Every comment here revolves around the question of whether of European customers may choose to relocate services in the EU as an alternative to dominant US ones. The background is that the US is now an "unreliable ally".

I see something else. If Europe has anything to offer (and because we are technically behind it is neither price nor quality), it must be based on political values.

The USA is an "ally in distress". What I am wondering about is those US customers who will now relocate to Europe where democratic values are better defended. If Europe can demonstrably uphold those values, given the true democratic spirit of the US people, then I see more than a "local first" movement for Europe. We can also anticipate an exodus of US principals in exile taking refuge in EU.