> Europes bureaucratization and the growth of the size of states has increased the last 10 years.

None of these things matter. They're trivially set aside. All that matters is how many insane threats the US Gov keeps making. Hopefully as many as possible. This is what creates demand, and from demand, everything else follows automatically.

Like, how can you not see this based on recent events? I'm willing to bet a house that in Feb 2026 there will be much more relative movement from US to EU clouds than in Feb 2015. Despite all of that "increased bureaucracy".