European Sovereignty Monitor

News

Weekly items, each graded Verified or Reported, each stating what it does not test. Monthly issues remain the record.

UK publishes GBP7.8 billion Space Strategy to 2030 The UK government published a GBP 7.8 billion Space Strategy to 2030, allocating over GBP 3 billion to defence space capability, GBP 2.8 billion to satellite connectivity including SKYNET, and GBP 40 million to in orbit servicing and manufacturing. Defence and spacePolicy and law Verified US firm AvL Technologies wins USD31 million satellite terminal deal for Poland US company AvL Technologies won a USD 31 million contract from Polish supplier GISS to deliver WGS certified 2.4 metre trailer mounted driveaway satellite terminals for Poland's Ministry of National Defence. Defence and space Reported Franco-German space firm Exploration Company raises USD 450 million Series C The Exploration Company, the Franco-German space firm, closed a USD 450 million (about EUR 387 million) Series C led by Bessemer, Atomico and EQT's Scaleup Europe Fund, funding its Nyx capsule and Storm rocket engine programmes. Industry, investment and R&DDefence and space Reported EuroHPC and NAISS inaugurate EUR 68.5 million Arrhenius supercomputer in Sweden EuroHPC JU and Sweden's NAISS inaugurated Arrhenius at Linkoping University on 8 September 2026, a EUR 68.5 million, over 60 petaflop HPE system co-funded up to 35 percent by the Digital Europe Programme, ranked 42nd on the TOP500 list. Compute and infrastructure Verified Mistral raises record EUR 3 billion Series D led by Samsung at EUR 21 billion valuation French AI lab Mistral raised EUR 3 billion in a Series D round led by Samsung Electronics, with EQT's Scaleup Europe Fund, PSG Equity, Advent, BlackRock funds and Luxembourg joining, reaching a post-money valuation over EUR 21 billion, Europe's largest tech equity round. Industry, investment and R&D Verified EU backs Eutelsat and Tusass satellite connectivity expansion in Greenland The European Commission announced a EUR 200 million Global Gateway package for Greenland on 7 September 2026, backing an Eutelsat and Tusass project to extend OneWeb LEO connectivity to remote settlements, alongside cable, energy and raw materials cooperation. Compute and infrastructureDefence and space Reported Sweden approves SEK 7 billion HIMARS buy, signs rocket artillery pact with Finland Sweden approved a roughly SEK 7 billion (about EUR 620 million) purchase of Lockheed Martin's HIMARS rocket artillery from its regular defence investment budget, and signed a joint declaration with Finland on training, maintenance, supply security and future production cooperation. Defence and space Verified Claret Capital closes EUR 575 million Fund IV for non-dilutive European tech debt London-based Claret Capital Partners closed its fourth growth debt fund at EUR 575 million (EUR 440 million in Fund IV, EUR 135 million in affiliated mandates), offering non-dilutive capital to European deeptech, life sciences and impact firms. Industry, investment and R&D Verified Isar Aerospace's Spectrum rocket reaches orbit in first for continental Europe German firm Isar Aerospace's Spectrum rocket reached low Earth orbit from Andoya, Norway, the first orbital flight by an indigenous launch vehicle from continental Europe, meeting ESA's European Launcher Challenge milestone. Defence and space Verified MBDA subsidiary GDI Simulation acquires French AI firm Agenium Group MBDA subsidiary GDI Simulation acquired French artificial intelligence and training firm Agenium Group, forming a roughly 120 person defence simulation and AI unit serving land, air, space and naval customers. Deal value undisclosed. Defence and spaceIndustry, investment and R&D Reported France's sovereign cloud champion Nubevia buys Comlink in fifth acquisition French family owned sovereign cloud group Nubevia acquired IT consultancy Comlink of Carvin, its fifth buyout in four months, pushing projected 2026 group revenue past EUR 35 million. Industry, investment and R&DCompute and infrastructure Reported Finnish defence firm Creoir secures seed round from Sweden's Gungnir Capital Oulu based Creoir, a Finnish defence technology firm, secured a seed funding round (amount undisclosed) from Sweden's Gungnir Capital to commercialise its offline EdgeVUI and Operator Assistant voice AI for European defence customers including Saab, Leidos and TKMS. Industry, investment and R&DDefence and space Verified NSPA establishes 14 nation Innovation and Readiness Support Partnership NATO's Support and Procurement Agency established the Innovation and Readiness Support Partnership, a legal framework for 14 nations, mostly European, to run nation led projects on defence innovation, testing and readiness. No project group has yet been created. Defence and space Reported ANSSI leads G7 call for urgent shift to post-quantum cryptography France's ANSSI, chairing the G7 Cybersecurity Working Group under France's 2026 G7 presidency, issued a joint statement with G7 partners, the European Commission and ENISA urging public and private sectors to start migrating to post-quantum cryptography now. Policy and law Verified Nine Central and Eastern European states adopt Prague Declaration on AI At the CEE AI Summit in Prague, Czechia, Poland, Slovakia, Croatia, Hungary, Lithuania, Latvia, Slovenia and Romania adopted a declaration to align AI policy positions and link national computing capacity, including planned gigafactories; no funding committed. Industry, investment and R&DPolicy and law Reported NanoXplore buys Scalinx to build a European sovereign chip champion French chipmaker NanoXplore acquired Scalinx, a French analogue and RF signal chip designer in judicial receivership, retaining nearly all its 68 staff to build what it calls a European champion in sovereign critical microelectronics for space and defence. Industry, investment and R&DDefence and space Verified Taiwan's Liteon buys 25% stake in Poland's DCX for USD 176 million Taiwan's LITEON agreed to buy a 25% stake in DCX Liquid Cooling Systems, a Warsaw based maker of coolant distribution units and cold plates for AI data centres, for USD 176 million, to jointly build power and cooling platforms for hyperscale sites. Industry, investment and R&DCompute and infrastructure Verified Romania's AUR files DNA complaint over EUR 5.7 billion SAFE contracts Romania's AUR party filed a criminal complaint with anti-corruption prosecutors DNA alleging favouritism and forgery in EUR 5.7 billion of SAFE-funded Rheinmetall contracts and a near EUR 200 million Digi drone contract. Defence and spacePolicy and law Reported Poland and Czechia sign AI gigafactory cooperation memorandum in Prague Poland's Krzysztof Gawkowski and Czechia's Karel Havlíček signed a memorandum at the CEE AI Summit in Prague on cooperating on an EuroHPC AI gigafactory bid, leaving open a joint project, twinned sites, or shared participation. Industry, investment and R&DCompute and infrastructure Verified KNDS Germany awards Intracom Defense a contract for WiSPRevo systems on Leopard 2A8 tanks KNDS Germany awarded Greece's Intracom Defense a contract to supply its WiSPRevo Communication and Information System for newly built Leopard 2A8 main battle tanks destined for international customers. Defence and space Verified Julich inaugurates JION quantum computer linked to supercomputer infrastructure Forschungszentrum Julich and Siegen-based start-up eleQtron inaugurated JION, a trapped-ion quantum computer built under NRW's EUR 21 million EPIQ partnership, linking it to Julich's supercomputers via the JUNIQ infrastructure for hybrid quantum-classical computing. Compute and infrastructure Verified European Court of Auditors: EU defence readiness by 2030 remains a challenge The European Court of Auditors said EU defence readiness by 2030 "remains challenging": 78 percent of EU defence purchases from February 2022 to June 2023 came from outside the bloc, 63 percent from the US, despite a 79 percent spending rise since 2020. Defence and spacePolicy and law Reported Belgium and India sign ten defence industrial agreements in New Delhi During Belgian premier Bart De Wever's New Delhi visit, Belgium and India signed ten defence industrial deals, including Thales Belgium rocket assembly, a EUR 50 million ammunition line and naval mine countermeasure systems for India. Defence and spaceIndustry, investment and R&D Reported ERC awards EUR 705 million in Starting Grants, draws researchers from US and Canada The European Research Council awarded EUR 705 million in Starting Grants to 421 early-career researchers under its 2026 call. Twenty-one, mostly from the United States, are relocating to Europe under the Choose Europe scheme, which offers up to EUR 2 million extra for relocation costs. Industry, investment and R&D Verified Orange leads EUR93 million ReuNION cable linking La Réunion to South Africa Orange, with Telco OI, Reunicable and La Reunion Connectee, unveiled the ReuNION submarine cable to South Africa, 16 fibre pairs at 20 Tbit/s each, EUR93 million, EU cofinanced via ERDF and CEF, service due 2028. Compute and infrastructure Reported Munich startup Project-S emerges from stealth with seed funding for orbital radar Munich's Project-S raised a multi-million-euro seed round led by Uni.Fund II, with German federal, Bavarian state and ESA incubator grants, to build a space-based radar and AI system tracking centimetre-scale orbital debris. Defence and spaceIndustry, investment and R&D Reported Quobly signs MOUs with TNO and Orange Quantum Systems on spin qubit manufacturing French quantum firm Quobly signed a memorandum with Dutch institute TNO, and a separate pact with Orange Quantum Systems, to industrialise silicon spin qubit manufacturing on 300 mm wafers, agreed during President Macron's Eindhoven visit. Industry, investment and R&DCompute and infrastructure Reported Germany's cabinet approves tax shift channelling data centre revenue to host towns Germany's cabinet approved the government draft of the Einkommensteuerreformgesetz 2027 on 2 September, adding a Gewerbesteuer rule for data centres: 90 percent of the levy will follow electrical connection capacity rather than wages, redirecting revenue to host municipalities. Compute and infrastructurePolicy and law Reported France commits EUR 6 million to Mistral AI for state cybersecurity and fraud AI France's Ministry of Public Accounts (David Amiel) commits EUR 6 million to Mistral AI for 2026-2027, deploying it at Bercy and the Justice Ministry for cybersecurity vulnerability testing, tax fraud detection and mass litigation, on sovereign-hosted infrastructure. Industry, investment and R&DPolicy and law Reported Estonian defence minister Pevkur resigns over EUR 70 million EU-funded shell scandal Estonian defence minister Hanno Pevkur resigned after an audit found the state paid EUR 70 million upfront, via the EU's European Peace Facility, to Datasel S.R.L., a company with no prior record of producing artillery shells for Ukraine. Defence and spacePolicy and law Verified 4iG signs Starlink Mobile and Sovereign Solutions agreements with SpaceX Hungary's 4iG Group signed two SpaceX agreements on 2 September 2026: Starlink Mobile for Hungary and Albania, and Sovereign Solutions, under which 4iG Space and Defence Technologies and SpaceX will build encrypted satellite links for Hungary's national security and civil defence use. Compute and infrastructureDefence and space Verified iPronics raises USD 125 million Series B for AI data centre optical switches Spanish photonics spinout iPronics, spun off from Universitat Politecnica de Valencia, closed a USD 125 million Series B led by Maverick Silicon and Light Street Capital, with Nvidia and the EIC Fund joining, taking total funding to USD 177 million for its AI data centre optical switch. Industry, investment and R&D Verified Spain's Multiverse Computing launches Quasar 438B, its top-scoring reasoning model Donostia based Multiverse Computing launched Quasar 438B, a 438 billion parameter reasoning model scoring 43 on the Artificial Analysis Intelligence Index, the highest mark yet for a European model, served through its CompactifAI API. Compute and infrastructureIndustry, investment and R&D Verified HyImpulse raises over EUR 50 million to scale sovereign rocket launches German launch firm HyImpulse raised over EUR 50 million in a Series A extension co-led by JOIN Capital and Ace Capital Partners, with Germany's DLR among new backers, lifting total funding past EUR 125 million to develop its SL1 orbital rocket and sovereign launch services. Defence and spaceIndustry, investment and R&D Reported TKMS and Fincantieri sign MoU on joint underwater defence framework Germany's TKMS and Italy's Fincantieri signed a memorandum of understanding to deepen submarine and underwater cooperation, intending a formal collaboration framework by year end, subject to regulatory approval; both firms stay independently operated. Defence and spaceIndustry, investment and R&D Verified NXP secures USD 250 million EIB loan to expand Malaysia chip assembly plant Dutch chipmaker NXP's subsidiary signed a USD 250 million unsecured loan facility with the European Investment Bank on 1 September 2026 to expand its assembly and test plant in Kuala Lumpur, Malaysia. Industry, investment and R&D Verified Isar Aerospace signs launch contract with Astroscale Japan for debris removal Munich based Isar Aerospace signed a launch service agreement with Astroscale Japan to fly the ADRAS-J2 debris removal mission, targeting a defunct H-IIA rocket stage, on its Spectrum rocket from Andoya, Norway, in 2027 to 2028; no contract value disclosed. Defence and space Verified EU Commission sends AI Act information requests to over 30 companies The European Commission sent information requests to over 30 AI companies worldwide, its first use of AI Act enforcement powers gained in August 2026, covering model safety testing and copyright compliance. Policy and law Reported EU antitrust officials seek information on Oracle's cloud licensing practices European Commission antitrust staff are seeking third-party information on Oracle's cloud software licensing practices, mirroring the informal inquiry that led SAP to offer switching concessions in July 2026. Policy and law Reported Romania begins implementing EuroHPC-funded RO AI Factory at ICI Bucharest ICI Bucharest and POLITEHNICA Bucharest began implementing RO AI Factory, a EUR 50 million EuroHPC JU funded national AI supercomputer under Grant Agreement No. 101314645, due to become operational by end of 2027. Compute and infrastructure Verified PLD Space adds EUR 108 million to Series C round, total reaches EUR 288 million Spanish rocket maker PLD Space added EUR 108 million to its Series C round, led again by Japan's Mitsubishi Electric with Spain's COFIDES co-investing, taking the round to EUR 288 million and total funding to EUR 488 million for its