The infrastructure decision enterprises are not making

Your customers need an AI infrastructure partner, not another vendor.

Enterprises are stuck between hyperscaler lock-in and the complexity of managing their own AI infrastructure. Leaseweb has the assets to become the trusted alternative. This is the commercial strategy to make it happen.

$18B1
European AI infrastructure market 2025
95%2
GenAI pilots fail to deliver P&L impact
30-50%3
Cost savings vs hyperscalers on bare metal
25.6%1
CAGR projected through 2033

"The question is not whether enterprises need an alternative to hyperscaler AI infrastructure. The question is whether Leaseweb can build the commercial engine fast enough to become that alternative before the window closes."

What your customers are telling us

Enterprise AI is stuck, and infrastructure is the hidden barrier.

The infrastructure decision is becoming as strategic as the AI model choice itself. Enterprises are discovering that hyperscaler lock-in, unpredictable costs, and data sovereignty concerns are preventing AI from moving beyond pilot.

Economics

Cloud repatriation is accelerating

21% of enterprise workloads are being pulled off hyperscalers4 due to economics that do not work at scale, especially for GPU training and high-throughput inference. The CFO cannot approve what the CFO cannot predict.

Sovereignty

Data residency is now a board decision

EU AI Act and GDPR are making infrastructure jurisdiction a compliance requirement, not a preference. 61% of Western European CIOs now prioritise local providers.5 Leaseweb announced accelerated sovereign cloud development this week.6

Expertise

The advisory gap is widening

GPU availability is improving, but enterprises need partners who understand workload configuration, cost modelling, and the path from pilot to production, not just hardware vendors reading spec sheets.

How I would sell this

The real questions enterprise AI buyers ask.

These are not hypothetical objections. These are the conversations I have had across 18 years of enterprise technology sales, adapted for the AI infrastructure decision. Each answer ends with a reframing question that changes the conversation.

The honest answer is: maybe you should not. If your workloads are tightly integrated into a hyperscaler ecosystem and the economics work at your current scale, migration creates risk without sufficient reward.

But here is what we see in practice. When enterprises scale AI from pilot to production, three things happen simultaneously: costs become unpredictable, performance becomes inconsistent due to shared infrastructure, and data sovereignty becomes a board-level concern.

Leaseweb's bare metal GPU servers, spanning NVIDIA L4, L40S, and H100 NVL7 across 28 data centres globally,8 typically deliver 30 to 50% cost savings3 for predictable, high-throughput AI workloads. With 99.99% uptime SLA.3

Reframing question: "What would it mean for your AI roadmap if your infrastructure costs were predictable enough for the CFO to approve the next three projects today?"

Leaseweb is European-headquartered, founded in Amsterdam in 1997.9 Our data centres across Europe operate under EU jurisdiction, which means your data stays within EU borders by design, not by workaround.

For organisations navigating the EU AI Act, this matters because the regulation requires transparency about where AI models are trained and where data is processed. Hyperscalers offer EU regions, but the corporate entity and data access sit under US jurisdiction. Leaseweb removes that complexity entirely.

Reframing question: "If your regulator asked today where your AI training data is physically located and under whose jurisdiction, could you answer confidently in under 60 seconds?"

We offer NVIDIA L4, L40S, and H100 NVL GPUs, available globally as dedicated servers.7 The L4 is also available in Public Cloud across the UK, US, Canada, Netherlands, and Germany, with G6 GPU-optimised instances offering 1 to 4 L4 GPUs with AMD EPYC v3 CPUs and 24GB VRAM.10

The choice depends on your workload profile, not your aspiration. The L4 is optimised for inference. The L40S handles heavier mixed workloads. The H100 NVL is for large-scale model training. Most enterprises over-specify initially, and a trusted advisor helps them right-size from day one.

Reframing question: "Are you buying GPU capacity for what you need today, or for what you think you might need in 18 months? Because one of those approaches is strategic, and the other is expensive."

Leaseweb provides standard infrastructure, standard APIs, and transparent pricing with no proprietary lock-in mechanisms. Your AI workloads run on standard NVIDIA GPUs with standard drivers.

Our model is simple: we earn your business every month by delivering performance, reliability, and value. Not by making it expensive to leave.

Reframing question: "What is the switching cost if your current provider raises prices by 30% next year? That number is your lock-in premium."

This is where the real partnership begins. Scaling from pilot to production is where 95% of enterprise AI projects fail, according to MIT research.2 The infrastructure is rarely the root cause, it is typically governance, cost predictability, and the confidence to commit.

