Yes, its the US cloud act risk EU companies run up against on hyperscalers like MS/AWS.

Even for EU companies running open weights on EU stacks LLM inference on the GPU must process plaintext and I can't find any EU provider with NVIDIA H100/H200/Blackwell CC mode plus SEV-SNP or TDX, where you can cryptographically verify the workload ran somewhere the operator cannot inspect.

Personal compute is therefore the only option if you want personal autonomy privacy for IP &c. Maybe another option is to use cloud compute rented to fine tune a personal model that suits your own needs that would help bring the cost down, I don't know enough about this area to know if it kills the "intelligence" of those domains due to limited ?cross-verification within the LLM.