> everyone but the US is now looking to divest from them as fast as possible

This! EU is now in full "decoupling" mode, many future contracts are now under reviews and plans how to preserve sovereignty.

Btw seeing what ArtCraft does it is now really realistic. Will it be SuSe + Mistral, or a kind of ArtCraft like vibe coded solutions?

Why is GCP even worse?

It'll be interesting to see what orgs are excluded. Maybe it's a cull of Xbox. Maybe it's a cull of core Windows/Office SDE and/or Azure.