Allied Intelligence — 2026-04-17

Chatham House Finds 16 of 28 European States at High Risk to US Cloud Kill Switch, Including Germany, Poland, UK

Chatham House researcher Katja Bego called European defense reliance on US hyperscaler cloud services an existential national security risk in a new report that found 16 of 28 European countries studied are at high risk to a potential US kill switch, including Germany, Poland, and the United Kingdom, based on defense-ministry, national-media, and EU/UK procurement data showing Microsoft, Google, Amazon, and Oracle as the dominant defense-cloud providers. The Netherlands is building its own defense cloud with KPN and Thales, and Luxembourg-based Suse, Italy's Cubbit and Elemento, and Bulgaria's StorPool launched a sovereign disaster-recovery stack at the Berlin European Data Summit. The report warns even "sovereign" US-firm offerings fall under the CLOUD Act.

Analysis
Chatham House's public-procurement analysis, corroborated across Euronews and Manila Times, operationalizes what European defense ministries have avoided stating publicly: core military-cloud workloads sit on infrastructure US executive action could silence, and the CLOUD Act nullifies the sovereign-regional options US hyperscalers market as a workaround. The Dutch KPN-Thales defense cloud and the Suse-Cubbit-Elemento-StorPool disaster-recovery stack are the first live native alternatives, but both remain dependent on US-origin hardware and years from defense-grade availability, making contractual safeguards and data-portability clauses the likely near-term European hedge. The kill-switch framing may overstate the operative risk; most hyperscaler contracts already include sovereign-exit and key-custody clauses, and the real exposure is CLOUD Act data-request leverage rather than a literal shutdown. For US IC, allied services now hold an explicit counter-lever: if Washington can activate the kill-switch, partner agencies will harden faster and share less, in ways UKUSA liaison has not previously had to accommodate.
2 sources
  1. Europes defence cloud reliance risks US kill switch, think tank warns - Euronews
  2. US cloud dominance a risk to European security — report - Manila Times

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