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Hello, among all the US company analysis I read here there is not much talk about how other countries can find their place in areas like cloud, AI and network. This week I read some information that might be interesting for everyone to see and prove to be usefull for your investment strategies.
If we talk about cloud then amazon, microsoft and google will be first mentions, but EU has been introducing policies that ban US tech in some sectors and are treated as risk. European defense ministries are turning to OVHcloud instead of Amazon, Microsoft, or Google for sensitive military systems. Thats from article from this month. How can EU achieve the sovereignity they are aiming for was my question, and since I look at japanese companies for past few months, I do know about existence of fujitsu monaka, rapidus, nec, ntt and some other ones- we do see that japan aiming towards their own sovereignity and US independence we see japan compared to EU has a bit more solutions to offer. If EU wants less USA exposure i kept asking why not go to japan? and after asking it for many times xD I finaly found some answers:
in february 2026 japans METI cosigned joint statement on economic cooperation with finland and sweden. This qualifies japanese technology as strategic bilateral cooperation bypassing the EU non EEA exlusion rules for defense and sovereign procurement.
estabilishes SAFE program eligibility for Japanese companies via agreement 35% nonEEA limit applies.
that delegation included around 80 registered companies, where technology leaders met EU counterparts. Confirmed pairing would be for example in cloud
Fujitsu EU partner - Scalewa, OVHcloud
so if doubting OVHcloud is easy then in combination with fujitsu the EU sovereignity does seem like reasonable goal.
on 1st april fujitsu Digital sovereignity advisory launched for eu enterprises
Kasashima sovereign AI server manufacuring confirmed for europe on 8th april
# now today METI approves 631.5Byen for Rapidus and names Fujitsu as anchor customer - derisking monaka program 11 april
NEDO specificaly backs Fujitsu + IBM japan semiconductor design
**I will highlight this -**
> **The Scaleway MoU (November 2025) and OVHcloud defense unit (April 9, 2026) are the two EU deployment endpoints for Fujitsu's physical server output.**
So people who are invested in cloud do you think Fujitsu is good ivnestment now? it is in a relative "dip" right now with good entry point. i myself bought yesterday small amount limited by the budget i own and hold 30 shares.
here are some other partnerships :
toshiba,NTT - sshcommunications, xiphera
synspective,axelspace -ICEYE
Mitsubishi electric- SAAB, Hensoldt
NEC- Indra, Leonardo, Nokia
if there are partnerships you find interesting would be interesting to see your arguments. what do you think about investing into sovereign solutions? are there partnerships betweenEU and japan you find more interesting? I think aftrer fujitsu NEC is one worth looking at 100%