Im kind of just spitballing so open to having my idea shot down but isn't there quite a big opportunity with European cloud companies?
At the moment most European data is stored on the big 3 American cloud platforms. The EU just hired their first ever "technology sovereignty" chief and have been talking about how Europea needs to be more independent when it comes to tech.
One of the main leaders in Europe is OVH. Obviously nowhere near as advanced as the American companies but if Europe are making a concerted effort to invest in the area then seems like a nice growth play. OVH are only worth 1 bil atm.