OVHcloud has announced the creation of a dedicated defence unit to address growing demand from European military organizations seeking sovereign cloud and AI capabilities.
The move follows direct engagement from multiple European defence ministries, which are looking to modernize their digital infrastructure. Key requirements include AI-enhanced command systems, drone coordination platforms and secure communication interoperability across armed forces and NATO frameworks.
A central priority for these governments is technological sovereignty—reducing dependence on non-European cloud providers. OVHcloud has positioned itself as a regional alternative to major U.S. hyperscalers, aligning with broader European ambitions for strategic autonomy in cloud and artificial intelligence.
Financially, the company reported 5.5% organic revenue growth to €555 million in the first half of its fiscal year, supported by increased spending from existing customers. EBITDA rose 8.3% to €227 million, reflecting operational leverage despite cost pressures.
To mitigate supply chain risks and anticipated price increases, OVHcloud has accelerated procurement of memory components and storage hardware. This strategy generated approximately €10 million in savings and partially offset inflation-related cost increases.
The company has also secured €50 million worth of memory components for 2027, financed through dedicated funding arrangements, signaling long-term planning to support expanding infrastructure needs.
The launch of the defence unit underscores a broader trend: European governments are increasingly investing in domestic digital infrastructure to support security, resilience and independence in an era of geopolitical uncertainty and rapid AI adoption.
