The Investment in IaaS (Infrastructure as a Service) worldwide will reach 80 billion of dollars in 2026, which represents an increase in this item compared to 2025 of 35.6%. This is stated by the consulting firm Gartner, which also predicts that Europe will surpass North America in spending on IaaS in the sovereign cloud next year 2027.
By region, the consulting firm points out that the regions that will register the greatest growth in investment in IaaS in the sovereign cloud in 2026 will be the Middle East and Africa (89%), Asia-Pacific (87%) and Europe (83%). Although China and North America will probably occupy the first two positions in investment in this concept in 2026, with spending of 47,000 and 16,000 million dollars respectively, growth in both areas will be around 20%.
On the other hand, according to the consulting firm’s data, Europe will surpass North America in spending on infrastructure as a service in the sovereign cloud in 2027. In addition, geopatriation is becoming a reality, and according to Gartner, due to the increase in interest in projects of this type, spending on IaaS in the sovereign cloud will move 20% of current clous workloads from global providers to local ones.
As for 80% of IaaS spending in the sovereign cloud, it will come from new digital solutions, or from legacy workloads awaiting migration to a cloud environment. Hyperscalers are under increasing pressure as on-premise cloud providers gain market share, and governments demand greater regionalization of platforms to meet national security and regulatory requirements.
These companies, if they want to face this situation and the pressure to which local cloud companies subject them, must, according to the consultancy, know the sovereignty concerns and needs of each country and act accordingly. It will not be enough for them to treat digital sovereignty as a security and compliance issue.
According to Rene Buest, Director of Analysis at Gartner«a As geopolitical tensions rise, organizations outside the United States and China are investing more in sovereign cloud IaaS to gain digital and technological independence. The objective is to maintain the generation of wealth within its own borders to strengthen the local economy. Governments will continue to be the largest buyers to meet digital sovereignty needs, followed by regulated industries and critical infrastructure organizations, such as energy, utilities and telecommunications«.
