yeah, they're going to have to build a new NATO-like alliance and go it alone. Seems like it would be a good thing if the EU had some military teeth of their own to give them more leverage in all the Bad Things going on now.
The French offer to extend their nuclear umbrella seems to me to have two purposes:
1. Deal with the immediate vulnerability opened by questions over U.S. Article 5 commitments to NATO
2. Try to get ahead of potential nuclear weapons proliferation among other EU states