refused to publish its exchanges, stating it would 'undermine relations' between the U.S. and the EU. But the lobbying campaign is confirmed and ongoing.

The only long-term solution being considered is EuroStack, a €300 billion plan for European digital infrastructure intended to replace U.S. dominance. The goal is to build a self-sufficient system, from physical servers to software, that is fully controlled by Europe.

The EuroStack initiative is supported by technical economists and industry players and puts forward three requirements: 'Buy European,' 'Sell European,' and 'Finance European.' It includes plans for large-scale funding, government quotas for local tech companies, and a new sovereign technology fund.

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