The concern this year is that the United States could block software made by domestic companies from being used by other countries. Under the Trump administration, foreign countries are starting to realize that relying on such software can cripple operations and, in more serious cases, expose them to intelligence agencies. The Register reported last weekend that Airbus is considering moving its critical systems out of infrastructure owned by Amazon Web Services, Google and Microsoft for the above reasons.
The systems considered critical are Enterprise Resource Planning (ERP), manufacturing, Customer Relationship Management (CRM), and aircraft design, and they will be moved to a sovereign cloud system operated by European companies. This is because they see sensitive national and European data as having to be under European control.
The decision comes after the Trump administration has repeatedly warned the EU over actions such as fines imposed on technology companies such as Apple, Google and Meta over the past three years. The latest case is the Chief Prosecutor of the International Criminal Court (ICC) losing access to his Microsoft account after being sanctioned by the United States. This is all because the ICC has begun an investigation into war crimes and genocide committed by Israel against the Palestinians.
Outside of Europe, the United States has blocked Huawei from using Google GMS and Microsoft software licenses on their products to put pressure on China in trade talks that are still unresolved to this day.