Realistically they will have to deploy the Chinese models or their finetuned versions though since their models are completely out of date and not competitive. Outside of maybe government contracts it will be hard to compete against Azure/AWS who promise to run their models in EU datacenters and not store any data since actual companies normally prefer frontier models with decent performance (cost/performance is pretty decent as well if you are fine with e.g. Luna which is massively better than anything Mistral can offer).