The Chinese models are open weights, so they can host & finetune them in the EU. Mistral is calling them "European Compute Units". Mistral has pivoted to become a hosting provider of open weight LLMs.

"Mistral’s platform will support third-party open models, starting with Z.ai’s GLM-5.2. This and future open models will run on the same infrastructure, regional controls, and service commitments as Mistral models, so customers can broaden model choice without fragmenting where their AI runs."

"European Compute Units, or ECUs, convert those commitments into access to Mistral-built infrastructure over multiple years."

https://mistral.ai/news/regional-inference-open-models-new-c...