The difference is that now European countries, and other (former?) US allies are starting to see the US as a threat. With people like Trump in power, the chance of a military conflict between the EU and the US is now non-zero, so what's on everyone's mind going forward will be independence from US tech. Maybe you haven't seen European news and commentary.

US's republicans still don't grasp what a diplomatic mess Trump is causing, which will surely affect all trade. Actually, I'm expecting consequences for the entire US tech sector, not just the defence sector.