In a way this is the dry run for when IRIS² starts service in another four years or so, the European Starshield equivalent
Note that the alternative is sending money overseas to rent US infrastructure. It may make a lot of sense to deploy spending locally where it stays in the economy rather than overseas, a standard "import substitution" play.
For example, Eutelsat - which is providing the backbone for GOVSATCOM and IRIS2 - is a three-way partnership between India's Bharti Group (Sunil Mittal), the French, and the UK. Or GCAP where Japan's Mitsubishi Group is acting as both a technology and capital partner to Italy and the UK.
This was also a major driver behind the EU-India Defense Pact and the EU-Vietnam Comprehensive Strategic Partnership - both of which were overshadowed by the EU-India FTA.
A multilateral organization like the EU has the muscle to integrate and cooperate with other partners, which is something that shouldn't be underestimated, as this builds resilience via redundancy.
Edit: Interesting how this is the second time [0] in the past few weeks where an HN comment I wrote that was optimistic about the EU's capacity was downvoted. There's a reason the PRC is still conducting industrial espionage on EU institutions [1].
[0] - https://news.ycombinator.com/item?id=46696996
[1] - https://www.intelligenceonline.fr/asie-pacifique/2026/01/14/...
Nothing new there, but I wouldn't assume Chinese bot army being behind it. The Russians, American MAGA, European alt-right each have an interest in such suppression (and RU and USA also conduct industrial espionage on EU). You may assume each of these parties is present in a thread about European sovereignty, but either way the mods discourage any discussion about moderation. You're best off emailing one of them.
All of this is also true in the US.
[0] - http://theory.people.com.cn/n1/2021/1116/c40531-32283350.htm...
[1] https://ourworldindata.org/data-insights/india-china-europe-...
Chinese weapons .. no. Plenty of traditional EU arms companies to do that, and this is one area where I'm OK with the traditional EU protectionism.
A more interesting question is the two big countries which are part of NATO, on the European continent, but NOT part of the EU: UK and Turkey.
The PRC has stated it will continue to back Russia against Ukraine [0] which is a red line for the EU. Additionally, the PRC has been running disinfo ops against EU member states tech exports [1] while still attempting industrial espionage on European institutions [2].
China will not become a trusted partner of the EU as long as:
1. It continues to conduct industrial espionage against EU institutions
2. Attempts to undermine EU industrial and dual use exports
3. It continues to support Russia diplomatically and materially at the expense of Ukraine
4. It attempts to undermine the EU as an institution [3][4][5][6]
5. It continues to threaten EU nationals through physical [7] and legal [8] intimidation.
It's the same reason trust has reduced in the US as well.
---
[0] - https://www.scmp.com/news/china/diplomacy/article/3316875/ch...
[1] - https://www.defense.gouv.fr/desinformation/nos-analyses-froi...
[2] - https://www.intelligenceonline.fr/asie-pacifique/2026/01/14/...
[3] - https://fddi.fudan.edu.cn/_t2515/57/f8/c21257a743416/page.ht...
[4] - https://www.ft.com/content/1ed0b791-a447-48f4-9c38-abbf5f283...
[5] - https://www.ft.com/content/81700fc4-8f23-4bec-87e9-59a83f215...
[6] - https://www.tagesschau.de/inland/innenpolitik/ex-mitarbeiter...
[7] - https://www.lemonde.fr/societe/article/2024/07/02/deux-espio...
[8] - https://www.intelligenceonline.fr/asie-pacifique/2025/12/23/...
Also EU doesn't have fiscal freedom. Germany is the only country barely keeping it together and without any hard reform France is a ticking time bomb when it come to its debt-to-GDP.
So this is great and all but it's too little too late.
The EU and USA have similar total GDP measured by PPP, and USA spends 3.4%. So 10% would be wildly excessive by any measure. In addition the EU has three times the population of the unstated enemy, Russia.
But it's true that this initiative is happening too late.
I see this argument a lot, and I think it's totally bunk.
The point of military spending isn't to sacrifice a certain number of goats at the altar to ensure the gods' favor, it's to acquire the means to enforce a nation's interests. In our highly industrial age, that means all sorts of ships, submarines, aircraft, launchers and spacecraft, armed and armored vehicles, autonomous {air, ground, sea, undersea} platforms, all sorts of munitions, deep magazines, production lines, domestic supply chains, etc. etc. etc.
The US has spent 3% - 5% of its GDP on its military since 1990, and the US still enjoys the benefits of much of that accumulated spending. Five Nimitz-class aircraft carriers were built even before 1990, when the US was spending 5% - 7% of its GDP on its military. The US still operates B-52Hs, which were built in the 1960's. Even beyond ships and airframes, continued funding of programs and capabilities sustains a sort of inertia of know-how and industrial capability that, once stopped, is difficult and costly to get going again.
Just comparing military spending at a snapshot in time isn't a good way to compare military capabilities and potential. If European nations wish to replace what the US brings to the table, it's going to take a crash rearmament program and very high military spending (easily 10%+ of GDP) for a decade or more. And also a unified command structure, unified procurement, and ultimately probably proper federalization. All of which are, unfortunately, pipe dreams.
Then again, in the current system it makes sense, since there is no EU army, leading to huge overhead for each country.