How much of the stuff that is under control of the US cloud companies has any need for being in an ‘AI’ datacentre?

Does a store of healthcare records need AI? The state portal for renewing passports? The tax administration?

I seemed to be able to use all of these things online before the latest boom in AI came along.

AI will be involved in all processing of data. Everything that is human work today will be done by AI tomorrow.

So if Europe will rely on US AI infrastructure, nothing is won by moving the old CPU bound processes off of US cloud infrastructure.