Analysis by Janakiram MSV (The New Stack, July 20, 2026) of the **architectural convergence** of the three hyperscalers' enterprise agent platforms: in nine months, **Amazon Bedrock AgentCore**, **Microsoft Foundry**, and **Gemini Enterprise Agent Platform** have converged on the **same six primitives** — runtime, memory, tool gateway, identity, observability, governance — under different brand names. What was a fragmented collection of libraries 18 months ago is becoming a distinct **platform layer**. The thesis: this convergence replays the **2011-2016 PaaS inflection**, where **Cloud Foundry** and **Heroku** unified VMs, load balancers, queues, and secret stores around a portable **application contract** — except that here **no equivalent contract yet exists**, and **no open source project has claimed it**. Consequence: an enterprise cannot **move an agent from one cloud to another** (session state, traces, and identity all end up with a single provider; migrating means rebuilding everything). The author proposes a **line-by-line mapping** of the Cloud Foundry contract onto agents, sets out three design principles (package the agent as **one deployable unit**, **attach** capabilities rather than embedding providers, integrate the **operational** layer into the abstraction), points to what open protocols (MCP, A2A, OpenTelemetry) leave out of scope — the **lifecycle** — and delivers three due diligence questions: **governance** (neutral foundation vs. vendor), **packaging** (the same artifact on two clouds without rewriting), **state** (exportable memory). Verdict: whoever ends up owning the **agent control plane** will define *what an agent is*.
Video interview recorded at **VivaTech** (**Scaleway** booth), broadcast by the media outlet **République**, bringing together **Damien Lucas** (CEO of Scaleway) and **Franck Le Moal** (Global Technical Officer of the **LVMH** group). **Central thesis**: the emergence of a **"tech geopolitics"** is forcing multinationals to abandon the single global solution in favor of an **information system regionalized into three blocs** (United States, Europe, China). LVMH (€80bn in revenue, 75 maisons, 100+ countries) formalizes a **cloud partnership with Scaleway** to build an **autonomous European building block**, alongside Google Cloud (data, since 2021), SAP, Salesforce on the Western side and Alibaba Cloud / Huawei / Tencent on the Chinese side. The group describes itself as **"hybrid"** and **autonomous** rather than **"sovereign"** (a word it rejects, deemed ambiguous). Scaleway positions itself as a **European cloud provider** immune to extraterritorial laws and protected against a **kill switch** ("not science fiction," given the weekend's news). Damien Lucas's economic argument: **€1 spent with Scaleway = 68 cents that stay in the European economy** (vs < 20 cents with a US hyperscaler, even when hosted in France). Timeline: PoCs completed, rollout starting at **Sephora and Louis Vuitton**, significant footprint targeted within **12-18 months**. Scaleway's stated mission: focus on **IaaS/PaaS** (no verticalization such as office productivity software), relying on a partner ecosystem (sovereign applications, European chipsets and servers). Scaleway's **Nvidia GPU / AI** offering is **not planned in the short term** but remains open (open source models for autonomy + economic performance).
**Bertrand** — journaliste / présentateur du média **République** (partenaire de VivaTech) · conduit l'entretien. **Damien Lucas** — CEO de **Scaleway**. **Franck Le Moal** — Global Technical Officer du groupe **LVMH**.