There's going to be other people working on the hardware separately to this. Hard to do, of course. Protectionism is a painful defenseive measure.
> you can't rely on OpenAI and Anthropic but you can rely on Nvidia, chips
Depends how hard you burn them. GPUs in this usage wear out fast from electromigration, but "we have no new ones and what we have lasts 9 months" is very different from "SaaS contract got Force Majure'd overnight".
All the EU sovreign cloud stuff right now is because governments fear Trump may invade, threaten to ban business immediately if we resist; SaaS cancellations cause harm instantly, before he TACOs out, whereas a hardware supply stop we may outlast him being told "no" by the stock market.
