NuAxiSemiconductor trade intelligence

Europe built sovereign clouds to escape US control. Then forgot about the processors

What happened

Europe's sovereign cloud initiatives, funded with over €2 billion, rely on Intel and AMD processors. These processors contain management engines (ME/PSP) that operate at Ring -3 and are subject to US law. Bearish for Intel/AMD in the EU sovereign market due to security and sovereignty risks.

Impact and signal

Medium impactImpact score: 65/100

Affected components and suppliers

Intel MEAMD PSPIntel AMTIntel Serial-over-LAN

Intel AMD

sovereigntysecurityintelamdpolicyring-3

Source and time

Source: The Register · 5/16/2026 · View original source

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Europe built sovereign clouds to escape US control. Then forgot about the processors

What happened

Impact and signal

Affected components and suppliers

Source and time

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