I'd broadly agree that EU is pretty behind the curve. But I think China is probably only ~5 years max behind the curve in terms of Starlink.
But in terms of defense needs, I don't think you actually need the thousands and thousands for reasonable returns. DoD/NRO has bought maybe ~500 Starshields (https://www.fool.com/investing/2024/03/26/spacex-starshield-...) from SpaceX.
I think China is well within reach of being able to put up those numbers within a few years, even if they don't get re-use figured out (which I think they will within a 2-3 years - basically what SpaceX did from the first landing attempts to success).
China did 92 launches in 2025. If they only need to put up 500, and if they can put up 22 per launch like SpaceX can, they have the capability now, let alone 5 years from now.
Spy satellites you can have way fewer, but for an internet connection you really need Starlink's scale. Otherwise you need full 360 deg view of a horizon (good luck with that on the battlefield), and a much higher power use.
Having said that, I double checked the numbers - it would take ~60 launches at the minimum to replicate Starlink 1.0. This is how many launches China does per year right now. So it is doable indeed for them, just absurdly expensive - $10-$30B, but they can afford that.
EU on the other hand - no way. We're doing 5 launches a year with Arianne, due to incompetent management over the last decade. Unless China or US allow us to use their infrastructure, we have no way of doing all this.
>put up those numbers within a few years,
And potentially exceed Starlink cumulative payload a few years after that.
US via SpaceX generates most launches/payload due to reusability PRC built 2x more disposable launch vehicles. PRC figures out disposables and they can operate reusable fleet 2-3x the size of US and simply throw more payload per year and catchup/exceed cumulative SpaceX volume in a few years. A few years after, permanent kgs in space advantage due higher replacement as old hardware deorbits.