Don't take the Canadian market for granted.
There's a strong desire to forge closer links with the EU now and reduce dependence on products that could be weaponized against us at any time. Geographic proximity doesn't count for much when it comes to software.
It should also go without saying that Canada already had a vertically integrated telecoms giant in RIM/Blackberry that handled end to end smartphone comms globally in the 3G era, right down to compressing emails through their servers so they could be transmitted efficiently over 2G data networks.
Unfortunately Blackberry was heavily dependent on US telecoms and corporations buying their servers and devices to pad their profits. And since then, local engineering talent from the Kitchener-Waterloo region has been siphoned off by Silicon Valley money, mostly to craft elegant solutions to deliver more ads to your devices.
Canada is subject to the Monroe doctrine. Forge a link too close and there will be intervention of sorts.
Not only software. Think back to who supplied the vaccines during COVID.
> weaponized against us
I take a more optimistic stance here. Trump can only live so long, and everybody except basically Trump and John Bolton knows that the majority of his idiotic tariffs (and nonsensical belligerence like pretending NATO control of Greenland doesn't meet all our defense needs) are wealth-destroying on net, as well as wealth-destroying for at least 10x the number of people than they help (many of them I'd say 100-1000x as many). When Trump leaves the stage, those who replace him will either be Democrats sprinting at full speed from all his policies to demonstrate how not-Trump they are, or Republicans who want to grow the economy. Either way, the stupidity in a lot of his policies is a temporary condition.
Note that I'm not saying everyone should give the US a pass or maintain as much economic and defense dependency on the US. But I think it's hyperbolic to make all your long-term plans assuming something as stupid and self-defeating as his worst anti-ally policies are a new normal, because they harm the US at least as much as they harm everyone else, and everyone but those two knows this.
But they EU doesn't make any software... So unless Canada is willing to go with Chinese software which would kinda invalidate any "moral" ground they have and well frankly the USA wouldn't allow it seems like the USA can take it for granted.
With 40M people, Canada is about half the size of Germany in terms of population and GDP. Also smaller than France. Canada is more similar in GDP to countries like Italy. The Spanish economy is a bit smaller but it has slightly more people (48M). The EU + UK is a bit over half a billion people.
The thing with Zoom, Meets, Teams, etc. is that these aren't that hard to replicate. There is not much of a technical moat. It doesn't take a very large startup to create your own version of that. And given what a basket case teams is, it's also not that hard to do much better. There have been plenty of alternatives over the years. Network effect is what drives the growth there, not technical quality.
So if the French want to use something else, all they have to do is pick something and they might get the network effect through mass adoption. That would work better if the whole of the EU does it of course. We'd still need a solution if we want to talk to people in the US. The reason why US drives the network effect traditionally is its trade relations. It's convenient for everyone to use the same tools and solutions.