As geopolitical tensions between the European Union and the United States escalate, these charts illustrate the continent’s reliance on U.S. technology providers despite Europe’s pledge to become more independent.
Since returning to the White House last year, U.S. President Donald Trump levy tariffs He initially caused headaches and fears in continental Europe reject Rules out military action to acquire Denmark’s semi-autonomous territory of Greenland, before backtracking.
European governments are increasingly committed to developing digital autonomy as the long-standing transatlantic alliance looks uncertain. Critics of Europe’s reliance on U.S. companies for digital infrastructure have warned that U.S. law enforcement could demand user data from U.S. companies as part of the CLOUD Act, regardless of where the data is stored.
But technology providers from across the Atlantic still dominate Europe.
According to data from market analysis firm Synergy Research Group, European cloud providers have been steadily losing market share to U.S. competitors over the past nine years and will have a market share of less than 15% by 2025.
“It will be very difficult for European cloud providers to meaningfully reverse market share trends,” John Dinsdale, the group’s chief analyst, told CNBC.
“This is a scale game. To be a leader, you have to continuously invest heavily in research, service development, technology infrastructure, customer support and channel partners,” he added. “You also have to have brand recognition and the ability to operate globally or at least across multiple geographies.”
Amazon, Microsoft and Google Control more than 70% of the European cloud market, and the European companies with the largest market share are the German duo sap and Deutsche Telekomeach accounting for 2%, according to Synergy data.
“If you could go back 10 years and rewrite history, maybe one or two European companies could and should have positioned themselves to be leaders in the cloud market, but they didn’t,” Dinsdale said.
Amazon gained a huge first-mover advantage by being first in the market, he said, adding that Microsoft and Google were not far behind. “Oracle is finally getting serious about cloud computing and is now growing rapidly, with new cloud companies targeting specific services with some success.”
Data reported by the European Parliament in December showed that while SAP holds the largest share of the European enterprise software market, at least 59% of the share is held by American companies. Oracle and Microsoft control 18% and 10% respectively. Enterprise software market data covers Europe as a whole, including non-EU member states such as the UK and Switzerland.
SAP CEO Christian Klein told CNBC’s “Squawk Box Europe” on Friday that many political leaders now “look at technology in terms of gaining sovereignty,” “not just where we store data and how we manage it, but also how we gain sovereignty in terms of software.”
Customer relationship management software is a field dominated by a single player salespersonSAP ranks second, the data comes from the European Parliament report, only involving the 27 EU member states, show.







