It didn't make sense to have a Tier 1 cloud providers. EU using US tech and services was the social contract for the ally level cooperation. The moment this relationship goes towards the adversary level Tier 1 cloud and the rest of dependencies (and defense/ will be developed in house, no matter if the future administration is a Dems one. The point to take away is the change of direction in the EU as slow and as costly as that might be. Now it's a security issue.