Start with a single GPU server to validate. Once validated, scale to a dedicated cluster. We provide technical consultation throughout, plus quarterly business reviews and proactive capacity planning.

Reframing question: "You have proven the AI model works. The question now is whether your infrastructure can scale at the speed your business needs."

CoreWeave is GPU-native and Kubernetes-first, with a $66.8B revenue backlog11 and massive scale ambitions. But they are US-centric, heavily VC-funded, and their model depends on continued capital access.12 OVHcloud is a strong European player, but their AI-specific portfolio is less developed.

Leaseweb combines European sovereignty, a 27-year track record,9 a dedicated AI infrastructure portfolio spanning L4 to H100,7 global reach across 28 data centres in EU, US, and APAC,8 and the hybrid flexibility that enterprises actually need. No single competitor offers all five.

Reframing question: "Which matters most to your organisation right now: sovereign data residency, GPU-native architecture, or a partner with 27 years of infrastructure reliability behind every SLA?"

"Is Leaseweb building a GPU rental business, or is it building an AI infrastructure advisory practice that monetises through compute? The answer determines whether we compete on price or on value."

Market opportunity

Three target segments where Leaseweb wins.

Focused on enterprises where cost transparency, EU sovereignty, and bare metal performance create the strongest differentiation against hyperscalers and GPU-native competitors.

AI-native scale-ups

Companies with proven AI workloads that have outgrown hyperscaler economics.

Pain point

Cloud bill shock: unpredictable costs that make CFO approval impossible for scaling.

Leaseweb value

Transparent pricing, 30-50% savings, dedicated bare metal with no noisy neighbours.

Regulated enterprise AI

Healthcare, financial services, and government where data sovereignty is mandatory.

Pain point

EU AI Act compliance that hyperscalers cannot fully address from US-headquartered infrastructure.

Leaseweb value

European-headquartered, full GDPR compliance, sovereign cloud within EU borders.

Media and entertainment

GPU-intensive rendering, generative content production, and video processing at scale.

Pain point

Need burst GPU capacity for production deadlines without long-term hyperscaler commitments.

Leaseweb value

Rapid deployment (hours not weeks), flexible commitment models, dedicated GPU performance.

Competitive positioning
LeasewebHyperscalersCoreWeaveHetzner
Cost transparency★★★★★★★☆☆☆★★★☆☆★★★★★
EU data sovereignty★★★★★★★★☆☆★☆☆☆☆★★★★☆
GPU range (L4 to H100)★★★★☆★★★★★★★★★★★★★☆☆
Enterprise support★★★★☆★★★★★★★★☆☆★★☆☆☆
Bare metal performance★★★★★★★★☆☆★★★★☆★★★★★
No lock-in★★★★★★★☆☆☆★★★☆☆★★★★☆
Go-to-market strategy

From deep market understanding to scalable commercial execution.

A three-phase approach that builds the advisory foundation before scaling the commercial engine. Each phase delivers measurable outcomes, not just activity.

Phase 1

Foundation

Months 1 to 3
  • Deep immersion: current AI customer base, win/loss analysis, technical portfolio mastery
  • Define ideal customer profiles by segment and region
  • Build competitive battlecards and objection handling playbooks
  • Map the NVIDIA and ecosystem partner landscape
  • Establish relationships with regional sales teams across EU, US, APAC
Phase 2

Pipeline engine

Months 3 to 6
  • Target account identification: firmographic + technographic + intent signals
  • NVIDIA co-selling programme: joint lead generation, events, GTC presence
  • Content-led demand gen: TCO comparisons, repatriation case studies, thought leadership
  • Regional sales enablement: AI-specific playbooks for every market
  • Launch targeted outreach to high-value AI infrastructure prospects
Phase 3

Scale

Months 6 to 12
  • Land-and-expand: prove value with first workload, then migrate additional AI applications
  • Strategic account programme: top 20 AI customers with quarterly business reviews
  • Ecosystem expansion: ISVs, AI platforms, MLOps providers, consulting firms
  • Measurement: pipeline value, conversion, deal size, expansion revenue, net retention
  • Feed market intelligence back into product roadmap and portfolio decisions
The AI Business Value Framework

How I would assess Leaseweb's AI customers.

The BVF is a proprietary framework I built to help enterprises stop guessing and start measuring which AI initiatives deserve investment. It synthesises McKinsey, Gartner, BCG, Deloitte, and Forrester benchmarks into two actionable outputs: an Organisational Drag Cost and a Decision Confidence Score.

