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Patrick Boch

Aug 20, 2026

10:16
Well,
10:17
maybe, maybe not.
10:18
I mean, well, it will be good for SAP.
10:19
I don't doubt that.
10:21
But if you look at some of the projects which you could probably call, you know, sort of the first steps into a server and cloud, funnily enough, they are hosted by Google or Amazon or Microsoft.
10:36
So, I think it was the German army, the Bundeswehr, they already started building their own private cloud, proprietary cloud just for them, but they're using Microsoft technology, which brought a lot of criticism for them because that's the other aspect of a sovereign cloud.
10:55
It's not only that you have a dedicated, somewhat separated, isolated cloud for a specific country or company, but also, or at least in the case of the EU, and I think there will be other countries and regions like China, for example, they will probably follow, not only is it a separated cloud, but it's only built on homebound technology from that country or from the EU.
14:19
And that's what AWS and Google are getting pissed off about because they've had... monopolies essentially they've controlled the market and even though they they can still compete and they can they are strong competitors in each of those areas they have multiple other competitors and nationalistic attitudes within those sovereign clouds to say okay you got to do it our way

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