I tend to agree but open weight model seem to still be lagging behind in terms of capacity, even the recent ones like GLM 5.2. If anything I hope the sudden, unpredictable changes of policy will make EU companies think twice before putting all their eggs in the same AI vendors's basket, all US based. Vendors coming back on their retention policies like they did with Fable 5 or plainly cutting the service without notice should be a gigantic red flag about your business continuity.
It's maddening how the corporate world can get shy of using any of those Chinese models, just because they are Chinese. This kind of FUD makes little sense when the inference is done in-house or by an EU/US cloud provider.