2026년 2월 12일 · Unknown · financial · 출처 Yahoo Finance
This article first appeared on GuruFocus.
Microsoft (NASDAQ:MSFT) shares edged up about 1% percent on early Wednesday after the software maker expanded its sovereign cloud partnership with French IT services group Capgemini (CGEMY).
The companies plan to strengthen Microsoft's managed sovereign cloud offerings. A sovereign cloud keeps data within national or regional borders. It is designed for regulated sectors such as government, healthcare and financial services.
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Under the collaboration, Capgemini will help enhance architecture and governance features. The partners will integrate artificial intelligence tools to support compliance, risk controls and data protection in sensitive environments. They also aim to develop ready-made resilience frameworks to help clients respond to cyberattacks and geopolitical disruptions.
The agreement builds on a partnership spanning more than 20 years. In 2024, Capgemini and Orange (ORANY) launched Bleu, a cloud platform for French public-sector and essential service operators using Microsoft technology.
The move comes as major cloud providers expand sovereign cloud services in Europe amid rising data security and regulatory concerns. Amazon (NASDAQ:AMZN) recently introduced a sovereign cloud initiative in Germany, underscoring growing competition in the market.
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