Microsoft has announced it is on pace to invest $50 billion by the end of the decade to expand AI access across the Global South, speaking at the India AI Impact Summit in Delhi. The company said AI usage in the Global North is roughly double that of the Global South, with the gap widening.
In India and other regions of the Global South, Microsoft is increasing investment in data centre infrastructure, connectivity and electricity to support AI deployment. The company reported more than $8 billion invested in infrastructure serving the Global South in its last fiscal year.
Microsoft is also expanding skills and education programmes in India, including a pledge to help 20 million people gain AI credentials by 2028 and a target to equip 20 million people in India with AI skills by 2030.
Additional initiatives focus on multilingual AI development, food security projects in Kenya and across Sub-Saharan Africa, and new data tools to measure AI diffusion. Microsoft said coordinated global partnerships are essential to ensure AI benefits reach countries in the Global South.
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Telecoms giant Ericsson has launched a new range of AI-ready radios, antennas and RAN software designed to meet growing demand from AI-enabled and augmented reality devices. The portfolio will be showcased ahead of Mobile World Congress 2026 in Barcelona.
New Massive MIMO and remote radios integrate Ericsson Silicon with neural network accelerators, enabling real-time AI inference and improved uplink performance. Higher-power FDD and TDD configurations aim to support data-intensive AI applications while lowering the total cost of ownership.
Updated RAN software introduces AI-managed beamforming, AI-powered outdoor positioning and instant coverage prediction. Additional latency prioritisation tools are designed to deliver faster response times for AI and AR services.
Five new energy-efficient antennas complete the lineup, enhancing spectrum use and simplifying site design. Ericsson says deeper AI integration across hardware and software will help communications service providers monetise next-generation connectivity.
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Anthropic and the Government of Rwanda have signed a three-year Memorandum of Understanding to expand AI deployment across health, education and public sector services in Rwanda. The agreement marks Anthropic’s first multi-sector government partnership in Africa.
In Rwanda’s health system, Anthropic will support national priorities, including efforts to eliminate cervical cancer and reduce malaria and maternal mortality. Rwanda’s Ministry of Health will work with Anthropic to integrate AI tools aligned with national objectives.
Public sector developer teams in Rwanda will gain access to Claude and Claude Code, alongside training, API credits and technical support. The partnership also formalises an education programme launched in 2025 that provided 2,000 Claude Pro licences to educators in Rwanda.
Officials in Rwanda have said the collaboration focuses on capacity development, responsible deployment and local autonomy. Anthropic stated that investment in skills and infrastructure in Rwanda aims to enable safe and independent use of AI by teachers, health workers and public servants.
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Derived from the Latin word ‘superanus’, through the French word ‘souveraineté’, sovereignty can be understood as: ‘the ultimate overseer, or authority, in the decision-making process of the state and in the maintenance of order’ – Britannica. Digital sovereignty, specifically European digital sovereignty, refers to ‘Europe’s ability to act independently in the digital world’.
In 2020, the European Parliament already identified the consequences of reliance on non-EU technologies. From the economic and social influence of non-EU technology companies, which can undermine user control over their personal data, to the slow growth of the EU technology companies and a limitation on the enforcement of European laws.
Today, these concerns persist. From Romanian election interference on TikTok’s platform, Microsoft’s interference with the ICC, to the Dutch government authentication platform being acquired by a US firm, and booming American and Chinese LLMs compared to European LLMs. The EU is at a crossroads between international reliance and homegrown adoption.
The issue of the EU digital sovereignty has gained momentum in the context of recent and significant shifts in US foreign policy toward its allies. In this environment, the pursuit of the EU digital sovereignty appears as a justified and proportionate response, one that might previously have been perceived as unnecessarily confrontational.
In light of this, this analysis’s main points will discuss the rationale behind the EU digital sovereignty (including dependency, innovation and effective compliance), recent European-centric technological and platform shifts, the steps the EU is taking to successfully be digitally sovereign and finally, examples of European alternatives
Rationale behind the move
The reasons for digital sovereignty can be summed up in three main areas: (I) less dependency on non-EU tech, (ii) leading and innovating technological solutions, and (iii) ensuring better enforcement and subsequent adherence to data protection laws/fundamental rights.