Miura 5 launcher. Defence and spaceIndustry, investment and R&D Reported Germany's INLEAP Photonics raises EUR 20 million seed round for laser drone defence German deep-tech firm INLEAP Photonics, a Laser Zentrum Hannover spin-off, closed a EUR 20 million seed round led by UVC Partners, with HTGF, Balnord, Sentris and Scale Capital, to scale manufacturing of its laser-based counter-drone systems. Industry, investment and R&DDefence and space Verified ESA and DAS Photonics qualify quantum laser core for QKDSat satellite Spain's DAS Photonics finished qualifying the Faint Pulse Source, QKDSat's quantum laser core, under an ESA ARTES contract, delivering the model to prime contractor Redwire Europe for Europe's pre-operational quantum key distribution satellite. Compute and infrastructureDefence and space Verified Poland's Creotech signs EUR 13.9 million ESA contract for space weather satellite Creotech Instruments signed a EUR13.9 million contract with ESA on 1 September 2026 as prime contractor to build, launch and operate the SAWA space weather nanosatellite, Poland's first "mission as a service" for ESA. Defence and space Reported Swiss email security firm xorlab raises EUR5 million to build sovereign platform Zurich-based xorlab raised EUR5 million in a Series A+ round led by Spicehaus Partners, joined by Grapha Holding, EquityPitcher Ventures and ZKB Start-up Finance, to expand its email security platform across DACH, Benelux and the Nordics. Industry, investment and R&D Verified Germany launches AISI Deutschland, its national AI security institute Germany's BMDS and BMI launched AISI Deutschland in Berlin on 31 August 2026, an AI security institute built around the BSI (security) and the Bundesnetzagentur (safety), implementing a June 2026 National Security Council decision. Policy and law Verified Sweden signs EUR4.3 billion frigate contract with France's Naval Group Sweden's FMV signed a EUR4.3 billion contract with France's Naval Group for four FDI class frigates for the Royal Swedish Navy, alongside a new bilateral defence framework agreement; first delivery due 2030. Defence and space Verified SES awards OHB nearly EUR 1 billion to build 18 IRIS2 MEO satellites SES awarded German manufacturer OHB a contract worth nearly EUR 1 billion to build 18 medium-Earth-orbit satellite platforms for IRIS2, the first major industrial order since the programme entered its deployment phase. Defence and spaceIndustry, investment and R&D Verified Finnish spinout S-Transistors raises EUR 2.6 million for quantum motherboard chips Espoo based VTT spinout S-Transistors raised EUR 2.6 million pre-seed from Lifeline Ventures and an angel investor to build superconducting "quantum motherboard" chips that cut wiring and power needs for cryogenic quantum computer control. Industry, investment and R&DCompute and infrastructure Verified Greece signs EUR3 billion Achilles Shield air defence deal with Israel Greece signed a EUR3 billion "Achilles Shield" deal with Israel covering David's Sling, Barak MX and SPYDER interceptors, radars and a command and control system, plus a EUR26 million Drone Dome add-on; signed in Tel Aviv, 31 August 2026. Defence and space Reported EU designates ChatGPT, Reddit and Roblox as very large platforms under DSA The European Commission designated OpenAI's ChatGPT a Very Large Online Search Engine and Reddit and Roblox Very Large Online Platforms under the Digital Services Act, above the 45 million EU user threshold, with four months to complete risk assessments and audits. Policy and law Verified Bull to build EUR 387.8 million LUMI-AI supercomputer for EuroHPC in Finland EuroHPC JU and the LUMI AI Factory consortium of six states selected French, state-owned Bull to build LUMI-AI, a EUR 387.8 million system at CSC's Kajaani site, funded equally by EuroHPC JU and the consortium, due in the second half of 2027. Compute and infrastructure Verified Bulgaria and Latvia receive first payments under the EU's SAFE defence instrument Bulgaria received its first SAFE payment of EUR 489.3 million (15 percent of its EUR 3.3 billion allocation) and Latvia EUR 524.7 million (15 percent of its EUR 3.5 billion allocation), both on 28 August 2026, under the EU's EUR 150 billion defence loan instrument. Defence and space Reported Spain drafts rule tying new data centres to renewable power and EU-only control Spain's government opened public consultation on a draft royal decree requiring new data centres above 1 megawatt to match at least 80% of hourly consumption with newly built renewable power and to keep operation, data and metadata under EU-regulated entities. Policy and lawCompute and infrastructure Verified Schwarz Group plans EUR 5.6 billion German data centre for its STACKIT cloud Schwarz Group's companies, including cloud arm Schwarz Digits, agreed a partnership with the German state of Mecklenburg-Vorpommern for a data centre at Dummerstorf near Rostock, planning up to EUR 5.6 billion of investment and 240 megawatts by 2033 for its STACKIT sovereign cloud. Compute and infrastructureIndustry, investment and R&D Verified Nvidia reported to agree USD 12.9 billion purchase of AI hub Hugging Face The Information reported, and Bloomberg and TechCrunch corroborated, that Nvidia has agreed in principle to buy Hugging Face, the widely used open model hub with Paris roots, for USD 12.9 billion; no signed contract exists and talks could still collapse. Compute and infrastructureIndustry, investment and R&D Reported European Commission opens EIC Fund investment guidelines to defence and larger tickets The European Commission revised EIC Fund investment guidelines for the EIC Accelerator and STEP Scaleup schemes, explicitly making defence related activities eligible and allowing larger ticket sizes for scaleups; no new budget envelope was announced. Industry, investment and R&DPolicy and law Verified ESA launches MTG-I2 weather satellite on Ariane 6, completing Europe's imaging trio ESA's Meteosat Third Generation Imager 2 (MTG-I2) launched on Ariane 6 flight VA270 from French Guiana on 27 August 2026, completing the three-satellite MTG constellation that Eumetsat will use for weather forecasting over Europe and northern Africa. Defence and space Verified ESA signs EUR 543.6 million European Launcher Challenge contracts with three rocket makers ESA signed European Launcher Challenge contracts worth EUR 543.6 million in total: Rocket Factory Augsburg EUR 186.9 million, Isar Aerospace EUR 197.8 million and PLD Space EUR 158.9 million, each covering launch services 2026 to 2030 plus an upgrade demonstration flight. Defence and space Verified Romania receives first EUR 2.5 billion payment under EU's SAFE defence loan Romania received a first EUR 2.5 billion payment, 15 percent of its EUR 16.68 billion SAFE allocation, to build defence production capacity and secure orders for Romanian suppliers; Commissioner Kubilius called it a step toward a more sovereign Europe. Defence and spacePolicy and law Reported EuroHPC picks 13 quantum startups for its Quantum Grand Challenge EuroHPC Joint Undertaking's Governing Board (Decision No. 31/2026) selected 13 European quantum startups, including Denmark's Sparrow Quantum, for Phase 1 Quantum Grand Challenge funding of about EUR 300,000 each, with a route to EIB venture debt in Phase 2. Compute and infrastructureIndustry, investment and R&D Reported Spain and Poland approve EUR 5.4 billion Airbus A330 MRTT tanker deal under SAFE Spain's Council of Ministers approved a seven-year, EUR 5.4 billion framework with Poland to jointly buy at least seven Airbus A330 MRTT tanker aircraft under the EU's SAFE instrument, with four aircraft going to Poland by 2030. Defence and spaceIndustry, investment and R&D Reported Scottish public agency HIE buys collapsed Orbex's Sutherland Spaceport assets Highlands and Islands Enterprise, a Scottish public development agency, bought the assets of Sutherland Spaceport Ltd from liquidators after parent company Orbex collapsed into administration, leaving the launch site's future use undecided. Defence and space Verified European Commission approves EUR 6.1 billion in defence procurement for Ukraine On Ukraine's Independence Day the European Commission approved EUR 6.1 billion in new defence procurement for Ukraine under the Ukraine Assistance Support Loan, covering air and missile defence, missiles, ammunition and radars. Defence and space Verified Brussels clears ACS, Telefónica and Santander venture to bid for Spanish AI site The European Commission cleared, under simplified merger review, the joint venture of ACS, Telefónica, Santander and Spain's SETT, 48 percent state owned, to bid for the Móra la Nova AI gigafactory site, an envisaged EUR 5 billion project; no site or supplier has yet been chosen. Compute and infrastructurePolicy and law Reported Swedish photonics start-up Solinide raises EUR 4 million for AI data centre interconnect chips Solinide Photonics, a Chalmers spin-out, closed a EUR 4 million seed round led by Navigare Ventures and PSV Hafnium to commercialise silicon nitride photonic chips for AI data centre interconnects. Industry, investment and R&DCompute and infrastructure Verified Swedish firm TekSiC reports a milestone toward Europe's first domestic semi-insulating SiC wafer supply TekSiC (Linkoping) says a partner grew GaN epitaxial layers on its semi-insulating SiC wafers, a material Europe cannot yet make domestically and one used in space, defence and RF electronics. Customer samples are due mid-2027. Compute and infrastructureDefence and space Verified Lithuanian laser maker LITILIT secures EUR 8 million to scale femtosecond laser manufacturing LITILIT (Vilnius) secured an EUR 8 million loan from the Lithuanian development bank ILTE, plus EUR 2 million of its own capital, to build FEMODA, a modular femtosecond laser system for industrial mass manufacturing. Industry, investment and R&D Reported Foresight Group backs UK defence sensing startup SpaceAM in undisclosed seed round Gloucestershire firm SpaceAM closed a seed round led by Foresight Group's venture fund, joined by the UK Defence Unicorn Fund, to scale its parachute free autonomous sensor systems for defence and space; the investment size was not disclosed. Industry, investment and R&DDefence and space Verified GALLOS Technologies raises USD 50 million for a defence and security investment platform UK venture studio GALLOS Technologies, founded by former GCHQ and special forces leadership, raised USD 50 million (GBP 35 million) led by Ventura Capital and Aberdeen Investments to back and build defence, security and resilience technology companies. Industry, investment and R&D Reported Irish firm MDM unveils USD 500 million transatlantic cable pair from Ireland Irish subsea infrastructure firm MDM (McMahon Design and Management) unveiled plans for two transatlantic cables, Narwhal 1 and Narwhal 2, a combined USD 500 million investment linking Galway and southern Ireland to the US, with onward links to the UK and mainland Europe. Compute and infrastructure Reported The Netherlands brings its NIS2 and CER transposition laws into force The Cyberbeveiligingswet (NIS2) and Wet weerbaarheid kritieke entiteiten (CER) entered into force on 15 August with no transition period; about 8,000 organisations across 18 sectors must now register, manage cyber risk under board accountability and report significant incidents. Policy and law Verified EuroHPC opens six quantum calls worth EUR 119 million The EuroHPC Joint Undertaking opened six calls totalling EUR 119 million for European quantum processors (trapped ion, superconducting, neutral atom), quantum key distribution, testing infrastructure and pilot production lines; submissions close 17 November 2026. Compute and infrastructure Verified Ryanair signs five-year Google Cloud AI deal alongside existing AWS contract Ryanair signed a five-year deal putting Google Workspace, Gemini Enterprise agentic AI and DeepMind's AlphaEvolve and WeatherNext models across its 35,000 staff, as a second cloud alongside its existing AWS contract in a dual-cloud resilience strategy. Compute and infrastructure Verified Fraunhofer IGD switches on Germany's first Blackwell AI cluster in Darmstadt Fraunhofer IGD put into operation Baltic Brain, Germany's first Blackwell cluster, an Nvidia DGX POD of three DGX B200 systems, 24 B200 GPUs, at the Green IT Cube in Darmstadt, to train AI models on sensitive research and administration data in house. Compute and infrastructure Reported Estonia receives the first payment under the EU's SAFE defence instrument The European Commission disbursed EUR 351.6 million to Estonia, 15 percent of its EUR 2.3 billion allocation and the first pre-financing paid under SAFE, the EU's EUR 150 billion loan instrument for joint procurement of EU-produced defence equipment. Defence and space Verified Sweden pledges EUR 45 million to co-finance EU ammunition production projects Sweden's government earmarked SEK 500 million (about EUR 45 million) to co-finance five companies, including Eurenco Bofors and Nammo Sweden, bidding for EU EDIP Energetic Components grants to expand propellant, fuze and explosives production. Defence and spaceIndustry, investment and R&D Verified Mistral AI launches EU region inference endpoints and multi year compute commitments Paris based Mistral AI opened EU and US region inference endpoints and a five year "European Compute Units" framework for multi year customer commitments, targeting 1 gigawatt of European compute capacity by 2030; no euro figure was disclosed. Industry, investment and R&DCompute and infrastructure Verified Anthropic applies EU-mandated Claude watermarking to all regions worldwide Anthropic began embedding invisible machine-readable watermarks in text from new Claude models, citing the EU AI Act's Article 50 labelling duty and its July 2026 signing of the EU Code of Practice on AI transparency, and applied the marking worldwide rather than only within the EU. Policy and law Verified UK relaunches cloud procurement as supplier-neutral GBP 14 billion G-Cloud 15 The UK relaunched its cloud procurement vehicle as G-Cloud 15, worth GBP 14 billion of opportunity over four years, consolidating three prior agreements and promising SMEs about 90 percent of supplier places, open to all qualifying suppliers including large hyperscalers. Compute and infrastructurePolicy and law Verified UK defence startup Cambridge Aerospace raises GBP 222 million to scale interceptors UK air-defence firm Cambridge Aerospace closed a GBP 222 million Series C round, led by US investor DFJ Growth, at a GBP 2.5 billion valuation, to scale manufacturing of its Skyhammer counter-drone interceptor already used by UK forces. Defence and spaceIndustry, investment and R&D Reported EU Commission and SpaceRISE sign IRIS2 implementation deal, expand to 348 satellites EU Commission and SpaceRISE signed an implementation agreement expanding IRIS2 to 348 satellites (330 LEO, 18 MEO), raising secure EU governmental satcom capacity 60 percent; Poland pledged EUR 656 million, Hungary EUR 500 million toward the programme. Defence and spaceCompute and infrastructure Verified London chip startup Olix raises USD 312 million at USD 3.3 billion valuation London based AI chip startup Olix raised a USD 312 million Series B, led by new investors including Arm and Hudson River Trading, at a USD 3.3 billion valuation, to build its DX-1 inference decode accelerator, optical interconnects and complete inference racks. Compute and infrastructureIndustry, investment and R&D Verified EU AI Act transparency duties and GPAI fining power take effect from 2 August From 2 August 2026 the EU AI Act's Article 50 transparency duties, requiring labelling of AI generated content and disclosure of chatbots, became applicable, alongside the Commission's power to fine general purpose AI providers up to EUR 15 million or 3% of global turnover. Policy and law Verified Spain's OpenChip becomes shareholder in French chipmaker Kalray Spain's OpenChip Software and Technologies, backed by the Barcelona Supercomputing Center, exercised warrants and paid Kalray for new shares equal to about 15 percent of the French chipmaker's capital, under a 2025 industrial cooperation agreement. Industry, investment and R&DCompute and infrastructure Reported Thales and Exail sign EUR 3.9 billion tender offer agreement Thales and Exail Technologies signed a tender offer agreement valuing the French underwater and naval robotics firm at EUR 3.9 billion, at EUR 134.00 a share, ahead of a full buyout expected to close by early 2028. Defence and spaceIndustry, investment and R&D Reported EU opens AI Gigafactories call to unlock over EUR 30 billion in compute investment The European Commission opened the AI Gigafactories call, offering up to EUR 10 billion in EU and national funding to anchor at least EUR 20 billion in private investment for up to seven AI computing sites across at least seven member states; bids close 12 November 2026. Compute and infrastructureIndustry, investment and R&D Verified UK funds feasibility studies at 22 firms for energetic materials factories The UK Ministry of Defence awarded feasibility-study contracts worth up to GBP 300,000 each to 22 British companies to plan new factories for energetic materials such as explosives and propellants, with findings due by the end of September. Industry, investment and R&DDefence and space Verified Germany designates Bundesnetzagentur as national AI Act authority Germany's KI-MIG law entered into force, naming the Bundesnetzagentur as national market surveillance authority and contact point under the EU AI Act, running an AI service desk and regulatory sandboxes. Policy and law Verified EU AI Act Omnibus Regulation 2026/1744 enters into force, delays high-risk rules Regulation (EU) 2026/1744, adopted 8 July and in force from 27 July 2026, delays AI Act high-risk obligations to December 2027 and August 2028, eases SME and AI-literacy duties, and bans non-consensual "nudification" and CSAM generation tools. Policy and law Verified Greece receives first EUR 118.2 million SAFE defence loan payment The European Commission paid Greece the first EUR 118.2 million tranche of its EUR 787.7 million SAFE loan allocation, money Greece must spend on EU-made ammunition, missiles, air defence and ground combat systems. Industry, investment and R&DDefence and space Verified Galileo satellite SAT34 enters service, joining SAT33 in the constellation The EU Space Programme's Security Accreditation Board authorised Galileo satellite SAT34 to enter service on 23 July 2026, joining SAT33, in service since May, as the newest members of the operational Galileo constellation. Defence and space Verified EU fines Google EUR 890 million for Digital Markets Act breaches The Commission fined Google EUR 890 million under the DMA: EUR 460 million for self-preferencing its own shopping, hotel, transport and sports results in Search, and EUR 430 million for blocking Play Store developers from steering users to other offers. Policy and law Verified EuroHPC signs EUR 80 million contract for MeluXina-AI supercomputer EuroHPC signed an EUR 80 million contract with Italy's E4 Computer Engineering to build the MeluXina-AI supercomputer at Bissen and Bettembourg, Luxembourg, funding half the cost for the Luxembourg AI Factory serving regional startups and researchers. Compute and infrastructure Verified UK extends BAE Systems contract by GBP 708 million for Tempest combat air tech The UK Ministry of Defence extended its contract with BAE Systems and Team Tempest partners Leonardo UK, MBDA UK and Rolls-Royce by GBP 708 million, for sixth-generation combat air technology work that feeds into GCAP. Defence and space Verified Schwarz Digits opens sovereign cloud campus for 5,500 staff in Germany Schwarz Digits opened its new campus in Bad Friedrichshall, Germany, for up to 5,500 staff, consolidating cloud, AI and cybersecurity teams behind sovereign platform STACKIT, which it says restores data sovereignty for European firms and public bodies. Compute and infrastructure Verified Poland doubles its IRIS2 satellite constellation funding to EUR 656 million Poland's interior minister signed an agreement with EU Commissioner Kubilius doubling Poland's national contribution to the IRIS2 secure satellite constellation to EUR 656 million, funding twelve satellites and a Warsaw ground station linked to GovNet. Defence and space Verified Microsoft commits multibillion dollar sum to expand Mistral's European compute Microsoft committed a multibillion dollar sum to expand French AI lab Mistral's European GPU capacity with thousands of Nvidia Vera Rubin chips, calling it an extension of its Sovereign Cloud approach for regulated industries, while taking no new equity stake. Compute and infrastructureIndustry, investment and R&D Verified Airbus anchors EUR 500 million E2D European defence tech growth fund Airbus Defence and Space became anchor investor in E2D, a EUR 500 million growth fund launched by AVP and Earlybird for European dual-use and defence technology firms, with Airbus's own stake left undisclosed. Industry, investment and R&DDefence and space Verified EU launches Ukraine Drone Alliance after EUR 1 billion drone disbursement The European Commission launched the EU Ukraine Drone Alliance with eighteen founding members and the Drone Deal partnership, following disbursement of EUR 1 billion for drones under the EU's Ukraine Support Loan, to build joint drone and counter drone production. Defence and space Verified EU orders Google to open Android AI assistant access and Search data to rivals The Commission issued binding DMA specification measures ordering Google to let rival AI assistants access Android features on equal terms with Gemini, and to share anonymised Search ranking data with competing search engines and chatbots. Policy and law Verified Airbus picks Scaleway as sovereign cloud provider, scoring extraterritorial law risk Airbus selected French cloud provider Scaleway for business critical enterprise applications after scoring bidders on "protection against non European extraterritorial legislation" alongside European jurisdiction and data protection. Policy and lawIndustry, investment and R&D Verified ESA installs first on-premises quantum computer, Bell-1, in Italy ESA installed its first on-premises quantum computer, Bell-1, a 6-qubit system built by Irish firm Equal1, at its Earth observation centre in Frascati, Italy, to prototype hybrid quantum-classical algorithms for satellite data processing. Compute and infrastructure Verified Parliament and Council agree EU's AGILE defence innovation programme European Parliament and Council negotiators reached a provisional political agreement on the AGILE programme, a EUR 115 million fast track grant instrument for SME defence innovation, targeted to start operating on 1 January 2027. Defence and spacePolicy and law Verified Deutsche Telekom and AIT win EU mandate to unify quantum comms backbone The European Commission awarded coordination mandates for EuroQCI's quantum communication backbone to Deutsche Telekom's PETRUS2 and Austria's AIT HarmoniQCI, tasking them to unify 26 national quantum key distribution networks into one European infrastructure. Compute and infrastructure Verified EU clears EUR 659 million German state aid for four semiconductor plants The European Commission approved EUR 659 million in German state aid for four chip plants under the Chips Act: Element 3-5, KETEK, and German units of US-owned Vishay and KLA, taking cumulative EU chip aid clearances to about EUR 14.2 billion. Industry, investment and R&DPolicy and law Reported Helsing raises USD 1.8 billion Series E, mostly from US and Canadian funds Munich-based defence AI company Helsing closed a USD 1.8 billion Series E at a USD 18 billion valuation, with most new money from US and Canadian funds including Dragoneer, Lightspeed, ICONIQ, Goldman Sachs and JPMorgan, alongside European investor Daniel Ek. Industry, investment and R&DDefence and space Reported Scaleway acquires French HPC and heat recycling specialist Qarnot Scaleway, owned by Iliad, acquired French low carbon HPC and heat recycling specialist Qarnot, becoming the only European sovereign cloud operator offering cloud, AI and high performance computing on one platform; financial terms were not disclosed. Compute and infrastructure Verified SAFE loan instrument pays Croatia first EUR 255 million tranche The European Commission disbursed Croatia's first SAFE loan tranche of EUR 255 million, 15 percent of its EUR 1.7 billion allocation, following the loan agreement signed by Croatia and Commissioner Kubilius in May. Defence and space Reported Lissi GmbH raises EUR 3.5 million for EU digital identity wallet connector German digital identity firm Lissi GmbH closed a EUR 3.5 million round led by pan-European investor Ventech, with Commerzbank's incubator and Hessen's state fund, to build an EU Digital Identity Wallet connector for banks ahead of new EU anti-money-laundering rules. Industry, investment and R&DPolicy and law Verified UK's Kraken Technology raises USD 175 million Series B led by Germany's DTCP UK maritime defence firm Kraken Technology Group closed a USD 175 million Series B at a USD 1 billion valuation, led by Hamburg's DTCP Defence with Britain's state-owned British Business Bank, NSSIF and the NATO Innovation Fund. Industry, investment and R&DDefence and space Verified EU launches EUR 50 million Q-PLANET quantum chip pilot line with 28 partners The EU backed Q-PLANET, a EUR 50 million Horizon Europe pilot line coordinated by France's Pasqal with 28 partners across 11 member states, to industrialise European-made neutral-atom quantum chip components for computing, sensing and communication. Industry, investment and R&DCompute and infrastructure Verified LUMI AI Factory picks Finland's IQM to build LUMI-IQ quantum computer Finland's LUMI AI Factory selected Finnish firm IQM to deliver the Halocene H4 quantum computer, LUMI-IQ, jointly funded by EuroHPC JU with Finland, Czechia, Norway and Poland; the initial 150 qubit system is due for delivery in 2027. Compute and infrastructure Verified Commission refers Ireland, Spain, France and Netherlands to CJEU over NIS2 delays The Commission referred Ireland, Spain, France and the Netherlands to the CJEU for not notifying full transposition of the NIS2 cybersecurity directive, due since 17 October 2024, and asked for a lump sum and daily penalties. Policy and law Verified Romania, Bulgaria and Türkiye extend Black Sea mission to undersea cables Romania's defence minister signed an amendment to the Romania Bulgaria Türkiye memorandum on the Black Sea mine countermeasures group, signed at the NATO Ankara summit, extending its mandate to protecting critical undersea infrastructure. Policy and lawDefence and space Verified ArianeGroup secures long-term Ariane 6 fairing supply from Beyond Gravity ArianeGroup signed a long term contract with Swiss supplier Beyond Gravity for 27 carbon fibre payload fairings covering Ariane 6 flights FM16 to FM42, securing a key structural component through the rocket's operational ramp up. Defence and space Verified NATO awards EUR 200 million cloud contract led by Accenture NATO's communications agency awarded a EUR 200 million, seven year contract for its Protected Business Network cloud platform to Accenture, an Ireland domiciled but US linked prime, with Leonardo named only as implementation partner. Defence and space Verified Ireland cancels up to EUR 1 billion Microsoft tender over sovereignty concerns Ireland's Office of Government Procurement cancelled a planned EUR 750 million to EUR 1 billion Microsoft framework after an interested party raised concerns, minister Frankie Feighan told the Dáil, with a fresh tender promised "as early as feasible". Policy and law Reported Catalonia adopts EUR 481 million budget for a sovereign public cloud Catalonia's Executive Council approved an eight-year, EUR 481 million budget for a sovereign public cloud to host Generalitat data under EU jurisdiction, targeting SEAL 3 certification, and opened a tender with no operator yet chosen. Industry, investment and R&DCompute and infrastructure Reported NATO picks Thales and Leonardo for special forces deployable comms NATO's communications agency selected a Thales and Leonardo consortium to build the first project of the SOFCOM programme, deployable secure communication and information systems for six special forces headquarters. Defence and space Verified EuroHPC launches EUR 4 million Q-Neko project with Japan on quantum HPC EuroHPC JU launched Q-Neko, a EUR 4 million Horizon Europe project pairing ten European partners including CSC, IQM and CEA with five Japanese organisations to build shared benchmarks and standards for quantum accelerated high performance computing. Compute and infrastructure Verified GCAP nations award GBP 4.6 billion Edgewing contract for next-generation fighter jet The trilateral GCAP Agency (UK, Japan, Italy) awarded GBP 4.6 billion (about USD 6.1 billion) to Edgewing, the BAE Systems, Leonardo and Japan Aircraft Industrial Enhancement joint venture, to complete concept work and begin detailed design of the next-generation fighter jet. Defence and space Verified Quantum Systems raises USD 1.2 billion Series D with Airbus and Blackstone German drone maker Quantum Systems closed a USD 1.2 billion Series D round at an USD 8 billion valuation, co led by Airbus alongside US firms Blackstone, Noteus and Advent, more than doubling its prior valuation. Defence and spaceIndustry, investment and R&D Reported EIC recommends EUR 10.4 million for Dublin's Pilot Photonics The European Innovation Council recommended up to EUR 10.4 million in blended grant and equity funding for Dublin's Pilot Photonics to scale up manufacturing of its photonic chips, though the