40%
Strategic alignment
Alignment with board-level priorities and competitive capability
30%
Financial return
Payback performance and ROI compared to industry benchmarks
20%
Change enablement
Cultural and structural readiness, powered by EY/Oxford six drivers
10%
Governance and risk
Adequacy of oversight, accountability, and regulatory compliance

Organisational Drag Cost

The quantified Euro value currently at risk due to structural and management constraints. This makes the status quo more expensive than the transformation, the single most powerful argument for a CFO.

Decision Confidence Score

Every AI initiative receives a classification: Accelerate (invest now), Fix (address barriers first), or Stop (redirect resources). Data-driven, not political.

Why this matters for Leaseweb

Leaseweb's AI infrastructure customers are making exactly these decisions. A Business Development Manager who can walk into a prospect conversation with a diagnostic framework, rather than a price list, changes the nature of the relationship entirely. The BVF positions Leaseweb as a trusted advisor, not a commodity vendor.

"95% of GenAI pilots fail to deliver measurable P&L impact.2 The BVF exists to identify which 5% deserve scale, and which infrastructure decisions accelerate that journey."

The Transformation Brief

Weekly intelligence for transformation leaders.

A weekly newsletter I write and publish, connecting AI developments to enterprise transformation strategy. This is how I would build Leaseweb's thought leadership engine.

The AI Readiness Blueprint

My proprietary five-layer methodology for diagnosing why AI transformations fail. The core insight: AI adoption is a management and structural problem, not a technical one. Until leadership addresses the underlying "Bureaucracy Debt," technology investment yields diminishing returns.

0

The trust architecture

The foundation most frameworks skip. You cannot transform what you cannot be honest about.

1

Quantifying organisational drag (the BVF)

Make the status quo more expensive than the transformation.

2

Build the human coalition

Transformation travels through relationships, not org charts.

3

Redesign the architecture

Align the strategic layer with the operational layer before deploying AI at scale.

4

Move every individual (ADKAR)

Desire before Knowledge. Training without buy-in is wasted capital.

5

Sustain the momentum

AI transformation is not a project, it is a permanent operating rhythm.

Why Craig Horton

I know how enterprises buy infrastructure, because I have been the person selling it.

18 years at HPE, Microsoft, Salesforce, and Atos. I know how vendors structure deals, where the hidden costs sit, and what makes a customer trust you enough to give you their most critical workloads.

EUR 300M
EBITDA uplift at Salesforce
60%
Revenue growth at Microsoft
$100M+
Account revitalisation at HPE
2 Quarters
Atos turnaround to reference
Starting May 2026

Executive global MBA with artificial intelligence

University of Hertfordshire, 24 months
A deliberate strategic investment combining business strategy with applied AI, at the exact intersection Leaseweb is building in.
Distinction: 99.5%

Oxford executive leadership programme

Oxford Said Business School
Focused on transformation leadership and the six drivers that determine whether organisational transformation succeeds or fails.
20+
AI and GenAI certifications
AWS
Cloud Economics certified
GCP
Google Cloud credentials
BVF
AI Business Value Framework (built by Craig)

The resilience foundation

In 2014, I suffered a cardiac arrest and was resuscitated. Since then, I have completed six desert ultramarathons including four finishes of the Marathon des Sables, one of the toughest footraces on earth, and received the "Never Give Up" award in 2025. Building a new AI business development function is a marathon, not a sprint. I know what it takes.

Strategic questions

The questions that reframe the conversation.

Every great strategic decision starts with a question that stops the room.

For the business
"Is Leaseweb building a GPU rental business, or an AI infrastructure advisory practice that happens to monetise through compute?"
"If cloud repatriation is accelerating, are we positioned to capture enterprise workloads, or are we waiting for them to find us?"
"What would it take to make Leaseweb the first name European CTOs think of when they plan their AI infrastructure strategy?"
For customers
"What would it mean for your AI roadmap if your infrastructure costs were predictable enough for the CFO to approve the next three projects today?"
"You have proven the AI model works. Is your infrastructure ready to scale at the speed your business needs?"
"If your regulator asked today where your AI training data is physically located, could you answer in under 60 seconds?"
For the market
"Most AI infrastructure providers compete on GPU specifications and price per hour. But enterprises do not buy infrastructure, they buy outcomes. Who is going to own that conversation?"
"Sovereign AI infrastructure is becoming a regulatory requirement, not a preference. Which European provider will be the trusted partner for the next decade?"

Craig Horton

craig@craighortonadvisory.com

Amsterdam, Netherlands

"From selling infrastructure for others, to building the AI infrastructure business that enterprises need."

Sources and references