Accenture, Siemens, Nokia, Ericsson, Capgemini, Atos, Dassault Systems, Bosch, Ahold Delhaize, Dassault Systèmes? maybe little known outside the EU, but the EU has something like 20% of the world's software developers.

GP will have to explain to me, at a grade school level, how they want to differentiate big tech and BIG tech.

You're mixing up many things here:

1. Accenture, Capgemini and Atos are consulting companies that don't produce anything, they just rent out their code monkeys to the customers. And you know what those code monkeys are trained in? Software stacks that were created mostly in the US.

2. The rest of the companies you mention do not employ that many software developers.

3. They also do not deliver terribly popular, or important products. I mean, Bosch produces commodities like dishwashers, vaccuum cleaners and power tools, hard to call it "tech company".

Is Tech only Software?

If so, Apple and Nvidia won‘t qualify. They‘re more of a hardware company.

BTW Bosch‘s main business is automotive supplies. They‘re doing everything down to having their own fabs for automotive chips. It‘s just completely invisible to us as consumers that‘s why you consider it a dishwashers, vacuum cleaners, and power tools company.

Nvidia’s moat is almost entirely software though, not just cuda but all the other bits of drivers required to bitbang a gpu into showing stuff on a screen (see: intel arc for how important this is)