Was looking for this. It’s a great short story (it starts with real events and then predicts the future) leading to European fealty to US . Seems increasingly plausible.

> [Washington] piles pressure on The Hague to halt ASML’s remaining exports and servicing of its DUVi machines.

> The Commission backs the Dutch [...]. The European position fragments before it has properly formed.

That the EU would, after recognizing AI's value, freely give up control of its few advantages to the US, despite of this being a conventional trade issue which the EU has experience with, seems like a very pessimistic assumption.

(I stopped reading after that part.)