原文标题： SAP to invest over 20 billion euros in ‘sovereign cloud’ in boost to Europe ’s AI ambitions 原文连结：https://tinyurl.com/cwud7h62 发布时间：Published Tue, Sep 2 2025 7:50 AM EDT 记者署名：Ryan Browne 原文内容： German software giant SAP on Tuesday announced it will invest over 20 billion euros ($23.3 billion) into its sovereign cloud capabilities in Europe over the next 10 years. 德国软体巨头 SAP 周二宣布，未来十年将在欧洲投资超过 200 亿欧元（约 233 亿美元 ），以发展其主权云（sovereign cloud）能力。 The company said it was expanding its sovereign cloud offerings to include an infrastructure-as-a-service (IaaS) platform enabling companies to access various computing services via its data center network. IaaS is a market dominated by players like Microsoft and Amazon. 该公司表示，将扩展其主权云服务，纳入「基础设施即服务」（IaaS）平台，使企业能够 透过其数据中心网路存取各种运算服务。IaaS 市场目前主要由 Microsoft 和 Amazon 主 导。 It will also roll out a new on-site option that allows customers to use SAP- operated infrastructure within their own data centers. SAP 还将推出一种新的「本地部署选项」，允许客户在自身数据中心内使用由 SAP 运营 的基础设施。 The aim of the initiative is to ensure that customer data is stored within the European Union to maintain compliance with regional data protection regulations such as the General Data Protection Regulation, or GDPR. 此项计划的目标是确保客户数据储存在欧盟境内，以遵守《一般资料保护规范》（GDPR） 等地区性数据保护规定。 “Innovation and sovereignty cannot be two separate things — it needs to come together,” Thomas Saueressig, SAP’s board member tasked with leading customer services and delivery, said during a virtual press conference Tuesday . SAP 董事会成员、负责客户服务与交付的 Thomas Saueressig 在周二的线上记者会上表 示：「创新与主权不能是两件分开的事情——它们必须结合在一起。」 He added that it was important for European companies to be able to access the latest technological advancements such as artificial intelligence “in a full sovereign context.” 他补充说，对欧洲企业而言，能够在「完全主权的框架下」存取最新的技术进展（如人工 智慧）至关重要。 Technological sovereignty is a topic that has been gaining momentum in the last year or so as geopolitical frictions have forced companies to assess their reliance on foreign technologies. 由於地缘政治摩擦迫使企业评估对外国技术的依赖，「技术主权」在过去一年左右成为愈 来愈受关注的议题。 Countries around the world are increasingly looking to on-shore computing infrastructure needed to train and run powerful AI systems. That has led to major global tech players like Amazon and Microsoft to announce new sovereign cloud initiatives to ensure the data of European users is stored within the EU . 全球各国正日益希望将训练与运行强大 AI 系统所需的运算基础设施「在地化」。这促使 像 Amazon 和 Microsoft 这样的全球科技巨头宣布新的主权云计划，以确保欧洲用户的 数据能存放於欧盟境内。 The European Commission, which is the executive body of the EU, has made AI a top priority for the bloc as it looks to ramp up competition with the U.S. and China. Europe has long lagged behind both countries when it comes to technologically more broadly. 欧盟的行政机构 —— 欧洲委员会，已将人工智慧列为最高优先事项，目标是加强与美国 及中国的竞争。在科技发展方面，欧洲长期落後於这两个国家。 Earlier this year, the Commission unveiled plans to invest 20 billion euros in the creation of new so-called “AI gigafactories,” facilities equipped with vast supercomputers to develop next-generation AI models. 今年稍早，欧盟委员会公布计划，将投资 200 亿欧元建立新的所谓「AI 超级工厂」（AI gigafactories），这些设施将配备大量超级电脑，用於开发下一代 AI 模型。 Saueressig said that SAP is “closely” involved in the creation of the new AI gigafactories but would not be the lead partner for the initiative. Saueressig 表示，SAP 「紧密参与」这些 AI 超级工厂的建设，但不会成为该计划的主 要合作夥伴。 He added that the company’s more than 20-billion-euro investment in Europe’s sovereign cloud capabilities will not alter the company’s capital expenditure for the next year and has already been baked into its financial plans. 他补充说，SAP 在欧洲主权云能力上的超过 200 亿欧元投资，不会改变公司明年的资本 支出，因为这已经纳入其财务规划。 心得/评论： 欧洲只能依赖美国的产品主要有： AI 训练 GPU 晶片（NVIDIA、AMD） 全球主流云平台（AWS、Azure、Google Cloud） AI 模型与框架（OpenAI、Anthropic、PyTorch、TensorFlow、CUDA） 欧洲虽有 SAP、OVHcloud、Mistral、Aleph Alpha 等努力， 但在算力与软体生态上仍被美国全面垄断。 --

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