Some people in the US deride it's close allies as "freeloaders" because they choose to use and buy US tech, reinforcing the US's position as a global powerhouse. (Meanwhile US tech is built on the shoulders of their allies.) Now we see these same allies are starting to look inward and invest in technology they own completely because the US is acting decisively not like an ally. Something unthinkable since WW2. I don'…
I agree, this is a good thing. Long term stable large contracts are great simulation for a market. Airbus obviously has a large amount of military work, and its data needs to stay in Europe. What we also need is a faster acceleration of military spending so this can happen with more companies.
They are not. It can hurt Airbus very much if a provider says they can provide a certain level of hardware/software for 10 years and in three years the RAM or storage goes through the roof and the provider is not big enough to absorb all the losses.
People don’t choose the hyperscalers because they are based in the US, they choose them because they are too big to fail and have pretty much unlimited resources and have multiplr streams of revenue.