A structured approach to discussing cloud sovereignty concerns, moving from emotion to risk assessment in IT.
Analysis of Europe's ability to build a hyperscale cloud provider, exploring the history, economics, and technical challenges of competing with global tech giants.
Analysis of AI data center energy consumption in 2026, reviewing credible estimates from LBNL, IEA, and EPRI, and discussing the shift from efficiency gains to new electricity demand.
Analyzes hardware differences between hyperscale cloud providers (AWS, Azure) and smaller cloud providers, focusing on custom silicon and security.
