- "need" to operate in China
- The Chinese government requires majority state ownership of enterprises
I don't think the conditions are the same in Europe, especially given the historical precedents of Safe Harbor/Privacy Shield/etc.
Wouldn't count that as the route China did. China forces all companies to have local ownership. It has nothing to do with the data. At least it wasn't the intent.
They have actual local clouds that are popular from Alibaba, Tencent, JD and many other big names.
Basically some European company licenses the “AWS” stack and follows instructions to build and operate the data center.
Works in China, and even more so with the various government regions.
Europe is basically building the Great Firewall slowly and through committee, they’ll end up in the same spot.