2026年全球主权云支出达到80B美元, Global sovereign cloud spending to hit $80B in 2026, led by Europe’s rapid growth due to data sovereignty concerns.

全球主权云层基础设施支出预计将在2026年达到800亿美元,比2025年增加35.6%,原因是地缘政治紧张和数字主权努力。 Global sovereign cloud infrastructure spending is projected to reach $80 billion in 2026, a 35.6% rise from 2025, driven by geopolitical tensions and digital sovereignty efforts. 预计到2027年,欧洲的支出将超过北美,增长83%,这得益于对美国数据存取法的担忧和对外国技术的依赖。 Europe is expected to surpass North America in spending by 2027, with 83% growth, fueled by concerns over U.S. data access laws and reliance on foreign tech. 各组织越来越多地转向当地供应商,在国家边界内,特别是在受管制部门,保持数据和经济利益。 Organizations are increasingly turning to local providers to keep data and economic benefits within national borders, particularly in regulated sectors. 中国和北美在总支出中居于领先地位,而西亚、非洲和亚洲/太平洋的成熟地区区域增长最为强劲。 While China and North America lead in total spending, regional growth is strongest in West Asia, Africa, and Mature Asia/Pacific. Gartner估计,目前20%的工作量将转移到当地供应商,大多数新支出将转向新的或迁移的系统。 Gartner estimates 20% of current workloads will shift to local providers, with most new spending going toward new or migrated systems.