It's definitely a topic of conversation in Reddit, etc... However I agree that the push to reduce US dependence by EU companies (and countries) is hampered by the fact that US stuff is already embedded (Microsoft but also Google, etc...) and that many of these companies are transnational anyway (very few European companies are solely inside the EU) and finally and most importantly just about every company will choose the option that does the job best for the right price (sovereignty is a distant second for most decision makers).

Multiple Government organisations ditching Microsoft? Including entire German states?

My University also migrated to OpenExchange

While few companies announce this publicly, I know from personal experience with corporate clients that many companies are preparing for Trump to use Big Tech as a bargaining chip.

And they should. Because the US is not behaving rationally at all.

https://nltimes.nl/2026/02/10/rabobank-ing-abn-amro-seek-eur...

https://www.theregister.com/2025/11/13/gartner_cio_cloud_sov...

https://www.independent.co.uk/news/world/europe/europe-zoom-...

https://www.theglobeandmail.com/business/commentary/article-...

https://sherwood.news/tech/europe-wants-to-break-up-with-us-...

2 years ago I would have agreed with you, but after Greenland the vibe is very different. And it's not like the situation is improving.

Not entirely, but putting more eggs in that basket would certainly be considered lack of planning. Why increase your risk even further when everyone has seen how volatile things can get quickly?

I consult for various companies and have definitely seen a trend. It's not quite the rupture that some expect but clearly not nothing either. Until very recently, the risk assessment of using US providers was considered very hypothetical. Today it still doesn't feel imminent, but it does feel very real.

Of course, it will be slow and painful and Europeans will need to use their own services for them to grow and mature.

My _feeling_ is that a lot of EU/European politicians has talked a lot more about the need to be independent from the US after Trump threaten Greenland. At least in the nordic countries. Not only concerning data & privacy, but defence, communications, space etc. All areas. The wheel has started to turn. You will not see it if you look around. But in 10 years time, maybe more, Europe will have stopped depending on the US. And that will hit US hard. We pay a lot of money in services to the US.

> Proof: Most big EU companies use Claude or Gemini or OpenAI, not Mistral. That choice was made recently.

IS a statement with no supporting facts considered "proof"? Just the public list of Mistral customers (https://mistral.ai/customers) is proof alone that quite a few big EU companies are _not_ in fact using Open AI or Claude or Gemini at the strategic level.

Contrast with Antrhopic's Europe based customers, the majority of which are small companies (only big one I can identify from a skim is L'Oreal): https://claude.com/customers?f80ce999_sort_date=desc&f80ce99...

Or OpenAI's customers, of which the only big European ones I can spot are Scania and Philips: https://openai.com/stories/

Note: I'm talking about strategic enterprise AI deployments for the company or at least a division, not individual developers being allowed to use Claude Code etc. The moat and the money will be in the former, not latter.