A strategic report to understand the new foundations of digital sovereignty

The Montaigne Institut publishes a major report on the future of French and European digital infrastructures.

This document offers an in-depth analysis of the transformations of the hyperscalers sector – domination, explosion of computing capacity needs, rise in power of edge computing, security of submarine cables, modernization of 5G/6G networks, cybersecurity issues – and proposes a structuring roadmap to strengthen our strategic autonomy.

In a context marked by intense global technological competition and the rapid rise of artificial intelligence, this report recalls an essential reality: without mastery of infrastructures – networks, cloud, intensive computing, data centers, edge, and satellites –, no digital sovereignty is possible.

Why is this report decisive?

• It identifies critical uses that France and Europe must imperatively master.
• It proposes a focused investment plan based on strategic priorities.
• It documents the risks associated with dependence on cloud giants.
• He stresses the urgency of strengthening high-performance computing capabilities and accelerating the development of a sovereign edge.
• It offers operational recommendations on cybersecurity, European standards, and industrial skills.

For public and private leaders, CIOs, CISOs and digital ecosystem players, this report is a valuable management tool to anticipate future transformations and guide investment decisions.