原文標題： SAP to invest over 20 billion euros in ‘sovereign cloud’ in boost to Europe ’s AI ambitions 原文連結：https://tinyurl.com/cwud7h62 發布時間：Published Tue, Sep 2 2025 7:50 AM EDT 記者署名：Ryan Browne 原文內容： 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. 德國軟體巨頭 SAP 週二宣布，未來十年將在歐洲投資超過 200 億歐元（約 233 億美元 ），以發展其主權雲（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. 該公司表示，將擴展其主權雲服務，納入「基礎設施即服務」（IaaS）平台，使企業能夠 透過其數據中心網路存取各種運算服務。IaaS 市場目前主要由 Microsoft 和 Amazon 主 導。 It will also roll out a new on-site option that allows customers to use SAP- operated infrastructure within their own data centers. SAP 還將推出一種新的「本地部署選項」，允許客戶在自身數據中心內使用由 SAP 運營 的基礎設施。 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. 此項計劃的目標是確保客戶數據儲存在歐盟境內，以遵守《一般資料保護規範》（GDPR） 等地區性數據保護規定。 “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 董事會成員、負責客戶服務與交付的 Thomas Saueressig 在週二的線上記者會上表 示：「創新與主權不能是兩件分開的事情——它們必須結合在一起。」 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.” 他補充說，對歐洲企業而言，能夠在「完全主權的框架下」存取最新的技術進展（如人工 智慧）至關重要。 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. 由於地緣政治摩擦迫使企業評估對外國技術的依賴，「技術主權」在過去一年左右成為愈 來愈受關注的議題。 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 . 全球各國正日益希望將訓練與運行強大 AI 系統所需的運算基礎設施「在地化」。這促使 像 Amazon 和 Microsoft 這樣的全球科技巨頭宣布新的主權雲計劃，以確保歐洲用戶的 數據能存放於歐盟境內。 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. 歐盟的行政機構 —— 歐洲委員會，已將人工智慧列為最高優先事項，目標是加強與美國 及中國的競爭。在科技發展方面，歐洲長期落後於這兩個國家。 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，歐盟委員會公布計劃，將投資 200 億歐元建立新的所謂「AI 超級工廠」（AI gigafactories），這些設施將配備大量超級電腦，用於開發下一代 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 「緊密參與」這些 AI 超級工廠的建設，但不會成為該計劃的主 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. 他補充說，SAP 在歐洲主權雲能力上的超過 200 億歐元投資，不會改變公司明年的資本 支出，因為這已經納入其財務規劃。 心得/評論： 歐洲只能依賴美國的產品主要有： AI 訓練 GPU 晶片（NVIDIA、AMD） 全球主流雲平台（AWS、Azure、Google Cloud） AI 模型與框架（OpenAI、Anthropic、PyTorch、TensorFlow、CUDA） 歐洲雖有 SAP、OVHcloud、Mistral、Aleph Alpha 等努力， 但在算力與軟體生態上仍被美國全面壟斷。 --

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