Anyone who owns technology equities will be painfully aware that the Nasdaq has lost almost 3% over the past five days. The prevailing narrative is that investors are rotating out of big tech and into so-called value stocks, particularly in energy and finance. At the same time, the AI trade has triggered sharp declines among several software providers with the suggestion that users of Anthropic will be able to code their own version of Salesforce, in just a prompt if they wish!. Meanwhile, the ongoing unpredictability of policymaking from the US administration continues to weigh on the dollar, raising fresh questions about its long-term status as the world’s reserve currency.

These headlines are just one element of a broader rebalancing between the United States and the European Union. Today, the world’s hyperscalers are predominantly US-based, which places them squarely under the scope of the CLOUD Act and FISA. As a result, data stored on these platforms remains potentially subject to subpoenas from US courts, regardless of where that data is physically hosted.

AI data sovereignty is therefore emerging as a growing fault line between the European Union and the United States. As AI becomes central to economic competitiveness and national resilience, Europe is increasingly pursuing a sovereignty-first approach. Through regulatory frameworks such as the EU AI Act and the Cybersecurity Act, the EU is asserting stronger control over how data is collected, processed, and governed, with an emphasis on transparency, accountability, and legal certainty.

For many European policymakers, this topic sits at the top of the agenda and is now a critical subject of discussion for boards of directors across the continent.

Join us on 5th of March for a roundtable discussion, in partnership with NSI Group to identify what changes may be required in your data and application strategy.

Participants will explore practical approaches to balancing regulatory compliance, performance, and innovation while navigating an increasingly fragmented AI and data landscape.

For European organisations, the challenge is no longer whether to adopt AI, but how to do so without surrendering control over the very assets that define their future.

Register now for a roundtable discussion in partnership with NSI Group!