Infrastructure-as-Prompt: Turning Intent Into Infrastructure | emma | RAISE Summit 2026

Market Context & Sovereignty Spending:

• European sovereign cloud spend is valued at €12.6 billion.
• This figure represents only 1.5% of the global cloud market, which totals approximately $850 billion.
• The market is highly concentrated, with 70% of global capacity held by three cloud service providers.
• 85% of the latest compute accelerators originate from a single vendor.

Five Strategic Predictions for the Next 36 Months:

• Decline of Terraform Scripting: Manual configuration maintenance via Terraform scripts is predicted to vanish as natural language interfaces (e.g., LLMs) replace manual code writing for cloud provisioning.
• Shift to Intent-Based Infrastructure: The industry will move from "writing code then compiling" to "describing intent where the compiler generates the running infrastructure."
• Operationalization of Code Generation: AI-generated applications will transition from proofs-of-concept to fully managed platforms capable of scaling, monitoring, rolling back, and controlling the entire lifecycle.
• Redefinition of Sovereignty: Sovereignty will shift from mere geographic location (e.g., hosting in Paris) to control over access, data governance, ownership structures, and network layers to prevent unauthorized entity access.
• Network Connectivity as a Bottleneck: Data egress costs will remain a primary friction point; moving petabytes of data across cloud boundaries can cost over $100,000, negating the savings from cheaper GPU providers.

EMMA Platform Launch & Capabilities:

• The platform "Infrastructure as Prompt" entered general availability in September.
• It functions as a single control layer and unified API gateway interacting with hyperscalers, sovereign clouds, regional providers, and on-prem environments.
• Users can describe infrastructure and application intents via natural language to trigger automated deployment.
• The system automatically selects optimal compute instances and manages data placement to minimize egress fees.
• Deployment friction is reduced to approximately three prompts and 15 minutes to get an application running.
• Native alerting capabilities support notifications via Telegram, Slack, email, or other preferred channels.

EMMA Business & Infrastructure Positioning:

• EMMA operates as both a cloud provider and a control layer platform, distinct from simple wrappers.
• The company is pursuing 100 megabit data center capacity in Europe, backed by investors including BlackRock, RTP Global, and Smurfit.
• Headquartered and with R&D based in Luxembourg, the firm emphasizes pure sovereignty ownership.
• The accelerator fleet ranges from advanced models (e.g., B300s) to consumer-grade RTX models.
• The company leverages eight years of proprietary development to provide security, guardrails, and networking fabric independent of underlying cloud providers.