The European Commission is due before the College of Commissioners this morning, Wednesday 3 June, to adopt its Tech Sovereignty Package, its fourth scheduled date after misses in March, April and 27 May. The package combines the Cloud and AI Development Act (CAIDA, the law meant to keep US hyperscalers out of sensitive EU public data) and a revised Chips Act II, the bloc's semiconductor investment instrument. Commission Executive Vice-President Henna Virkkunen is due to present it before the Telecom Council, the EU's gathering of national telecoms ministers, on 9 June1. As of this hour the College had not met or published; the most recent Commission release, dated 2 June, concerns wildfire response2. Adoption today remains scheduled rather than confirmed.
The scope has narrowed. CAIDA's cloud restrictions now cover public-sector tenders in health, finance, judicial and energy services only, with private enterprise excluded outright3. Chips Act II has dropped its 20 per cent global market-share target, abandoned after the Magdeburg and Crolles fab cancellations, and replaced it with a €120bn public-and-private investment goal to 2035. In place of supply subsidies it brings demand aggregation, a crisis override on supply contracts, and €300,000 fines for firms that withhold supply-chain data4. A market-share target was a number trade lawyers could litigate against; an investment aspiration carries no such test.
The trimming has a single author. Germany's automotive sector faces US tariff exposure under the EU-US trade framework, and restricting private-enterprise cloud would have handed Washington a clean Section 301 claim. US Ambassador Andrew Puzder called the package a breach of that framework on 25 May. Berlin's silence in the College was the structural veto, and the public-sector-only scope is the concession written in to dodge it. The law that finally reaches the College is the version that no longer touches the export sector whose objection stalled it.