grant agreement is not yet signed. Industry, investment and R&D Verified IQM becomes first European quantum computer maker listed on Nasdaq Finland's IQM Quantum Computers completed its merger with Nasdaq-listed SPAC Real Asset Acquisition Corp on 1 July and began trading as IQMX on 2 July, keeping its Finnish parent company but adding a Delaware subsidiary and SEC oversight. Industry, investment and R&DCompute and infrastructure Reported German procurement law adds digital sovereignty as tender criterion from July Germany's amended Section 128 GWB, in force from 1 July 2026, explicitly lists "digitale Souveränität" alongside security of supply as a criterion public buyers may weigh when awarding contracts, including for cloud and IT services. Policy and law Verified EURO-3C: EU contracts EUR 18,809,875 to 5 organisations on the map EUROpean 3C Networks for Secure Telco-Cloud-Edge (EURO-3C) started 2026-07-01 with status signed. EUR 18,809,875 of EU contribution is contracted to 5 organisations this publication tracks: Connectivity & subsea; IONOS, StackIT, Open Telekom Cloud; Nokia / Ericsson; OVHcloud; SUSE. Industry, investment and R&DCompute and infrastructure Verified UK unveils Defence Investment Plan with GBP 15 billion armed forces boost The UK government unveiled its Defence Investment Plan on 30 June, adding GBP 15 billion to the armed forces, GBP 8.6 billion to the GCAP fighter programme with Italy and Japan, and a new GBP 50 billion UKEF defence export fund. Defence and spaceIndustry, investment and R&D Verified Spain's SETT invests EUR 115.8 million in chip designer Openchip Spain's Council of Ministers authorised SETT to make a EUR 115.8 million equity investment, via the Recovery Plan's Next Tech facility, in Catalan firm Openchip to scale its high-performance, energy-efficient AI and HPC chip design. Industry, investment and R&D Verified Romania selects Israeli Rafael's SPYDER over European bids for air defence Romania's Ministry of National Defense selected Israel's Rafael to supply the SPYDER air defence system on 29 June, in a framework deal worth more than EUR 2 billion, rejecting rival bids from France's MBDA and Germany's Diehl. Defence and space Reported Portugal commits EUR 200 million to Iberian EuroHPC AI gigafactory bid Portugal's Council of Ministers approved up to EUR 200 million to buy computing time in a joint Iberian bid, with Spain, for a EuroHPC AI gigafactory, matched by EuroHPC for EUR 400 million in first phase capital. Industry, investment and R&DCompute and infrastructure Verified Bundestag clears EUR 7.2 billion for Germany to buy 40 percent KNDS stake The Bundestag's Budget Committee cleared up to EUR 7.2 billion on 26 June for Germany, via KfW, to buy a 40 percent KNDS stake, matching France's reduced 40 percent holding ahead of a planned Paris and Frankfurt dual listing. Defence and spaceIndustry, investment and R&D Verified Lithuania receives first EUR 956.3 million payment under EU's SAFE fund The European Commission disbursed Lithuania's first SAFE payment of EUR 956.3 million on 24 June, 15 percent of its EUR 6.4 billion total allocation under the EU's joint defence procurement loan instrument. Defence and spacePolicy and law Verified Stark Defence raises EUR 500 million led by Sequoia and Founders Fund Stark, the German loitering munition and autonomous systems maker, raised EUR 500 million led by Sequoia Capital and Founders Fund, valuing it above EUR 3.5 billion, with over 80 percent earmarked for European R&D and manufacturing. Industry, investment and R&DDefence and space Verified Two new EuroHPC systems join TOP500 as JUPITER stays fifth EuroHPC's DAEDALUS in Greece, at 85.69 petaflops, and Arrhenius in Sweden, at 66.82 petaflops, entered the TOP500 ranking, while JUPITER held fifth place globally among the world's fastest supercomputers. Compute and infrastructure Verified EU funds first submarine cable hubs and opens EUR 40 million repair call The European Commission granted EUR 5.8 million to launch the first two Regional Cable Hubs, in the Baltic and Mediterranean seas, and opened a separate EUR 40 million Connecting Europe Facility call for cable repair capacity. Compute and infrastructure Verified EU clears EUR 76 million German aid for Munich chip test facility The European Commission approved EUR 76 million in German state aid, under Chips Act principles, for QuantumDiamonds GmbH to build a Munich production facility for quantum-sensor-based semiconductor test and inspection systems. Industry, investment and R&DPolicy and law Verified NVIDIA says 35 AI supercomputers are being built across Europe NVIDIA said 35 AI supercomputers built on its hardware are in development across 23 European countries, owned and operated by national HPC centres and the EuroHPC Joint Undertaking, part of 800 AI exaflops deployed or announced. Compute and infrastructure Verified EU Commission picks Domyn-led EUROPA consortium to build open frontier AI model The European Commission named the Domyn-led EUROPA consortium, including Fraunhofer, winner of its Frontier AI Grand Challenge to build an open-source frontier AI model with over 400 billion parameters trained in all 24 EU languages. Industry, investment and R&DPolicy and law Verified US-owned GDELS agrees to buy Faurecia's Augsburg plant from FORVIA General Dynamics European Land Systems, the European arm of the US defence group, agreed to buy FORVIA's Augsburg exhaust systems plant and around 300 staff, converting it into GDELS' largest German site and a hub for EAGLE and PIRANHA military vehicles. Industry, investment and R&DDefence and space Reported GENCI buys French cat-qubit quantum computer from Alice & Bob France's GENCI signed an agreement at VivaTech to buy an 18-qubit cat-qubit quantum computer from Alice & Bob, funded through the France 2030 HQI programme and hosted at CEA's TGCC centre. Compute and infrastructureIndustry, investment and R&D Verified European Innovation Council opens EUR 100 million call to defence start-ups The European Innovation Council opened its funding instruments to defence and dual-use technology for the first time, launching a EUR 100 million STEP Defence Scale Up call offering up to EUR 30 million in direct equity per project. Industry, investment and R&DPolicy and law Verified Germany agrees binding financing model for the Deutschland-Stack Germany's federal and state IT-Planungsrat adopted a binding financing model for the Deutschland-Stack, under which the federal government funds core sovereign services and states commit to nationwide rollout. Compute and infrastructurePolicy and law Verified Ariane 6 flies with new P160C boosters, lifts heaviest payload in its history Arianespace flew Ariane 64 mission VA269 from Kourou on 17 June, the first flight with four upgraded P160C solid boosters carrying 14 tonnes more propellant each, lifting 36 Amazon Leo satellites in what it called the heaviest payload an Ariane rocket has flown. Defence and space Verified Alibaba Cloud opens its first cloud region in France Alibaba Cloud launched two availability zones in France, its third European hub after Germany and the UK, expanding its global footprint to 105 zones without disclosing investment or capacity figures. Compute and infrastructure Verified Spain approves EUR 719 million state stake in Telefónica-led AI gigafactory bid Spain's Council of Ministers authorised SETT, the state tech investment vehicle, to take a EUR 719 million equity stake in a Móra la Nova, Tarragona consortium bidding to host an EU AI gigafactory, ahead of Brussels' site selection. Industry, investment and R&DCompute and infrastructure Verified France adds EUR 655 million for AI sovereignty and a single public chatbot French Prime Minister Sébastien Lecornu announced EUR 655 million in extra France 2030 funding for AI infrastructure, compute, research and industry, plus L'Assistant, a single sovereign chatbot built on Mistral's models for around one million civil servants. Industry, investment and R&DPolicy and law Reported France's DGSI picks ChapsVision over Palantir for its data platform French intelligence agency DGSI awarded ChapsVision's ArgonOS platform Lot 2 of its data processing contract on 16 June, with Prime Minister Lecornu casting it as ending new strategic dependencies; Palantir's tools continue during the transition. Defence and spacePolicy and law Verified Eutelsat signs CENTAURE satellite contract with France's DGA worth EUR 350 million Eutelsat signed the CENTAURE contract with France's DGA on 15 June, the first call off under the EUR 1 billion NEXUS framework, worth up to EUR 350 million over eight years with an initial EUR 138 million firm commitment for LEO capacity. Defence and space Verified EU concludes agreement letting Canada join SAFE-funded defence procurement The Council of the EU formally concluded its agreement with Canada on 15 June, making Canada the first non-EU country allowed to take part in SAFE-funded joint defence procurement contracts, without setting a cap on Canadian content. Defence and spacePolicy and law Reported Policloud signs EUR 580 million deal to deploy sovereign AI cloud units French group Antimatter's Policloud signed a EUR 580 million framework deal with CloudGrid Energy to deploy 280 sovereign compute units, about 29,000 GPUs, across 16 renewable-powered sites in five countries by end 2027. Compute and infrastructure Verified OHB and Rheinmetall register joint venture for Bundeswehr secure satcom OHB and Rheinmetall registered their joint venture OHB Rheinmetall Space Networks GmbH in Bremen on 11 June, tasked with building and operating the Bundeswehr's SATCOMBw Level 4 secure satellite communications architecture end to end. Defence and spaceIndustry, investment and R&D Verified Netherlands adds EUR 360 million to Deep Tech Fonds, raising it to EUR 610 million The Dutch Ministry of Economic Affairs and Climate and Invest-NL added EUR 360 million to the national Deep Tech Fonds, raising its total to EUR 610 million, to back Dutch scale-ups in semiconductors, photonics, AI and quantum technology. Industry, investment and R&D Verified EuroHPC and Italy inaugurate SOL quantum computer and LISA AI upgrade EuroHPC JU and Italy inaugurated SOL, a Pasqal-built neutral-atom quantum computer at CINECA costing EUR 13 million, alongside LISA, a EUR 50 million AI computing partition added to the Leonardo supercomputer. Compute and infrastructure Verified NEURA Robotics raises up to USD 1.4 billion Series C for physical AI robots NEURA Robotics of Metzingen, Germany announced a Series C round of up to USD 1.4 billion, backed by Amazon, NVIDIA, Qualcomm, Bosch, Schaeffler and the European Investment Bank, to scale its cognitive robots and Neuraverse platform. Industry, investment and R&D Verified European Commission selects Leonardo to build SCOPE in-orbit servicer for ISOS The European Commission selected Leonardo on 10 June to build SCOPE, one of two servicer spacecraft for the Horizon Europe ISOS in-orbit servicing programme, which Leonardo says will strengthen European technological non-dependence in space. Defence and spaceIndustry, investment and R&D Verified ESA awards Thales Alenia Space EUR 700 million initial Sentinel-1 NG contract Thales Alenia Space signed an initial EUR 700 million ESA contract on 10 June as prime contractor for two Copernicus Sentinel-1 NG radar satellites, with Airbus building the C-band SAR instruments under a separate EUR 345 million deal. Defence and spaceIndustry, investment and R&D Verified EU proposes Cloud and AI Development Act to triple data centre capacity The European Commission proposed the Cloud and AI Development Act, aiming to triple EU data centre capacity within five to seven years and introducing a four-tier Union Assurance Level scheme for public-sector cloud and AI procurement. Compute and infrastructurePolicy and law Reported Germany, Poland and Czechia launch EUR 18 million quantum-secure network Germany, Poland and the Czech Republic launched QUANT-GPICz, a EUR 18 million quantum-key-distribution backbone linking Frankfurt, Berlin, Warsaw and Prague, funded half by the EU and half by Germany's digital ministry. Compute and infrastructure Verified France orders MBDA to develop ASN4G hypersonic nuclear missile for Rafale F5 France's DGA ordered MBDA on 2 June to develop the ASN4G hypersonic, nuclear capable missile for the Rafale F5, targeting Mach 8 speeds and a 2035 in-service date to replace the ASMPA on France's airborne nuclear deterrent. Defence and space Verified Bpifrance, Mistral, MGX and NVIDIA unveil EUR 7.5 billion second Campus AI site Bpifrance, Mistral AI, MGX and NVIDIA announced a EUR 7.5 billion second Campus AI site in France, targeting up to 3 gigawatts of AI compute capacity nationwide; the new site's location was not yet disclosed. Compute and infrastructureIndustry, investment and R&D Verified Ardian and Verne plan EUR 5 billion, 500MW data centre campus in Ile-de-France Private equity firm Ardian and its Nordic portfolio company Verne announced plans to invest up to EUR 5 billion in a 500MW data centre campus in Ile-de-France, with an initial phase above 200MW targeted for 2030. Compute and infrastructureIndustry, investment and R&D Verified Poland receives first EUR 6.6 billion payment under the EU's SAFE defence loan Poland received EUR 6.6 billion, 15% of its EUR 43.7 billion SAFE allocation, as the first pre-financing payment under the EU's defence loan instrument, which Commissioner Andrius Kubilius called a concrete step for common security. Policy and lawDefence and space Verified Romania orders Quantum Systems Vector recon drones for EUR 30.7 million under SAFE Romania's defence ministry signed a EUR 30.7 million SAFE funded contract with Germany's Quantum Systems for 34 Vector mini UAS reconnaissance drones and 15 Scorpion conversion kits, with deliveries due in 2027. Defence and space Verified Poland signs first SAFE funded defence contracts worth about PLN 120 billion Poland's Armaments Agency signed the first SAFE funded equipment contracts with domestic suppliers including WB Electronics, MASKPOL, GISS and AMZ Kutno; the ministry says 62 contracts worth about PLN 120 billion were concluded by 30 May. Defence and spaceIndustry, investment and R&D Verified Mistral AI picks US firm VAST Data to run storage for its AI factories Mistral Compute put VAST Data's storage software into production as the data layer for its Nvidia GB300 AI factories in France and Sweden, deepening the French AI champion's reliance on US storage software and chips. Compute and infrastructure Verified KPN and Schwarz Digits to launch Dutch sovereign cloud region by 2027 KPN and Germany's Schwarz Digits announced plans to extend the STACKIT sovereign cloud, already live in Germany and Austria, to the Netherlands, targeting government, finance, energy and healthcare customers from mid-2027. Compute and infrastructure Verified EuroHPC inaugurates