The EU has the capacity, but will be working closely with other partners like India, Japan, South Korea, Israel, Vietnam, and the UAE as capital and/or technology partners.

For example, Eutelsat - which is providing the backbone for GOVSATCOM and IRIS2 - is a three-way partnership between India's Bharti Group (Sunil Mittal), the French, and the UK. Or GCAP where Japan's Mitsubishi Group is acting as both a technology and capital partner to Italy and the UK.

This was also a major driver behind the EU-India Defense Pact and the EU-Vietnam Comprehensive Strategic Partnership - both of which were overshadowed by the EU-India FTA.

A multilateral organization like the EU has the muscle to integrate and cooperate with other partners, which is something that shouldn't be underestimated, as this builds resilience via redundancy.

Edit: Interesting how this is the second time [0] in the past few weeks where an HN comment I wrote that was optimistic about the EU's capacity was downvoted. There's a reason the PRC is still conducting industrial espionage on EU institutions [1].

[0] - https://news.ycombinator.com/item?id=46696996

[1] - https://www.intelligenceonline.fr/asie-pacifique/2026/01/14/...