(i) Less dependency: Global geopolitical tensions between US-China/Russia push Europe towards developing its own digital capabilities and secure its supply chains. Insecure supply chain makes Europe vulnerable to failing energy grids.
More recently, US giant Microsoft threatened the International legal order by revoking US-sanctioned International Criminal Court Chief Prosecutor Karim Khan’s Microsoft software access, preventing the Chief Prosecutor from working on his duties at the ICC. In light of these scenarios, Europeans are turning to developing more European-based solutions to reduce upstream dependencies.
(ii) Leaders & innovators: A common argument is that Americans innovate, the Chinese copy, and the Europeans regulate. If the EU aims to be a digital geopolitical player, it must position itself to be a regulator which promotes innovation. It can achieve this by upskilling its workforce of non-digital trades into digital ones to transform its workforce, have more EU digital infrastructure (data centres, cloud storage and management software), further increase innovation spending and create laws that truly allow for the uptake of EU technological development instead of relying on alternative, cheaper non-EU options.
(iii) Effective compliance: Knowing that fines are more difficult to enforce towards non-EU companies than the EU companies (ex., Clearview AI), EU-based technological organisations would allow for corrective measures, warnings, and fines to be enforced more effectively. Thus, enabling more adherence towards the EU’s digital agenda and respect for fundamental rights.
Can the EU achieve Digital Sovereignty?
The main speed bumps towards the EU digital sovereignty are: i) a lack of digital infrastructure (cloud storage & data centres), ii) (critical) raw material dependency and iii) Legislative initiatives to facilitate the path towards digital sovereignty (innovation procurement and fragmented compliance regime).
i) lack of digital infrastructure: In order for the EU to become digitally sovereign it must have its own sovereign digital infrastructure.
In practice, the EU relies heavily on American data centre providers (i.e. Equinix, Microsoft Azure, Amazon Web Services) hosted in the EU. In this case, even though the data is European and hosted in the EU, the company that hosts it is non-European. This poses reliance and legislative challenges, such as ensuring adequate technical and organisational measures to protect personal data when it is in transit to the US. Given the EU-US DPF, there is a legal basis for transferring EU personal data to the US.
However, if the DPF were to be struck down (perhaps due to the US’ Cloud Act), as it has been in the past (twice with Schrems I and Schrems II) and potentially Schrems III, there would no longer be a legal basis for the transfer of the EU personal data to a US data centre.
Previously, the EU’s 2022 Directive on critical entities resilience allowed for the EU countries to identify critical infrastructure and subsequently ensure they take the technical, security and organisational measures to assure their resilience. Part of this Directive covers digital infrastructure, including providers of cloud computing services and providers of data centres. From this, the EU has recently developed guidelines for member states to identify critical entities. However, these guidelines do not anticipate how to achieve resilience and leave this responsibility with member states.
ii) Raw material dependency: The EU cannot be digitally sovereign until it reduces some of its dependencies on other countries’ raw materials to build the hardware necessary to be technologically sovereign. In 2025, the EU’s goals were to create a new roadmap towards critical raw material (CRM) sovereignty to rely on its own energy sources and build infrastructure.
Thus, the RESourceEU Action Plan was born in December 2025. This plan contains 6 pillars: securing supply through knowledge, accelerating and promoting projects, using the circular economy and fostering innovation (recycling products which contain CRMs), increasing European demand for European projects (stockpiling CRMs), protecting the single market and partnering with third countries for long-lasting diversification. Practically speaking, part of this plan is to match Europe and or global raw material supply with European demand for European projects.
iii) Legislative initiatives to facilitate the path towards digital sovereignty:
Tackling difficult innovation procurement: the argument is to facilitate its uptake of innovation procurement across the EU. In 2026, the EU is set to reform its public procurement framework for innovation. The Innovation Procurement Update (IPU) team has representatives from over 33 countries (predominantly through law firms, Bird & Bird being the most represented), which recommends that innovation procurement reach 20% of all public procurement.
Another recommendation would help more costly innovative solutions to be awarded procurement projects, which in the past were awarded to cheaper procurement bids. In practice, the lowest price of a public procurement bid is preferred, and if it meets the remaining procurement conditions, it wins the bid – but de-prioritising this non-pricing criterion would enable companies with more costly innovative solutions to win public procurement bids.
