Enterprise technology strategy is entering a new phase. AI adoption across OECD countries climbed from 8.7% in 2023 to just over 20% in 2025, while the three largest U.S. hyperscalers continue to control roughly 70% of the European cloud market. At the same time, Alibaba Cloud has announced new regions in Türkiye, Finland and the Netherlands, alongside expansion in Germany and France — a direct signal that global providers see European demand for regionally hosted, production-grade cloud and AI infrastructure as durable, not cyclical. For boards and executive teams, this convergence of rapid AI adoption, persistent cloud concentration, and intensifying provider competition redefines the risk and opportunity calculus behind digital strategy.
