My anecdotal evidence from France and Germany is that there is very much a trend to look for non-U.S. alternatives which is somewhat recent. It is related to the current government, not really politically motivated but more of a "no guarantees/cannot rely on this partner anymore" thinking coupled with a bit of "WTF annex Denmark, really". Many companies have task forces or projects to investigate moving tech stacks and in the past this was not even an agenda topic (despite strategic advantages and potential cost savings).