Alleviating compliance challenges: lowering other compliance burdens whilst maintaining the digital aquis: recently announced at the World Economic Forum by Commission President Ursula von der Leyen, EU.inc would help cross-border business operations scaling up by alleviating company, corporate, insolvency, labour and taxation law compliance burdens. By harmonising these into a single framework, businesses can more easily grow and deploy cross-border solutions that would otherwise face hurdles.
Power through data: another legislative measure to help facilitate the path towards the EU digital sovereignty is unlocking the potential behind European data. In order to research innovative solutions, data is required. This can be achieved through personal or non-personal data. The EU’s GDPR regulates personal data and is currently undergoing amendments. If the proposed changes to the GDPR are approved, i.e. a broadening of its scope, data that used to be considered personal (and thus required GDPR compliance) could be deemed non-personal and used more freely for research purposes. The Data Act regulate the reuse and re-sharing of non-personal data. It aims to simplify and bolster the fair reuse of non-personal data. Overall, both personal and non-personal data can give important insight that research can benefit from in developing European innovative sovereign solutions.
European alternatives
European companies have already built a network of European platforms, services and apps with European values at heart:
Category
Currently Used
EU Alternative
Comments
Social media
TikTok, X, Instagram
Monnet (Luxembourg)
‘W’ (Sweden)
Monnet is a social media app prioritises connections and non-addictive scrolling. Recently announced ‘W’ replaces ‘X’ and is gaining major traction with non-advertising models at its heart.
Email
Microsoft’s Outlook and Google’s gmail
Tuta (mail/calendar), Proton (Germany), Mailbox (Germany), Mailfence (Belgium)
Replace email and calendar apps with a privacy focused business model.
Search engine
Google Search and DuckDuckGo
Qwant (France) and Ecosia (German)
Qwant has focused on privacy since its launch in 2013. Ecosia is an ecofriendly focused business model which helps plant trees when users search
Video conferencing
Microsoft Teams and Slack a
Visio (France), Wire (Switzerland, Mattermost (US but self hosted), Stackfield (Germany), Nextcloud Talk (Germany) and Threema (Switzerland)
These alternatives are end-to-end encrypted. Visio is used by the French Government
Writing tools
Microsoft’s Word & Excel and Google Sheets, Notion
Most of these options provide cloud storage and NexCloud is a recurring alternative across categories.
Finance
Visa and Mastercard
Wero (EU)
Not only will it provide an EU wide digital wallet option, but it will replace existing national options – providing for fast adoption.
LLM
OpenAI, Gemini, DeepSeek’s LLM
Mistral AI (France) and DeepL (Germany)
DeepL is already wildly used and Mistral is more transparent with its partially open-source model and ease of reuse for developers
Hardware
Semi conductors: ASML (Dutch) Data Center: GAIA-X (Belgium)
ASML is a chip powerhouse for the EU and GAIA-X set an example of EU based data centres with it open-source federated data infrastructure.
A dedicated website called ‘European Alternatives’ provides exactly what it says, European Alternatives. A list with over 50 categories and 100 alternatives
Conclusion
In recent years, the Union’s policy goals have shifted towards overt digital sovereignty solutions through diversification of materials and increased innovation spending, combined with a restructuring of the legislative framework to create the necessary path towards European digital infrastructure.
Whilst this analysis does not include all speed bumps, nor avenues towards the road of the EU digital sovereignty, it sheds light on the EU’s most recent major policy developments. Key questions remain regarding data reuse, its impact on data protection fundamental rights and whether this reshaping of the framework will yield the intended results.
Therefore, how will the EU tread whilst it becomes a more coherent sovereign geopolitical player?
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A Pakistani American surgeon has launched what is described as the UAE’s first AI clinical intelligence platform across the country’s public healthcare system. The rollout was announced in Dubai in partnership with Emirates Health Services.
Boston Health AI, founded by Dr Adil Haider, introduced the platform known as Amal at a major health expo in Dubai. The system conducts structured medical interviews in Arabic, English and Urdu before consultations, generating summaries for physicians.
