Wow you're so right, you did such a good job asking computer mommy to confirm your priors!
But actually, that's not the goal here. AI, at least the kind of products that need dedicated datacenters ie. generative, isn't critical infrastructure. The focus is on documents, collaboration tools, file servers, single-sign on, databases etc. that are seemingly monopolized by US providers.
Also to be honest, suppose EU uses kimi model which is open source. They can literally swap out one word from the provider and move from say American datacenter companies to European.
Quite frankly, there is literally 0 moat and its great to see EU focus on the real moat/lock-in issues.
> documents, collaboration tools, file servers, single-sign on, databases
All being (or soon to be) fed through LLM agents running on fibers and datacenters controlled by NOT European entieties. And if you build DC you'll be powering them with energy imports.
Software being built on library repositories also under foreign jurisdictions. Network infrastructure built on imported tech running whatever backdoors "partners" see fit.
Its like you didn't notice the snowden revelations, the shift from dependence on Russian Gas to US gas, nordstream sabotage, stuxnet, etc