The basics broke telecom.
Source: The CyberWire Daily Podcast.
Source: Listen to the episode
Earlier this week, I joined Dave Bittner and Maria Varmazis on the CyberWire Daily Podcast to unpack the rush toward digital sovereignty in space and cyber. In our conversation, I laid out how Japan and Taiwan are pushing for sovereign cloud architectures that keep data inside national borders, and why that strains U.S. cloud providers that cannot localize at the same depth today.
We traced the tradeoffs, including massive capital expenditure for data centers, the erosion of U.S. standard-setting leverage, and the upside for countries that want their privacy regimes to govern their data. I also previewed my RSA Conference 2026 learning lab on first-principles risk forecasting.
Key topics
Sovereign Cloud Economics: Localization demands new infrastructure spending and reshapes cloud competition.
Regulatory Gravity: National privacy laws gain force when data stays within geographic borders.
Strategic Spillover: Shifts in sovereignty ripple from space policy into cyber supply chains and market access.