OVH Group – Beneficiary of EU-US Decoupling?OVH Group – Positioned to Benefit from Europe’s Digital Decoupling from the US
We are seeing a clear push toward reducing Europe’s dependency on American when it comes to the Blocks National Security. US cloud firms like Microsoft, Amazon, and Google are increasingly viewed as sovereignty risks, given the reach of US laws like the CLOUD Act.
This shift is creating strong political and regulatory support for European alternatives. OVH Group, as the leading European-owned cloud infrastructure provider, could stand out as a key beneficiary, should this trend prevail. The company is well positioned to take on new demand from both public and private sector clients looking for a sovereign, EU-based solution that aligns with data protection and national security goals.
OVHcloud is actively involved in providing cloud infrastructure services to European public sector entities, including those with stringent security requirements. While specific government security contracts are not publicly detailed, OVHcloud has positioned itself as a trusted provider for sensitive data hosting. The company emphasises its commitment to data sovereignty and compliance with strict data security and confidentiality requirements, operating exclusively within the European Union and not subject to extraterritorial laws like the U.S. CLOUD Act.
OVHcloud has built data centers within the EU dedicated to storing sensitive data, ensuring that services hosted in these "zones of confidence" are operated entirely within EU territory. These services comply with the highest standards and possess necessary security and data protection certifications.
Furthermore, OVHcloud has obtained the SecNumCloud 3.2 qualification for its highly secure cloud platform, Bare Metal Pod. This certification, awarded by the French Cybersecurity Agency (ANSSI), acknowledges the platform’s adherence to stringent security standards, supporting OVHcloud’s efforts in providing secure cloud solutions for public and private sector organisations.
These initiatives align with the European Union's push for digital sovereignty, positioning OVHcloud as a key player in providing secure, compliant cloud infrastructure for government and public sector clients.
If European governments follow through on this digital decoupling, OVH could see a significant increase in contract wins and strategic importance—both of which could materially improve its valuation.
