Not sure why anyone in the EU thinks the US is not a significant espionage risk. Adding any major US supplier would have been a significant espionage risk until really recently.
Before the EU cleaned up Europe's act pretty considerably on corruption, US companies used corporate but also state-level espionage actors to level the playing field against a culture of bribes and they were fairly open about it. They absolutely needed to do it, because of the potential penalties back home if they engaged in bribery abroad.
The tables have turned, now. The EU runs much more cleanly than decisionmaking in DC, which is clearly corrupted and lubricated with cash and opportunities for failsons and faildaughters; it has accelerated radically quite recently but it was heading that way from the first Bush era.
But I'd bet the corporate-state merger of industrial espionage is in full flow.
This would require active participation by people inside Anthropic and OpenAI. Given how generally ideological the people working in these companies are, I'd be willing to bet that we would already be reading Snowden-style leaks if it were true.
I have zero expectation that a similar culture exists inside Chinese companies. If you think these corporate and national cultures are the same, you need to adjust your priors.