EuroQCS-Spain quantum computer in Barcelona EuroHPC JU and Spain inaugurated EuroQCS-Spain, a 10 qubit analogue quantum computer built by Qilimanjaro at Barcelona Supercomputing Center, funded EUR 8.5 million by EuroHPC JU and Spain's digital ministry. Compute and infrastructure Verified SiPearl announces its Rhea1 Euro-CPU has powered on for the first time SiPearl announced its Rhea1 high performance computing chip, developed under the EU backed European Processor Initiative, powered on 13 May 2026 and entered lab validation; market availability is still targeted for late 2026. Compute and infrastructure Verified Netherlands blocks Kyndryl's takeover of DigiD operator Solvinity Dutch State Secretary Willemijn Aerdts prohibited Kyndryl's planned takeover of Solvinity, which runs the DigiD identity system, under the WOZT telecom investment screening law, citing US CLOUD Act exposure risk to citizens' data that could not be eliminated. Policy and lawCompute and infrastructure Reported Macron adds EUR1 billion to France's national quantum strategy via France 2030 President Macron announced an immediate EUR1 billion top-up to France's national quantum strategy through the France 2030 programme, alongside a EUR550 million pledge toward a future EU semiconductor IPCEI not yet approved by Brussels. Industry, investment and R&DCompute and infrastructure Verified European Commission signs EUR 16.68 billion SAFE loan agreement with Romania Romania and the European Commission concluded a SAFE loan agreement worth EUR 16.68 billion, the second largest under the instrument after Poland, financing defence procurement, security infrastructure and strategic road links to Moldova. Defence and spacePolicy and law Reported Infineon launches EUR91 million EU project Moore4Power for power chiplets Infineon led the launch of Moore4Power, a EUR91 million, three-year Chips Joint Undertaking project with 62 partners across 15 European countries, developing silicon, silicon carbide and gallium nitride power chiplets for wind, e-mobility and rail. Industry, investment and R&D Reported Germany awards EUR 250 million sovereign AI cloud contract, Google drops challenge Germany's digital ministry BMDS awarded a EUR 250 million sovereign AI cloud contract split between a Telekom/SAP consortium and an SVA/Schwarz Digits consortium, after Google and adesso withdrew a procurement complaint. Compute and infrastructure Verified Thales to launch Thales-owned sovereign cloud entity in Germany Thales announced a new German sovereign cloud entity, wholly owned and controlled by Thales under German law with Google Cloud as technology licensor only, mirroring its French S3NS model; general availability is targeted for end of 2026. Compute and infrastructure Verified EU clears EUR288 million German state aid for Zeiss and Zadient chip plants The European Commission approved EUR288 million in German state aid under the Chips Act: EUR222 million for Carl Zeiss to build EUV optics in Oberkochen and EUR66 million for Zadient Materials to make silicon carbide source material in Bitterfeld. Industry, investment and R&DPolicy and law Verified UK awards GBP 4 million in fast track contracts to 13 domestic defence tech firms The UK Ministry of Defence awarded contracts worth up to GBP 4 million combined to 13 British firms under its Commercial X fast track route, covering quantum sensing, autonomous systems, secure communications and space manufacturing. Defence and spaceIndustry, investment and R&D Verified HMRC awards UK firm Quantexa a GBP175 million, ten-year sovereign AI contract Britain's tax authority HMRC signed a ten-year, GBP175 million deal with London based Quantexa to build a sovereign, governed AI and data platform for fraud detection and the tax gap, keeping data and processing inside HMRC's own environment. Industry, investment and R&DPolicy and law Verified Croatia signs EUR 1.7 billion SAFE loan agreement with the EU for defence Croatia's deputy prime ministers Ivan Anusic and Tomislav Coric signed a SAFE loan agreement worth up to EUR 1.7 billion with EU Commissioner Andrius Kubilius at Banski Dvori, financing future defence procurement under the EU instrument. Defence and spacePolicy and law Verified Germany's BfV picks French ChapsVision platform over US Palantir Investigative reporting found Germany's domestic intelligence agency BfV selected ChapsVision's ArgonOS data fusion platform over Palantir, citing US Cloud Act exposure; contract value is undisclosed and full deployment awaits a legal powers reform. Compute and infrastructure Reported Thales and ArianeGroup conduct first successful firing of FLP-t 150 strike weapon Thales and ArianeGroup conducted the first successful firing of the FLP-t 150 long range strike munition, a French sovereign system exceeding 150 kilometres range designed to keep terminal guidance under GNSS jamming, replacing the LRU rocket. Defence and space Verified Cyfronet inaugurates Gaia AI supercomputer in Kraków, EU and Poland fund it Cyfronet AGH inaugurated the Gaia AI Factory in Kraków, a roughly EUR 70 million system with over 1,000 GPU accelerators, funded equally by Poland's government and the EU's EuroHPC Joint Undertaking; full operation is due in 2027. Compute and infrastructure Verified Eindhoven sensor startup eyeo raises EUR40 million Series A from European investors eyeo, an imec spinout based in Eindhoven with an Antwerp design centre, raised a EUR40 million Series A led by Innovation Industries, an all European syndicate, to build a chip design team and scale its nanophotonic colour splitting image sensor. Industry, investment and R&D Verified Algorithmiq raises EUR18 million and moves headquarters from Helsinki to Milan Quantum software firm Algorithmiq raised a EUR18 million round led by United Ventures, with Italy's state investment bank Cassa Depositi e Prestiti joining, and relocated its global headquarters from Helsinki to Milan while keeping Finnish operations. Industry, investment and R&D Verified Lithuania signs EUR 6.4 billion SAFE loan agreement with the EU for defence Lithuania's defence and finance ministers signed a SAFE loan agreement worth EUR 6,375,487,000 with EU commissioners Kubilius and Serafin, financing national division defence needs over a 45 year term with a 10 year grace period. Defence and spacePolicy and law Reported Poland signs EUR 43.7 billion SAFE loan agreement with the EU, first to do so Poland became the first EU country to sign a loan agreement under the Security Action for Europe (SAFE) instrument, worth EUR 43.7 billion, signed in Warsaw by Polish ministers and Commissioners Piotr Serafin and Andrius Kubilius to fund defence modernisation. Policy and lawDefence and space Reported Dutch court allows State to renew Solvinity contract despite CLOUD Act fears The Hague District Court ruled the Dutch State may renew its contract with Solvinity, the DigiD infrastructure operator, before its August deadline, rejecting three citizens' claim that this was unlawful given Solvinity's pending sale to US-owned Kyndryl. Policy and lawCompute and infrastructure Reported QuantWare raises EUR152 million Series B led by Intel Capital and In-Q-Tel QuantWare, a Delft quantum processor maker, closed a EUR152 million Series B led by US investors Intel Capital and In-Q-Tel, to build KiloFab, a large open-architecture quantum chip factory in the Netherlands. Industry, investment and R&DCompute and infrastructure Verified Nscale commits EUR695 million to expand its Portugal GPU campus for Microsoft Nscale, a UK based AI cloud operator, committed EUR695 million to add a second 200 megawatt building at its Start Campus site in Sines, Portugal, to host over 66,000 Nvidia Rubin GPUs sold to Microsoft as capacity from late 2027. Industry, investment and R&DCompute and infrastructure Verified Luxembourg enacts law transposing the EU NIS2 cybersecurity directive Luxembourg published its Law of 5 May 2026 transposing the EU's NIS2 directive, entering into force on 10 May and binding around 15 sectors to harmonised risk management and incident reporting rules, with fines up to EUR 10 million. Policy and law Verified Sentinel-1D becomes fully operational, restoring Europe's radar Earth observation ESA declared Sentinel-1D fully operational, restoring the two satellite C band radar constellation for the Copernicus programme lost when Sentinel-1B failed in 2021, giving Europe continuous all weather day and night Earth observation again. Defence and space Verified EU Commission and EDA sign EUR 35 million BraveTech EU funding agreement The European Commission and European Defence Agency signed a Contribution Agreement funding EDA EUR 35 million for BraveTech EU's second phase, testing rapid defence innovations drawn from lessons of the war in Ukraine. Defence and spaceIndustry, investment and R&D Verified SAP joins France's S3NS trusted cloud, with Thales as first customer SAP agreed to deploy its Sovereign Cloud onto S3NS, the Thales led, SecNumCloud qualified French platform, with Thales itself as first customer migrating its ERP by the second half of 2026, keeping data under French jurisdiction. Compute and infrastructure Verified Bundeswehr orders EUR 1.04 billion more Rheinmetall digital soldier systems Germany's BAAINBw placed a EUR 1.04 billion call off order with Rheinmetall for 237 more IdZ-ES digital soldier systems, equipping 8,600 more soldiers under a EUR 3.1 billion framework running to 2030. Defence and space Verified Google led consortium's legal challenge stalls German sovereign cloud award A Google and Adesso consortium filed a procurement complaint contesting Germany's provisional award of a EUR 249.6 million, four year sovereign cloud tender to Deutsche Telekom and SAP, stalling the federal government's sovereignty weighted award. Compute and infrastructurePolicy and law Reported EIC selects eight European deep tech startups for EUR 146.5 million scale up The EIC selected eight deep tech startups, including France's quantum firm Alice & Bob and Bulgaria's Endurosat, for STEP Scale Up equity tickets of EUR 10 million to 30 million, totalling up to EUR 146.5 million. Industry, investment and R&D Verified Dutch government signs cloud framework deal with Germany's STACKIT The Netherlands' Ministry of Justice and Security signed a framework agreement making STACKIT, owned by Germany's Schwarz Digits (Lidl's parent group), the Dutch government's official alternative to AWS, Google Cloud and Microsoft Azure. Compute and infrastructurePolicy and law Verified Canada's Cohere agrees to acquire Germany's Aleph Alpha, Schwarz invests EUR 500 million Canada's Cohere agreed to acquire Germany's Aleph Alpha, with Germany's Schwarz Group investing EUR 500 million into Cohere's Series E; the deal needs shareholder and regulatory approval and leaves Cohere as majority owner. Industry, investment and R&D Verified France picks Scaleway over Microsoft to host its Health Data Hub France's Health Data Hub named French cloud firm Scaleway, chosen through a UGAP public cloud procurement, as its future host, ending its use of Microsoft Azure under DINUM's cloud sovereignty doctrine. No contract value was disclosed. Compute and infrastructurePolicy and law Verified EuroHPC signs EUR 290 million Dell and E4 contract for Italy's AI factory EuroHPC signed a EUR 290 million contract with Dell Technologies and Italy's E4 Computer Engineering to build the IT4LIA AI factory at CINECA, Bologna, on Nvidia GB200 hardware with French SiPearl CPUs, split evenly with Italy's research ministry. Compute and infrastructure Verified German start-up ATMOS Space Cargo raises EUR 25.7 million for orbital return craft German start-up ATMOS Space Cargo closed a EUR 25.7 million Series A, led by Balnord and Expansion Ventures with EIC Accelerator participation, to build what it calls Europe's first routine orbital return infrastructure. Defence and spaceIndustry, investment and R&D Verified EuroHPC signs EUR 29.8 million Bull contract for Sweden's Mimer AI factory EuroHPC signed a EUR 29.8 million contract with French vendor Bull to build the Mimer AI Factory supercomputer at NAISS, Linköping University, split evenly between EuroHPC and Sweden's Research Council, deployment starting in 2026. Compute and infrastructure Verified Spain's Arkadia Space to supply propulsion for Dassault's VORTEX-D spaceplane Spain's Arkadia Space will supply ARIEL thruster propulsion for the reaction control system of Dassault Aviation's VORTEX-D reusable spaceplane demonstrator, a Spanish-French link in Europe's own spaceplane effort. Defence and spaceIndustry, investment and R&D Verified Poland launches PLN 22.5 billion Chrobry fund for defence investment Poland's MFiPR and state bank BGK launched the Chrobry company with PLN 22.5 billion (about EUR 5.3 billion) from Recovery Plan funds, as loans and equity for defence, cyber and dual use infrastructure investment. Industry, investment and R&DDefence and space Verified EU Commission awards EUR 180 million sovereign cloud contract to four EU firms The European Commission awarded up to EUR 180 million over six years to four EU-based providers, Post Telecom with OVHcloud and CleverCloud, STACKIT, Scaleway, and Proximus with S3NS, to host EU institutions' cloud workloads at or above SEAL-2 sovereignty assurance. Policy and lawCompute and infrastructure Verified Codasip's RISC-V design sale to a US buyer threatens EU chip project DARE Czech chip designer Codasip sold its RISC-V design business, including its Codasip Studio tooling, to an undisclosed US listed semiconductor firm, threatening the EUR 240 million DARE programme's plan to build a European high end RISC-V processor. Compute and infrastructureIndustry, investment and R&D Reported NASA to launch ESA's Rosalind Franklin Mars rover on SpaceX Falcon Heavy NASA confirmed it will launch ESA's Rosalind Franklin Mars rover on a SpaceX Falcon Heavy from Florida no earlier than late 2028, the launch service NASA owes ESA because Europe has no equivalent heavy lift launcher of its own. Defence and space Verified German antitrust regulator clears Rheinmetall-OHB satellite joint venture Germany's Bundeskartellamt cleared a joint venture between Rheinmetall Digital and OHB to jointly bid for a Bundeswehr military satellite communications contract, with OHB covering the space segment and Rheinmetall the user and network segment. Defence and space Verified EuroHPC launches Federation Platform for single access to EU supercomputers EuroHPC released the Federation Platform, built by CSC, IT4Innovations, Tartu, Ghent, GEANT and NORDUnet, giving researchers and firms single sign on access across Europe's 12 deployed supercomputers, with AI factory and quantum links planned. Compute and infrastructure Verified EU Commission commits EUR 1.07 billion to 57 European Defence Fund projects The Commission will invest EUR 1.07 billion in 57 European Defence Fund projects across 26 member