I feel like building datacenters and filling them with chips may be more valuable than creating sovereign models. xAI I think makes more money renting datacenters to Anthropic than with the models they trained, and they could pivot thanks to their datacenters. By making regulations easier than in the US, this could bring some computing power to Europe, which then can be used to train sovereign models, or rented to big AI labs.

Also, when training models, you create talent that then could go to other countries (brain drain). Restricting that brain drain without imposing authoritarian restrictions on the movements of people seems hard, so it seems hard to keep talent as a competitive advantage. If instead the competitive advantage is datacenters with chips, power capacity building, fast path to building datacenters, I think they are easier to retain while preserving the rights of everyone involved.