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The information provided on EL7.AI is for educational and informational purposes only and does not constitute financial advice.
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Sign InIn a move reflecting the strategic shift toward securing sovereign digital infrastructure, Italian defense group Leonardo and Poste Italiane are acting to reshape the ownership of Italy's national cloud company. Leonardo is preparing to increase its stake by 10% in the entity managing cloud services for Italy's public administration. This consolidation aims to shift control over critical infrastructure away from the state-owned IT firm Sogei.
This expansion occurs amid intensifying competition in the European cloud sector, where peers like France's Thales have reported robust growth in cybersecurity and digital services. Per market data, this move strengthens Leonardo's position in Italy's digital transformation, aligning with broader continental efforts to reduce reliance on non-European cloud providers. The acquisition integrates defense-grade security with civil public administration needs.
Regarding market performance, Leonardo (0M3Q.L) stood at 74.72 EUR at close July 2, 2026, while Poste Italiane (PITAF) was priced at 23.45 USD at close June 24, 2026. Investors are monitoring regulatory approvals for this stake increase, especially as Italy's inflation rate was reported at 3% as of June 30, 2026, which may influence the long-term financing costs of large-scale national infrastructure projects.