states and Norway, backing drone defence, air shield and space shield flagships; grant agreements are still pending signature. Defence and spaceIndustry, investment and R&D Verified Germany's Quantum Systems forms two more joint ventures with Ukraine Germany's Quantum Systems formed joint ventures Quantum WIY Industries and Quantum Tencore Industries with Ukrainian partners WIY Drones and Tencore, to build interceptor drones and unmanned ground systems. Industry, investment and R&DDefence and space Verified France makes SecNumCloud or EUCS qualification mandatory for State data hosting France's Decree No. 2026-272 makes SecNumCloud or equivalent EUCS qualification mandatory for cloud providers hosting the State's most sensitive data, covering named administrations and six public-interest groupings, two years after the SREN law required it. Policy and lawCompute and infrastructure Verified EuroHPC inaugurates Quandela's Lucy quantum computer at France's TGCC site EuroHPC inaugurated Lucy, a 12 qubit photonic quantum computer built by France's Quandela and Germany's attocube, integrated with the Joliot Curie supercomputer at TGCC. Cost EUR 8.5 million, split evenly between EuroHPC and France. Compute and infrastructure Verified Bulgaria renews EUR 210 million EIF fund for high tech and defence firms Bulgaria renewed its JEREMIE mandate with the European Investment Fund through 2035, making EUR 210 million in equity, loans and guarantees available for microelectronics, AI, quantum, space and dual use firms. Industry, investment and R&D Verified EU Council approves EUR 17.15 billion SAFE defence loans for Czechia and France The Council of the EU cleared SAFE loans of EUR 17.15 billion for Czechia (EUR 2.06 billion) and France (EUR 15.09 billion) to fund defence procurement, with no equipment or suppliers yet chosen. Defence and spacePolicy and law Reported EU clears EUR 211 million Italian state aid for CamGraPhIC photonic transceivers The Commission cleared EUR 211 million of Italian state aid for CamGraPhIC, a Pisa and Bergamo based firm building graphene photonic transceivers for data centre interconnects, aimed at cutting reliance on non European optical component suppliers. Compute and infrastructureIndustry, investment and R&D Verified Germany opens funding competition for error corrected quantum computers Germany's research ministry opened a funding competition for domestic quantum computer hardware and pilot manufacturing, grants of EUR 20 million to 55 million per project, aiming for two error corrected European class machines by 2030. Compute and infrastructureIndustry, investment and R&D Verified France's DINUM orders every ministry to cut non-European tech dependencies DINUM held an interministerial seminar ordering every French ministry to file a plan cutting non-European tech dependencies by autumn 2026. DINUM begins moving its own workstations from Windows to Linux; CNAM shifts 80,000 agents to sovereign collaboration tools. Policy and lawCompute and infrastructure Verified ESA's Celeste satellite sends Europe's first low orbit navigation signal ESA's Celeste IOD-1 CubeSat, built by GMV and Alen Space with Thales Alenia Space and over 50 entities from 14 countries, sent Europe's first dual frequency navigation signal from low Earth orbit, testing a Galileo resilience layer. Defence and space Verified Greece contracts Israel's Elbit Systems for USD 750 million PULS rockets Israel's Elbit Systems won a USD 750 million (EUR 650 million) contract to supply PULS rocket artillery to Greece's armed forces over four years, with local production and technology transfer to Greek industry. Defence and space Verified EU Chips Act consortium launches EUR 50 million SPINS pilot line for quantum chips Imec led a 25 partner consortium across nine EU states in launching the SPINS pilot line, EUR 50 million from the EU Chips Joint Undertaking and national funders, to industrialise spin qubit chip manufacturing on 300mm CMOS lines. Compute and infrastructureIndustry, investment and R&D Verified GCAP Agency awards Edgewing GBP 686 million first joint fighter contract The GCAP Agency placed a GBP 686 million contract with Edgewing, the UK-Italy-Japan joint venture, for design and engineering work on the sixth-generation fighter, the programme's first joint international contract. Defence and space Verified EIC awards EUR 118 million to 30 breakthrough research projects The European Innovation Council awarded EUR 118 million in Pathfinder Challenges grants to 30 early stage research projects, chosen from 647 proposals, spanning AI diagnostics, robotics and climate resilient crops. Industry, investment and R&D Verified UK competition watchdog opens Microsoft probe, wins cloud fee pledges The UK Competition and Markets Authority opened a strategic market status investigation into Microsoft's business software ecosystem starting in May 2026, and secured commitments from Microsoft and Amazon on cloud data egress fees and interoperability. Policy and law Verified Nebius to build 310 megawatt AI data centre in Finland Nebius, the Amsterdam headquartered, Nasdaq listed AI infrastructure company, said it will build a 310 megawatt AI data centre in Lappeenranta, Finland, its tenth site and largest outside the United States. Compute and infrastructureIndustry, investment and R&D Verified Mistral AI raises USD 830 million debt for Paris AI data centre Mistral AI secured USD 830 million in debt from a seven-bank French and European consortium to build a data centre at Bruyeres-le-Chatel near Paris with 13,800 Nvidia GPUs, targeting 200 megawatts of capacity across Europe by 2027. Compute and infrastructureIndustry, investment and R&D Reported EU Commission adopts EUR 1.5 billion EDIP work programme for defence industry The Commission adopted a EUR 1.5 billion EDIP work programme for 2026 to 2027, including EUR 325 million to seed future European Defence Projects of Common Interest; calls for proposals, open also to Norway and Ukraine, opened on 31 March. Defence and spaceIndustry, investment and R&D Verified EuroHPC opens EUR 25 million tender for Ireland's CASPIr supercomputer EuroHPC JU opened a EUR 25 million tender to procure CASPIr, a mid-range Irish supercomputer exceeding 15 petaflops, funded 35 percent by the Digital Europe Programme and 65 percent by Ireland, with bids due by 5 May 2026. Compute and infrastructure Verified EU Commission proposes EUR 17.15 billion in SAFE loans for Czechia and France The European Commission completed its technical assessment of Czechia's and France's SAFE national investment plans and proposed to the Council loans of EUR 2.06 billion and EUR 15.09 billion respectively; Council adoption and first payments were slated for April. Defence and spacePolicy and law Verified Norway and Iceland sign agreement to join EU's IRIS2 and GOVSATCOM The EU signed an agreement admitting Norway and Iceland to its GOVSATCOM secure satellite communications service and the IRIS2 constellation programme, extending both EU-run systems to two more European states outside the Union. Defence and spacePolicy and law Verified France's state cloud spend hits EUR 84 million, 70 percent to EU providers France's interministerial cloud market recorded EUR 84 million in 2025 orders, up 62 percent, with 70 percent going to European providers such as Bleu, S3NS, OVHcloud, NumSpot, Scaleway, Outscale and Mistral AI under the Cloud au centre doctrine. Industry, investment and R&DCompute and infrastructure Verified Finland halts election platform's move to Amazon Web Services Finland's Ministry of Justice shelved a 2025 decision to migrate its election platform, covering candidate lists, voter registers and vote counting, to Amazon Web Services, citing the US Cloud Act and keeping data on domestic servers through the 2027 election. Compute and infrastructurePolicy and law Reported Fraunhofer prints multi-metal rocket valve with ArianeGroup input Fraunhofer IGCV printed a multi material rocket valve demonstrator combining magnetic and non magnetic steel in one build, under the EUR 38 million EU funded Enlighten project, with ArianeGroup supplying integration requirements for future launchers. Industry, investment and R&DDefence and space Verified France's top court upholds Microsoft hosting of health data study France's Conseil d'Etat rejected challenges to a CNIL authorisation for a 10 million person health data study hosted on Microsoft Azure, ruling the US CLOUD Act access risk acceptable given safeguards and no transfer to the United States. Policy and law Verified Swissto12 opens Switzerland's largest satellite integration facility Swissto12 opened a new 1,000 square metre satellite integration cleanroom in Renens, funded through a EUR 73 million ESA HummingSat programme investment, adding domestic capacity to build small geostationary satellites. Industry, investment and R&DDefence and space Verified SAP launches sovereign cloud in France with Bleu SAP began deploying its sovereign cloud in France on Bleu, the Capgemini and Orange venture, targeting ANSSI's SecNumCloud qualification for public sector and regulated industry workloads shielded from non-European extraterritorial law. Compute and infrastructure Verified Germany selects 38 projects for chipmaking IPCEI, over EUR 3 billion Germany selected 38 semiconductor projects from twelve federal states for the IPCEI on Advanced Semiconductor Technologies, committing more than EUR 3 billion as EU coordinator, spanning chip design through production. Compute and infrastructureIndustry, investment and R&D Reported Alpine Eagle scales up counter drone interceptor production near Munich Alpine Eagle is building a 2,000 square metre interceptor plant near Munich, growing headcount from 12 to a planned 100 by year end, and signed three new European customers beyond its German Bundeswehr launch buyer, plus UK and Dutch expansion. Industry, investment and R&DDefence and space Verified UK finalises rules on reporting incidents at critical tech suppliers The Bank of England, PRA and FCA published final rules requiring UK financial firms to report operational incidents and register material third party arrangements, including cloud and tech suppliers, with compliance due by 18 March 2027. Policy and law Verified Leonardo completes EUR 1.7 billion acquisition of Iveco's defence vehicles unit Leonardo closed its EUR 1.7 billion purchase of Iveco Group's defence arm (Iveco Defence Vehicles and ASTRA, EUR 1,368 million in 2025 revenue), consolidating armoured and military vehicle production under the Italian prime. Industry, investment and R&DDefence and space Verified Germany makes Open Document Format binding standard for federal IT Germany's IT Planungsrat declared the Open Document Format and PDF/UA the binding format standards for new Deutschland Stack government IT solutions, sidelining proprietary formats such as Microsoft's in future federal and state systems. Policy and law Verified Germany's cabinet adopts first national data centre strategy Germany's federal cabinet adopted its first national Data Centre Strategy, targeting a doubling of data centre connection capacity and a quadrupling of AI and high performance computing capacity by 2030 across 28 measures, with no funding figure disclosed. Policy and lawCompute and infrastructure Verified UK Chancellor announces GBP 500 million Sovereign AI Fund for British AI firms Chancellor Rachel Reeves announced a GBP 500 million Sovereign AI Fund, a venture vehicle offering capital and compute access to early and growth stage British AI companies, part of a wider GBP 2.5 billion package due to launch in April. Industry, investment and R&DPolicy and law Verified UK commits up to GBP 2 billion to quantum computing under ProQure The UK government announced up to GBP 2 billion for quantum computing, including a GBP 1 billion ProQure procurement programme to buy commercial-scale quantum computers, aiming to deploy them at scale by the early 2030s. Compute and infrastructureIndustry, investment and R&D Verified Isar Aerospace wins launch contract from Astroscale's UK subsidiary German launch firm Isar Aerospace signed a launch services agreement with Astroscale's UK arm to fly its ELSA-M debris-removal spacecraft from Andoya Space in Norway aboard Isar's Spectrum rocket, targeted for 2028; contract value undisclosed. Defence and spaceIndustry, investment and R&D Verified EuroHPC signs EUR 55 million contract for AI supercomputer HammerHAI EuroHPC JU signed a EUR 55 million contract with HPE to deploy the AI-optimised supercomputer HammerHAI at HLRS Stuttgart, split evenly between EU Digital Europe Programme funds and German federal and state funds. Compute and infrastructure Verified EDA signs EUR 15.65 million contract for first European VLEO military satellite The European Defence Agency signed a EUR 15.65 million, 36 month contract with a 17 member consortium led by Spain's Sener to design Europe's first military satellite concept for Very Low Earth Orbit, funded by Spain, France, Luxembourg, Portugal and Slovenia. Defence and spaceIndustry, investment and R&D Verified Elaia closes DeepTech Seed Fund III at EUR 134 million for European startups Elaia Partners closed its third deep tech seed fund at EUR 134 million, roughly double its predecessor, backed by INRIA, Bpifrance, BNP Paribas and others, to back European pre-seed and seed startups in computing, semiconductors, quantum and industry. Industry, investment and R&D Verified Royal Navy contracts Kraken for 20 uncrewed vessels under Project Beehive The Royal Navy contracted UK firm Kraken Technology Group to build 20 K-class uncrewed surface vessels under Project Beehive, reported at GBP 12.3 million, as testbeds for the Coastal Forces Squadron and 47 Commando, delivery due by March 2027. Defence and spaceIndustry, investment and R&D Reported Cyprus completes first operational use of EU's GOVSATCOM satellite hub Cyprus completed its first operational use of the EU's GOVSATCOM Hub, drawing pooled secure satellite capacity from Greece's Hellas Sat under a five-state sharing arrangement, for governmental security communications on the EU's south-eastern border. Defence and space Verified TNO starts building Europe's first 6-inch photonic chip pilot line TNO began construction of a EUR 150 million industrial pilot line at Eindhoven's High Tech Campus for 6-inch indium phosphide photonic chips, part-funded through the European Chips Act, with PhotonDelta and SMART Photonics. Compute and infrastructureIndustry, investment and R&D Verified Nexperia's China unit claims independent 12-inch chip production Nexperia's Chinese subsidiary said it produced small batches of 12-inch wafer discrete chips on a self-developed process, asserting production capability independent of its Dutch parent amid the ongoing Dutch state control dispute. Compute and infrastructure Reported Isembard raises USD 50 million Series A to open UK aerospace