The company said the technology aims to reduce documentation burdens and cognitive load on clinicians in the UAE. By organising patient histories and symptoms in advance, Amal is designed to support clinical decision making and improve workflow efficiency in Dubai and other emirates.
Before entering the UAE market, Boston Health AI deployed its platform in Pakistan across more than 50 healthcare facilities. The firm states that over 30,000 patient interactions were recorded in Pakistan, where a local team continues to develop and refine the AI system.
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Artificial intelligence startup Simile has raised $100m to develop a model designed to predict human behaviour in commercial and corporate contexts. The funding round was led by Index Ventures with participation from Bain Capital Ventures and other investors.
The company is building a foundation model trained on interviews, transaction records and behavioural science research. Its AI simulations aim to forecast customer purchases and anticipate questions analysts may raise during earnings calls.
Simile says the technology could offer an alternative to traditional focus groups and market testing. Retail trials have included using the system to guide decisions on product placement and inventory.
Founded by Stanford-affiliated researchers, the startup recently emerged from stealth after months of development. Prominent AI figures, including Fei-Fei Li and Andrej Karpathy, joined the funding round as it seeks to scale predictive decision-making tools.
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Ghana is set to host the Pan African AI and Innovation Summit 2026 in Accra, reinforcing its ambition to shape Africa’s digital future. The gathering will centre on ethical artificial intelligence, youth empowerment and cross-sector partnerships.
Advocates argue that AI systems must be built on local data to reflect African realities. Many global models rely on datasets developed outside the continent, limiting contextual relevance. Prioritising indigenous data, they say, will improve outcomes across agriculture, healthcare, education and finance.
National institutions are central to that effort. The National Information Technology Agency and the Data Protection Commission have strengthened digital infrastructure and privacy oversight.
Leaders now call for a shift from foundational regulation to active enablement. Expanded cloud capacity, high-performance computing and clearer ethical AI guidelines are seen as critical next steps.
Supporters believe coordinated governance and infrastructure investment can generate skilled jobs and position Ghana as a continental hub for responsible AI innovation.
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Major semiconductor companies in Tokyo have reported strong profit growth for the April to December period, buoyed by rising demand for AI related chips. Several firms also raised their full year forecasts as investment in AI infrastructure accelerates.
Kioxia expects net profit to climb sharply for the year ending in March, citing demand from data centres in Tokyo and devices equipped with on device AI. Advantest and Tokyo Electron also upgraded their outlooks, pointing to sustained orders linked to AI applications.
Industry data suggest the global chip market will continue expanding, with World Semiconductor Trade Statistics projecting record revenues in 2026. Growth is being driven largely by spending on AI servers and advanced semiconductor manufacturing.
In Tokyo, Rapidus has reportedly secured significant private investment as it prepares to develop next generation chips. However, not all companies in Japan share the optimism, with Screen Holdings forecasting lower profits due to upfront capacity investments.
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Growing numbers of students are using AI chatbots such as ChatGPT to guide their college search, reshaping how institutions attract applicants. Surveys show nearly half of high school students now use artificial intelligence tools during the admissions process.
Unlike traditional search engines, generative AI provides direct answers rather than website links, keeping users within conversational platforms. That shift has prompted universities to focus on ‘AI visibility’, ensuring their information is accurately surfaced by chatbots.
Institutions are refining website content through answer engine optimisation to improve how AI systems interpret their programmes and values. Clear, updated data is essential, as generative models can produce errors or outdated responses.
College leaders see both opportunity and risk in the trend. While AI can help families navigate complex choices, advisers warn that trust, accuracy and the human element remain critical in higher education decision-making.
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Mounting anxiety is reshaping the modern workplace as AI alters job expectations and career paths. Pew Research indicates more than a third of employees believe AI could harm their prospects, fuelling tension across teams.
Younger workers feel particular strain, with 92% of Gen Z saying it is vital to speak openly about mental health at work. Communicators and managers must now deliver reassurance while coping with their own pressure.
Leadership expert Anna Liotta points to generational intelligence as a practical way to reduce friction and improve trust. She highlights how tailored communication can reduce misunderstanding and conflict.
Her latest research connects neuroscience, including the role of the vagus nerve, with practical workplace strategies. By combining emotional regulation with thoughtful messaging, she suggests that organisations can calm anxiety and build more resilient teams.
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