But what got lost? A multimillion-dollar NATO deal. The alliance’s IT arm is partnering with Google to build a secure, air-gapped cloud platform that can’t connect to the internet.<\/p>\n
On this intriguing occasion, where tech meets global defense and safety, President of Google Cloud EMEA Tara Brady offered more detail<\/a>.<\/p>\n But behind that business phrase lurks a high-stakes shift: AI is going offline into secret bunkers, sovereign zones, and carefully locked data rooms where every request is controlled, and no data ever leaves.<\/p>\n This affects the laws of cloud computing. It might also be Alphabet’s next great advantage.<\/p>\n Forget everything you know about the cloud. This one runs quietly.<\/p>\n Physically segregated and disconnected from the internet, NATO\u2019s new system will use machine learning on some of the world\u2019s most sensitive data.<\/p>\n More Tech Stocks:<\/p>\n No third parties. No telemetry. Just sheer computing power, local control, and full data ownership.<\/p>\n For years, these sorts of workloads were stranded on antiquated infrastructure. Now they can run Gemini-class models in real time with zero external exposure.<\/p>\n The Joint Analysis, Training, and Education Centre (JATEC) is not your average data lab.<\/p>\n It does scenario modeling, strategic simulations, and warfighting analysis, all areas within the wheelhouse of predictive AI, autonomous decision support, and digital twin technologies.<\/p>\n Related: Microsoft\u2019s $80B AI shift: What it does to your money<\/a><\/p>\n If this deployment works, it won’t be alone for long.<\/p>\n NATO’s 31 countries and nearby allies might soon ask for comparable secure builds, using Alphabet’s approach as a model.<\/p>\n Shares of Alphabet are rising rapidly. They had increased by about 6% in just two days as of Nov. 25, bringing the company’s market valuation to around $3 trillion and continuing to grow.<\/p>\n The Gemini 3 AI model from Alphabet has received good evaluations thus far<\/a>, including one from Salesforce’s Marc Benioff<\/a>.<\/p>\n The firm is quickly advancing into sovereign and defense-related workloads, which Boston Consulting Group explains<\/a> have long been ruled by AWS and Microsoft.<\/p>\n This NATO transaction adds to that story by proving that even the most security-conscious customers in the world trust Google Cloud with their confidential information.<\/p>\n There is more to the stock rise than just excitement. It shows actual backlog and real competitive momentum.<\/p>\n The European Union is quickly tightening cloud rules, demanding better oversight and data residency. Banks, utilities, and intelligence agencies are doing the same thing.<\/p>\n Google’s strategic investments, including its new Sovereign Cloud Hub in Munich and collaborations with Thales in France and T-Systems in Germany, have set the stage for this change.<\/p>\n Alphabet has been a frontrunner in sovereign AI infrastructure, a category that may become increasingly important in various areas as NATO troops are deployed.<\/p>\n The next big AI race may not take place in the cloud. There could be no cords, no Wi-Fi, and no space for mistakes.<\/p>\n Related: Three billionaires just issued a shocking Nvidia warning<\/a><\/p>\n This story was originally published by TheStreet<\/a> on Nov 26, 2025, where it first appeared in the Investing<\/a> section. Add TheStreet as a Preferred Source by clicking here.<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"Alphabet shares gained more than 4% on Nov. 25, surpassing $332 per share and increasing the market valuation…\n","protected":false},"author":2,"featured_media":45311,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[166],"tags":[812,7488,816,23888,396,28665],"class_list":{"0":"post-45310","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-larry-page","8":"tag-google","9":"tag-google-cloud","10":"tag-larry-page","11":"tag-market-valuation","12":"tag-nato","13":"tag-sensitive-data"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@people\/116473508823742030","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/people\/wp-json\/wp\/v2\/posts\/45310","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/people\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/people\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/people\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/people\/wp-json\/wp\/v2\/comments?post=45310"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/people\/wp-json\/wp\/v2\/posts\/45310\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/people\/wp-json\/wp\/v2\/media\/45311"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/people\/wp-json\/wp\/v2\/media?parent=45310"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/people\/wp-json\/wp\/v2\/categories?post=45310"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/people\/wp-json\/wp\/v2\/tags?post=45310"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}![\"<em>Can](\"https:\/\/www.europesays.com\/people\/wp-content\/uploads\/2026\/04\/1d6e294088960bd514fe9b0c84dd331b.jpeg\")
Can Google convert this moment into broad public-sector wins?Photo by CAMILLE COHEN on Getty Images \u00b7 Photo by CAMILLE COHEN on Getty Images <\/p>\n