and defence factories Isembard raised a USD 50 million (about GBP 37 million) Series A led by Union Square Ventures to build 25 automated factories making precision aerospace and defence parts, with market launches planned in Germany, France and Ukraine. Industry, investment and R&DDefence and space Verified EU proposes Industrial Accelerator Act with Made in Europe procurement rules European Commission proposed the Industrial Accelerator Act, setting Made in EU procurement quotas for steel, aluminium and cement, and screening foreign investment above EUR 100 million where one country holds over 40 percent of global output. Policy and lawIndustry, investment and R&D Verified EU's EIF commits EUR 50 million to Join Capital Fund III for defence deeptech The European Investment Fund committed EUR 50 million to Join Capital Fund III, a Berlin venture vehicle targeting EUR 235 million, under the InvestEU Defence Equity Facility to back early stage European defence, dual use and space deeptech firms. Industry, investment and R&DDefence and space Verified EDA selects Airbus to expand Capa-X drone under M2UAS project The European Defence Agency selected Airbus Helicopters, via its Survey Copter arm, for the EUR 1.1 million M2UAS project to expand its Capa-X drone into surveillance, electronic warfare and aerial effects roles over a 48 month programme. Defence and spaceIndustry, investment and R&D Verified UK awards Leonardo GBP 1 billion contract for 23 AW149 helicopters The UK Ministry of Defence awarded Leonardo UK a GBP 1 billion contract for 23 AW149 helicopters under the New Medium Helicopter programme, replacing the retired Puma fleet and moving AW149 export production to Leonardo's Yeovil site. Defence and spaceIndustry, investment and R&D Verified Telefonica launches EURO-3C sovereign edge and cloud network Telefonica launched EURO-3C, a EUR 75 million Horizon Europe project building a federated sovereign edge and cloud network of over 70 nodes across more than 13 European countries with 70-plus partners. Compute and infrastructureIndustry, investment and R&D Verified Austria funds GATE Space to build its first military satellite Austria's government confirmed roughly EUR 0.75 million in funding, via Austria Wirtschaftsservice, for startup GATE Space to build BEACONSAT, Austria's first military satellite, meant to detect GPS and Galileo jamming and spoofing, launch due February 2027. Defence and spaceIndustry, investment and R&D Verified Amazon raises Spain data centre investment to EUR 33.7 billion Amazon raised its planned investment in Spanish data centres to EUR 33.7 billion, adding EUR 18 billion to a 2024 pledge for the AWS Aragon region and citing 29,900 supported jobs. Compute and infrastructureIndustry, investment and R&D Verified Ireland funds EUR 1.8 million AI system to detect vessels hiding at sea Research Ireland awarded Trinity College Dublin's Sea Scan team over EUR 1.8 million in the Defence Innovation Challenge to build an AI system that detects vessels with transponders switched off, to help protect subsea cables. Industry, investment and R&DDefence and space Verified Ireland launches first National Maritime Security Strategy for undersea cables Defence Minister Helen McEntee launched Ireland's first National Maritime Security Strategy 2026-2030, a five year plan naming protection of undersea cables and interconnectors with France and the UK across its 420,000 square kilometre exclusive economic zone. Policy and lawDefence and space Reported Germany approves EUR 540 million drone contracts for Helsing and Stark Defence Germany's Bundestag budget committee approved an initial EUR 540 million framework (EUR 269 million each) for Helsing's HX-2 and Stark Defence's Virtus loitering munitions, capped at EUR 1 billion per firm, to equip the 45th Brigade in Lithuania. Defence and space Reported ArianeGroup completes Greta engine tests, signs new ESA contract ArianeGroup finished hot-fire testing of its Greta engine (hydrogen peroxide/ethanol, for Ariane 6's Astris kick stage and landers) at Trauen, Germany, and on 6 February 2026 signed a new ESA Future Launchers Preparatory Programme contract for a flight-engine demonstrator by 2027. Defence and spaceIndustry, investment and R&D Verified Frankenburg Technologies raises EUR 30 million to mass-produce interceptor missiles Estonian defence start-up Frankenburg Technologies closed a EUR 30 million Series A, led by Plural with Estonia's state-backed SmartCap, to build mass-production sites for its Mark I interceptor missile in the UK and Germany. Defence and spaceIndustry, investment and R&D Verified Axelera AI raises over USD 250 million to build European AI chips Eindhoven based Axelera AI raised over USD 250 million, led by Innovation Industries with BlackRock, Samsung Catalyst Fund and EU public investors joining, to scale its edge AI inference chips against Nvidia on power efficiency. Industry, investment and R&DCompute and infrastructure Verified Five European telcos demo pan-European federated Edge Continuum at MWC26 Deutsche Telekom, Orange, Telefonica, TIM and Vodafone federated their edge cloud environments into what they call Europe's first pan European Edge Continuum, built on the EU funded IPCEI CIS platform and running in lab and pre production environments. Compute and infrastructure Verified EU aviation cybersecurity rule Part-IS becomes binding across airlines Commission Implementing Regulation (EU) 2023/203, EASA's Part-IS, became applicable across the EU to airlines, maintenance organisations, training bodies and air navigation providers, requiring a formal information security management system for aviation safety risks. Policy and law Verified Rheinmetall wins Bundeswehr order for 274 CT-025 turrets on Luchs 2 vehicle Rheinmetall confirmed an order, signed in early February 2026 by GDELS for the Bundeswehr's Luchs 2 vehicle, worth a mid three-digit million-euro sum, covering 274 CT-025 unmanned turrets, Oerlikon KBA 25mm cannon and simulators, delivered by 2031. Defence and space Verified MARA nears 64% takeover of EDF's sovereign cloud unit Exaion MARA France, backed by Nasdaq listed MARA Holdings, said all conditions precedent were met for it to hold 64% of Exaion, EDF Pulse Ventures' sovereign cloud and AI compute unit; EDF stays a minority shareholder and client; closing due within days, terms undisclosed. Industry, investment and R&DCompute and infrastructure Verified AQT and Scaleway agree to put Austrian quantum computer on sovereign cloud Austrian firm AQT and French cloud provider Scaleway agreed to make AQT's 12-qubit IBEX Q1 trapped ion computer, based in Innsbruck, remotely accessible through Scaleway's sovereign cloud on scheduled weekly windows; commercial terms undisclosed. Compute and infrastructure Verified Sateliot and PLD Space sign first commercial MIURA 5 launch contract for two satellites Spanish operator Sateliot signed a commercial contract with PLD Space for a dedicated MIURA 5 launch of two Trito satellites (about 160 kg each) in 2027: the first fully Spanish private space mission spanning manufacture, launch, operations and sale. Value undisclosed. Defence and spaceIndustry, investment and R&D Verified EU Council adds EUR 74 billion in SAFE loans, Poland's share EUR 44 billion Council of the EU formally adopted a second batch of SAFE loans, EUR 74 billion, for Estonia, Greece, Italy, Latvia, Lithuania, Poland, Slovakia and Finland. Poland's share: EUR 44 billion; Italy: EUR 14.9 billion; Greece: EUR 787.7 million. Defence and spacePolicy and law Reported Rheinmetall's Seasnake naval gun wins first NATO order: Sweden buys EUR 63 million Rheinmetall will supply Sweden's navy with eight Seasnake 30 remote naval guns for Combat Boat 90 craft under a framework deal worth about EUR 63 million, with an option for 29 more systems. First delivery due February 2028; Sweden is the first NATO buyer. Defence and space Verified Pasqal delivers Italy's first neutral atom quantum computer to CINECA French firm Pasqal delivered a 140 plus qubit neutral atom quantum computer to CINECA at the Bologna Technopole, co-funded by Italy's Ministry of University and Research and EuroHPC, for integration with the Leonardo supercomputer. Compute and infrastructure Verified Mistral AI agrees to acquire Paris cloud platform Koyeb, its first acquisition Mistral AI agreed to acquire Paris based cloud platform Koyeb, its first ever acquisition, to build in house serverless deployment and inference infrastructure for Mistral Compute. Terms undisclosed; completion subject to closing conditions. Compute and infrastructureIndustry, investment and R&D Verified Ireland launches I-C3 national semiconductor competence centre Ireland launched I-C3, its national semiconductor competence centre, coordinated by Tyndall National Institute with UCD, MCCI and MIDAS Ireland, co-funded by Enterprise Ireland and the EU Chips Joint Undertaking; funding amount undisclosed. Compute and infrastructureIndustry, investment and R&D Verified EUSPA signs Thales Alenia Space to build central platform for EU GNSS The EU Agency for the Space Programme signed a framework contract with Thales Alenia Space to build the EGNSS Service Demonstrator, a centralised platform for testing and rolling out Galileo and EGNOS satellite navigation services. Industry, investment and R&DDefence and space Verified European Parliament disables built-in AI features on lawmakers' devices The European Parliament's IT department disabled built in AI assistant features, including tools from Microsoft, OpenAI and Anthropic, on MEPs' and staff's corporate tablets and phones, saying it could not guarantee the security of data sent to the vendors' servers. Policy and law Reported Canada joins EU SAFE defence fund as first non-European participant The EU and Canada signed a SAFE participation agreement at the Munich Security Conference, letting Canadian content make up to 80 percent of any SAFE funded defence procurement against an initial EUR 10 million Canadian contribution, Canada being the first non-European participant. Policy and lawDefence and space Verified Onodrim Industries raises EUR 40 million seed for European defence tech Amsterdam based Onodrim Industries raised EUR 40 million in seed funding, led by Founders Fund, Lakestar and General Catalyst, to build defence manufacturing, sensing and networked systems for European border protection. Industry, investment and R&DDefence and space Verified Germany's BSI and Schwarz Digits agree sovereign cloud cooperation Germany's federal cyber agency BSI and Schwarz Digits agreed a strategic cooperation to jointly develop sovereign cloud solutions for federal and state administration, including a zero trust architecture built on open source technology. Compute and infrastructurePolicy and law Verified Quantum Systems secures EUR 150 million financing from European banks German drone maker Quantum Systems secured EUR 150 million in long-term debt financing from the European Investment Bank (EUR 70 million), Commerzbank, Deutsche Bank and KfW, to fund industrial scaling in Europe, months after acquiring Fernride. Defence and spaceIndustry, investment and R&D Verified EuroHPC and Germany switch on 54-qubit Euro-Q-Exa quantum computer at LRZ Garching EuroHPC JU and Germany started operation of Euro-Q-Exa, a 54-qubit IQM quantum computer at LRZ Garching, funded with EUR 10 million from EuroHPC JU and EUR 15 million from the German federal and Bavarian state governments. Compute and infrastructure Verified First four-booster Ariane 64 launches 32 Amazon Leo satellites from Kourou Arianespace flew the four-booster Ariane 64 for the first time (mission VA267/LE-01), lifting 32 Amazon Leo satellites to about 465 km. The variant carries some 20 tonnes, twice the two-booster Ariane 62, the first of 18 Ariane 6 launches booked for Amazon's constellation. Defence and space Verified EU Council clears EUR 38 billion in first SAFE defence loans for eight states Council of the EU cleared EUR 38 billion in SAFE loans for Belgium, Bulgaria, Denmark, Spain, Croatia, Cyprus, Portugal and Romania; loans require at least 65% EU/EEA-EFTA/Ukraine content in purchased equipment. Bulgaria's share: EUR 490 million. Defence and spacePolicy and law Reported Orbex enters administration, ending UK's Prime small-launch rocket programme UK rocket developer Orbex filed a notice of intention to appoint administrators on 11 February 2026, after Series D fundraising and takeover talks failed, halting development of its Prime small-launch vehicle and cutting around 150 jobs. Defence and space Reported Mistral AI to invest EUR 1.2 billion in EcoDataCenter's Sweden AI data centre Mistral AI agreed to invest EUR 1.2 billion in an AI focused data centre at EcoDataCenter's Borlange site, its first outside France, for 23 megawatts of Nvidia Vera Rubin compute; expected operational by 2027. Compute and infrastructureIndustry, investment and R&D Verified German cabinet approves law naming Bundesnetzagentur as AI Act regulator Germany's federal cabinet approved the draft KI-MIG law implementing the EU AI Act domestically, naming the Bundesnetzagentur as market surveillance authority, coordination point and EU contact point, ahead of the August 2026 compliance deadline. Policy and law Reported SatService (Calian) awarded Bundeswehr Q/V-band satellite ground station contract SatService GmbH, the German satcom engineering arm of Canada-listed Calian Group, was awarded a contract by Germany's Federal Ministry of Defence, via Bundeswehr University Munich, to build a 4 metre Q/V-band ground station for GEO SATCOM training. Value undisclosed. Defence and space Verified Slovenia launches SLAIF, its EUR 135 million EuroHPC AI Factory project Slovenia formally launched SLAIF, its EuroHPC AI Factory, with Prime Minister Golob attending; the EUR 135 million project, co-financed with the EU, will replace the Vega supercomputer with a new AI system by 2027 and open access to industry. Compute and infrastructureIndustry, investment and R&D Reported Germany discloses EUR 481.1 million paid to Microsoft for licences in 2025 Answering a written question from Green MP Rebecca Lenhard, the German government confirmed the federal administration paid Microsoft EUR 481.1 million for licences in 2025, up from EUR 347.4 million in 2024 and EUR 274.1 million in 2023. Policy and law Reported France opens tender to move Health Data Hub off Microsoft Azure France's health, digital and civil service ministries opened a UGAP Public Cloud tender for a SecNumCloud qualified host to replace Microsoft Azure for the Health Data Hub, with award due by end of March 2026 and full migration targeted for end of 2026. Policy and lawCompute and infrastructure Reported Commission and imec open NanoIC, EU Chips Act's largest pilot line, in Leuven The Commission and imec opened NanoIC, the Chips Act's largest pilot line, in Leuven: EUR 2.5 billion total, EUR 