Conference Presentation, Keynote, Product Demonstration
Infrastructure-as-Prompt: Turning Intent Into Infrastructure | emma | RAISE Summit 2026
- Sovereign cloud spend in Europe is 12.6 billion euros (1.5% of the 850 billion USD global total), with 70% of the market held by three providers and 85% of compute derived from a single vendor.
- Over the next 36 months, manual Terraform maintenance and scripting are predicted to vanish as natural language models describe desired infrastructure outcomes.
- The speaker anticipates a shift where code generation evolves to handle full lifecycle management (deploy, monitor, scale, rollback), lowering industry entry barriers.
- Data sovereignty is forecast to transition from purely geographic constraints to a model securing access through ownership structure, data center location, and network ownership.
- High egress taxes, exceeding 100,000 dollars for a one-petabyte dataset, are identified as a significant barrier driven by current AI and GPU connectivity demands.
- A unified platform expected to be generally available in September will function as a single control layer interacting with hyperscalers, sovereign clouds, regional providers, and on-prem environments.
- The platform utilizes a unified API gateway to translate natural language intent into scalable applications, reducing the time to launch an application to three prompts and 15 minutes.
- Users can specify hosting requirements (e.g., European models with data in Amazon S3 or VHS3) for the platform to execute without requiring knowledge of intermediate steps.
- The infrastructure includes a networking backbone designed to notify users of issues via preferred channels like Telegram, Slack, or email.
- The company targets 100 megabit data center capacity in Europe, supported by a fleet of accelerators ranging from B300s to RTX models.
- Legacy models and infrastructure are predicted to become cheaper over time, while the company leverages eight years of development for security and guardrails.
- The Luxembourg-headquartered sovereign company is backed by BlackRock, RTP Global, and Smurfing, and aims to offer deployment shortcuts to accelerate training and inference.