At the top you're saying that no one has seriously committed to it, and at the bottom you're saying there's not an easy/quick/cheap solution.

But I think the thing you have to consider, and the thing US companies should fear, is if the Tariffs make this a case for a serious commitment. If I'm in the EU right now, I'm looking at all of my dependencies on US, and I'm wondering how many jobs I can create by investing in separating myself from these services ASAP. And given that the US is about to be crippled in their buying power of any silicon I would fully expect to be able to build out Data Centers in the very near future on the relatively cheap because the competition just got hamstrung in the market.

Additionally, you can turn up software pretty quickly and just iterate on it with a small number of developers. The problem they have to solve isn't "how do I write software?" The problem they have to solve is "how do I deploy that software." And the US just gift-wrapped them cheap DataCenters by starting a trade war with the major chip manufacturers.