700 million EU funds, EUR 700 million from national governments and EUR 1.1 billion from ASML and industry. Compute and infrastructureIndustry, investment and R&D Verified EIC selects 40 Transition projects to move EU research toward market The European Innovation Council selected 40 Transition projects, from 611 applications, for grants of up to EUR 2.5 million each, helping EU funded Pathfinder and ERC research reach market readiness across 17 countries. Industry, investment and R&D Verified Swiss chip startup Chiral raises USD 12 million for post-silicon manufacturing ETH Zurich and Empa spinoff Chiral raised USD 12 million in seed funding led by Crane Venture Partners, with Quantonation, HCVC and Founderful, to scale its robotic system for integrating nanomaterials into silicon wafers. Industry, investment and R&DCompute and infrastructure Verified French PM circular directs state bodies to prioritise sovereign digital solutions Prime Minister Sebastien Lecornu signed circular n°6519/SG telling state bodies to favour pooled internal tools, then French, then European private solutions before non-European ones, and to weigh sovereignty and security in digital purchases. Policy and law Verified Commission allocates EUR 347 million for European submarine cable security The Commission allocated EUR 347 million under the Connecting Europe Facility for submarine cable security: EUR 60 million for repair equipment, EUR 20 million for monitoring tools and EUR 267 million reserved for 13 priority cable projects. Compute and infrastructureDefence and space Verified Mundi Ventures' Kembara fund reaches EUR 750 million first close Mundi Ventures announced a EUR 750 million first close for its Kembara deep tech and climate fund, targeting EUR 1 billion, to back European Series B and C companies in robotics, clean energy, space and dual use technology. Industry, investment and R&D Verified Deutsche Telekom opens Germany's first industrial AI factory in Munich Deutsche Telekom put Germany's first industrial AI factory into operation in Munich, built in six months with Nvidia and Polarise, offering up to 0.5 exaflops on roughly 10,000 Blackwell GPUs; customers Agile Robots and PhysicsX already live. Compute and infrastructure Verified Poland signs PLN 15 billion contract for anti-drone wall with Kongsberg and PGZ Poland's Ministry of National Defence signed a roughly PLN 15 billion net contract for the System SAN anti-drone wall: 18 battery modules and about 700 vehicles from Polska Grupa Zbrojeniowa and Norway's Kongsberg, largely financed through the EU's SAFE instrument. Defence and spaceIndustry, investment and R&D Verified EIB Group's security and defence financing quadruples to over EUR 4 billion The EIB Group said its security and defence investments quadrupled to more than EUR 4 billion in 2025, close to 5% of its EU financing, within a record EUR 100 billion in total annual commitments, and it aims to hold that share in 2026. Industry, investment and R&DDefence and space Verified UK launches GBP 20 million fund to help SMEs win MoD contracts The UK Ministry of Defence launched a GBP 20 million fund, run via UK Defence Innovation, giving small UK owned firms with little prior defence work accelerated access to MOD contracts in areas including AI, robotics and precision weapons. Industry, investment and R&DDefence and space Verified Dutch privacy regulator warns minister on digital sovereignty risk The Autoriteit Persoonsgegevens sent a letter dated 28 January 2026 to the economic affairs minister warning that reliance on non-European cloud providers threatens continuity of vital processes like benefit payments. Policy and law Reported EU Commission approves second SAFE defence loan wave for eight states, EUR 74 billion The European Commission approved a second wave of SAFE loans for Estonia, Greece, Italy, Latvia, Lithuania, Poland, Slovakia and Finland, worth up to EUR 74 billion, opening the way for first disbursements once loan agreements are signed. Defence and spacePolicy and law Verified SPD proposes digital tax on US platforms to fund German media The SPD presidium, led by finance minister Lars Klingbeil, resolved on 26 January 2026 to push for a digital tax on high-reach online platforms and a local investment duty on streaming services, to fund German journalism. Policy and law Reported France to replace Teams and Zoom with sovereign tool Visio by 2027 Minister David Amiel announced on 26 January 2026 that state services will generalise the sovereign videoconferencing tool Visio, already used by 40,000 agents and rolling out to 200,000, replacing Teams and Zoom by 2027. Policy and lawCompute and infrastructure Verified France launches Observatoire de la souverainete numerique High Commissioner Clement Beaune and digital minister Anne Le Henanff launched an Observatoire de la souverainete numerique on 26 January 2026 to map France's critical digital dependencies, with first findings due spring 2026. Policy and law Verified Finland to build maritime centre to monitor undersea cable threats Finland's Border Guard said it will build a maritime surveillance centre, using seabed sensors and AI traffic analysis, with other Baltic states and the European Commission, to catch ships that damage undersea cables, and will seek EU funding for it. Compute and infrastructureDefence and space Reported EuroHPC signs EUR 129 million contract to add AI power to MareNostrum 5 EuroHPC JU signed a EUR 129 million procurement contract with a consortium led by Fsas Technologies and Telefonica to add GPUs, AI accelerators, faster interconnects and storage to MareNostrum 5 in Barcelona, half funded through the Digital Europe Programme. Compute and infrastructure Verified Czechoslovak Group raises EUR 3.8 billion in Euronext Amsterdam listing Czech defence manufacturer Czechoslovak Group began trading on Euronext Amsterdam, raising EUR 3.8 billion, 15.2% of its share capital, at a EUR 25 billion valuation, in what Euronext described as the largest defence sector listing to date. Industry, investment and R&DDefence and space Verified UK signs GBP 453.5 million contract with BAE and Leonardo for Typhoon ECRS Mk2 radar The UK Ministry of Defence signed a GBP 453.5 million production contract with BAE Systems, Leonardo UK and Parker Meggitt to build the ECRS Mk2 AESA radar for RAF Typhoons, sustaining about 1,300 jobs, part of a package MoD billed as half a billion pounds with a second Typhoon contract. Defence and spaceIndustry, investment and R&D Verified European Parliament adopts resolution to cut dependence on US tech giants MEPs adopted a non-binding resolution on European technological sovereignty by 471 votes to 68, with 71 abstentions, citing over 80 percent reliance on non-EU digital products and calling for a Cloud and AI Development Act. Policy and law Verified Fortum and DayOne agree to develop up to 560 MW data centre in Finland Fortum signed a site development agreement with data centre operator DayOne to support zoning and grid connection for a phased development of up to 560 megawatts in Nurmijarvi, Finland, a project also requiring a Finnish defence ministry permit. Compute and infrastructure Reported Commission proposes Digital Networks Act to replace EU telecoms rulebook On 21 January 2026 the Commission proposed the Digital Networks Act, replacing the European Electronic Communications Code and other telecoms rules to cut fragmentation and limit dependency on non-European network suppliers. Policy and lawCompute and infrastructure Verified CNES picks Loft Orbital to lead France's sovereign radar demo satellite CNES, on behalf of France's DGA, selected Loft Orbital as prime contractor for DESIR, a sovereign radar imaging demonstrator, with Thales Alenia Space building the payload and TEKEVER France the antenna; entry into service is targeted for 2029. No value was disclosed. Defence and spaceIndustry, investment and R&D Verified EU launches EUR 50 million Photonics for Quantum chip pilot line The Photonics for Quantum pilot line launched with EUR 50 million, split evenly between EU Chips Joint Undertaking funding and national co-funding from 12 countries, to scale 29 partners' capacity to manufacture quantum photonic chips. Compute and infrastructureIndustry, investment and R&D Verified EuroHPC JU mandate expanded to cover AI gigafactories and quantum tech A regulation amendment published 20 January 2026 widens EuroHPC JU's mandate to fund AI Gigafactories and a new quantum technologies pillar, building on 12 supercomputers procured and 19 AI Factories already operating. Policy and lawCompute and infrastructure Verified Commission proposes Cybersecurity Act revision with 5G high-risk supplier phase-out The Commission proposed a Cybersecurity Act revision and NIS2 amendment on 20 January 2026, requiring high-risk suppliers to be phased out of 5G networks within three years and raising ENISA's budget by more than 75%. Policy and law Verified UK awards QinetiQ led consortium GBP 205 million Typhoon engineering support contract The UK Ministry of Defence awarded a five year, GBP 205 million Engineering Delivery Partnership contract led by QinetiQ's Aurora consortium to sustain RAF Typhoon engineering support, underpinning about 250 jobs at sites including Farnborough and Boscombe Down. Defence and spaceIndustry, investment and R&D Verified Eutelsat signs multi-launch deal with ArianeGroup's new MaiaSpace Eutelsat signed a multi-launch agreement with MaiaSpace, ArianeGroup's reusable micro launcher venture, to deploy and replenish its LEO constellation from 2027, adding a European launch option. No launch count or value was disclosed. Defence and spaceIndustry, investment and R&D Verified EU Commission approves first wave of SAFE defence loans for eight states, EUR 38 billion The European Commission proposed to the Council that Belgium, Bulgaria, Denmark, Spain, Croatia, Cyprus, Portugal and Romania receive a combined EUR 38 billion in SAFE loans, the first wave of the EU's EUR 150 billion defence borrowing instrument, to fund joint procurement. Defence and spacePolicy and law Verified EIB lends EUR 25 million to Optics11 for undersea cable sensors The European Investment Bank signed a EUR 25 million venture debt loan with Dutch firm Optics11, backed by the EU's InvestEU programme, to expand fibre-optic sensors that detect damage to undersea cables and high-voltage grids. Compute and infrastructureDefence and space Verified EIB backs Europe's first gallium production line with EUR 90 million The European Investment Bank approved EUR 90 million in financing to METLEN for what it called Europe's first EIB-backed gallium production line, at its Agios Nikolaos site in Greece, aimed at reducing EU reliance on imported gallium for chips. Compute and infrastructureIndustry, investment and R&D Verified AWS launches AWS European Sovereign Cloud, an EU-only region run from Germany AWS launched the AWS European Sovereign Cloud, a legally separate EU region in Brandenburg run exclusively by EU residents, backed by over EUR 7.8 billion of planned German investment and new Local Zones in Belgium, the Netherlands and Portugal. Compute and infrastructureIndustry, investment and R&D Verified UK Ministry of Defence expands cloud deal with US firm Oracle The UK Ministry of Defence expanded its collaboration with Oracle, agreeing to use Oracle Cloud Infrastructure for defence workloads. Neither party disclosed a contract value or duration, and no distinct sovereign cloud or data residency terms were announced. Defence and spaceCompute and infrastructure Reported Thales Alenia Space to supply 179 electronic units for 27 Ariane 6 launchers Thales Alenia Space Belgium won an order to build 179 electronic units for the thrust vector actuation systems of 27 Ariane 6 launchers, supplied as a subcontract to Belgium's SABCA, sustaining its role in Europe's launcher supply chain. Defence and spaceIndustry, investment and R&D Verified Romania signs over EUR 375 million in PNRR contracts for chip project Romania's investment and economy ministries said the country signed 23 PNRR financing contracts worth over EUR 375 million with more than 10 entities, backing the IPCEI on low power processors and semiconductor chips, above the plan's EUR 360 million threshold. Industry, investment and R&D Verified Dutch quantum firm Q*Bird wins EUR 7.5 million EIC Accelerator finance Delft based Q*Bird said it secured EUR 7.5 million in blended finance from the EIC Accelerator, split between a EUR 2.5 million grant and EUR 5 million equity, to scale its MDI QKD hardware under the NEXUS quantum secure networking project. Industry, investment and R&DCompute and infrastructure Verified ICEYE signs multi-year sovereign SAR satellite deal with Sweden's FMV Finland's ICEYE signed a multi-year contract with Sweden's FMV, on behalf of the Swedish Armed Forces, to supply SAR satellites, data, software and ground systems for an intelligence system Sweden will own and operate. No contract value was disclosed. Defence and space Verified Eutelsat orders 340 more OneWeb satellites from Airbus in Toulouse Eutelsat awarded Airbus Defence and Space a contract for 340 more OneWeb LEO satellites, built on a new Toulouse production line, taking the replacement order to 440 satellites since December 2024. Airbus called it a further step for European sovereignty. No price was disclosed. Defence and spaceIndustry, investment and R&D Verified Portugal adopts National AI Agenda, pledges over EUR 400 million to 2030 Portugal's Council of Ministers approved Resolution 2/2026, adopting the National AI Agenda and its 2026 to 2030 action plan, which AICEP said is projected to channel over EUR 400 million, mostly EU funds, into AI by 2030. The headline figure of "EUR 400,000" circulating in some outlets is an error. Industry, investment and R&DPolicy and law Reported OVHcloud posts 6% Q1 revenue growth, presses EU for joint AI plan OVHcloud reported EUR 275.3 million in Q1 FY2026 revenue, up 6.0% organically, and confirmed its annual guidance. CEO Octave Klaba told Reuters the same day that OVHcloud is pushing Brussels toward a pan-European rather than country-by-country approach to AI infrastructure. Industry, investment and R&DCompute and infrastructure Verified France's defence ministry notifies framework deal with Mistral AI France's Ministry of Armed Forces notified a multiannual framework agreement giving all armed forces, plus CEA, ONERA and SHOM, access to Mistral AI's generative models, hosted on French infrastructure and managed by the AMIAD defence AI agency. No value was disclosed. Defence and spaceIndustry, investment and R&D Reported Germany opens BSI portal for NIS2 registration of 29,500 entities BSI opened its new registration portal on 6 January 2026 for roughly 29,500 companies and federal bodies newly obliged under Germany's NIS2 transposition law to register as regulated entities. Policy and law Verified