游说报告称欧盟云主权法十年耗资1150亿欧元
布鲁塞尔智库 ECIPE 受游说组织 CCIA Europe 委托发布研究，估计欧盟拟议的《云与AI发展法案》（CADA）在2027至2036年间将带来1150亿欧元成本，这是三个情景中的中间值；窄口径为356亿欧元，宽口径达2330亿欧元。欧盟委员会此前的上限估计为180亿欧元。研究把约333亿欧元计入公共预算，约800亿欧元计入能源、银行、交通和医疗等私营部门，后者建立在第31条评估覆盖约四分之一在范围私营云支出的假设之上。作者指出，研究未量化该法案意在带来的安全、韧性与战略自主价值，不构成完整的成本收益评估；成员包括亚马逊、谷歌和Meta的CCIA Europe则呼吁成员国将规则限制在敏感工作负载，并取消基于企业来源地的要求。
该估算由成员包括亚马逊、谷歌和Meta的游说组织CCIA Europe出资完成，而CCIA正呼吁成员国把CADA限制在敏感工作负载并取消基于来源地的要求，因此这组数字直接进入欧盟界定云主权规则的讨论。
- CCIA report says European Commission's cost estimates are way off the mark
- Pro-European restrictions could add to operating costs, migration complexity and more
- Importantly, these figures come from a group that represents Amazon, Google and other US Big Tech
Europe's efforts to tackle foreign tech vendor reliance could cost €115 billion over the next decade, a new report by the European Center for International Political Economy (ECIPE) claims.
The paper, commissioned by the Computer and Communications Industry Association (CCIA), specifically refers to the Cloud and AI Development Act (CADA).
However, the CCIA is a group that represents major American tech giants including Amazon, Google and Meta, who all have major commercial interested in Europe.
Europe could incur serious costs by ditching US tech hyperscalers
The Commission had previously estimated an upper-end cost of €18 billion over ten years, but ECIPE's estimate of €115 billion is around 6.4x higher. The paper specifically argues that restrictions favoring European cloud providers could increase operating costs, force customers to migrate workloads and spur on substantial software redevelopment, all of which adding to the long-term costs of ditching US cloud.
The paper splits this cost into two sectors – a €33 billion cost for the public sector, which includes governments and other public agencies acting in the interest of citizens, and a further €80 billion in costs for the private sector, which covers critical national infrastructure like banking, healthcare, energy and transportation.
Depending on how intensely the EU goes in on tech sovereignty, the paper's €115 billion projection is a mid-level estimate. Higher-end scenarios top €233 billion.
The group is lobbying European policymakers to assess sovereignty based on actual risks, rather than just the nationality of tech vendors.
"Taxpayers and businesses will foot the bill, yet the official assessment missed 70 percent of CADA's true impact," CCIA Europe policy manager Mitchell Rutledge said, urging member states not to rely on the European Commission's "incomplete estimates."