> If EU doesn't have some form of hardware independence then they might just end up forced to use the US software stack.

In a multipolar world you don't critically need that if you can order your hardware from party I when party C or U shuts you out.

Remember that China is running their own Android island with Huawei and Xiaomi. Yes, a lot of Chinese people flash the Play Store, but it isn't strictly necessary. Not hard to imagine the EU and India creating their own islands too.

Kind of wicked we have to think this way though. I much prefer a world with the maximum healthy amount of open trade and travel.