Geostrategic Daily

CEPA (Center for European Policy Analysis) · 15 September 2026

Who Holds the Switch?

Private companies now own and manage critical military infrastructure, giving them what the article calls 'switch power.' During a Ukrainian naval drone strike against Russia's Black Sea Fleet, Elon Musk declined to activate Starlink, and no government or alliance could force activation. Europe's reliance on US companies conflicts with its strategic autonomy ambitions, and alternatives like Amazon Leo and IRIS² are emerging but dependence has grown faster than alternatives can be built.

Why it matters: This matters for the theme of strategic autonomy because European reliance on US-owned switch infrastructure undermines its ability to act independently in conflict.

supply chain risk · great power rivalry · geostrategy military basing

Record

Source
CEPA (Center for European Policy Analysis) (tier 1)
Published
15 September 2026
Link
https://cepa.org/article/who-holds-the-switch/
Content depth
full
Regions
americas, europe-eurasia-mena
Subregions
us, eu
Actors
Starlink, Elon Musk, Amazon, IRIS²
Edition
2026-09-16

Grounding

Verbatim spans from the source text that support the summary above.

Private companies own and manage critical military infrastructure like satellites, cloud computing, and artificial intelligence.
Elon Musk declined to activate it, arguing the strike risked excessive escalation.
For Europe, reliance on US companies sits awkwardly alongside ambitions for strategic autonomy.