I'm not sure I follow how this metaphor plays out. Many stand to gain by harming and threatening Europe and many stand to suffer if Europe is harmed or threatened. Far be it from me to claim Europe a perfected system, but there are globalized interdependencies which exist here. I think that I'm not seeing the indicators of hard benefits which correlate to the hypotheses put forward by the financial markets. In which ways are the trillions of dollars of value meant to manifest and how do we know when they begin to do so?
These AI models are powerful enough to be used as cyber threats, as a minimum. They may not prove out the other GDP or ROI claims, but the ability to both improve security and dismantle is means if you're not regularly building and improving these models on the software vulnerabilities your organization has, you are increasingly vulnerable to attacks.
Since it's impractical to airgap your military and readinessness capabilities, this means you need incountry capabilities because even if America weren't a fascist, you could easily be disconnected from the support from a cyberattack.
I think you're just following too much AI hype to see any clear use case.