(albiet a less than good source) Reddit seemed to say, this is functionally an INCREASE in the amount of nuclear weapons France will wield, and represents a force increase predicated on the strong belief the American nuclear umbrella cannot be relied on. The subs wield 10 warhead, 100kt MIRV and so they will be fielding more missiles capable of hitting more targets.

I can see this being both good and bad for Europe. Good in as much as its the kind of self reliance Europe needs, and America has been pressing for, and Bad in as much as Russia will be very very upset, and America will be saying "no, not like that" in a belief the more compliant AUKUS process was going to do an outcome more favourable to the US.

With a strong domestic nuclear sector, and with committed orders for a new fleet of subs, this will boost french trade, and presumably also be somewhat economically useful albiet inflationary. Jobs and enhanced position inside the European defence posture.

Meantime, the Eurofighter "lets try again" edition is falling apart, and Rafale is saying "thats ok, we've got this"

I would say the French Defence Materiel industry is pretty happy at this point, as are french construction, downstream industry, nuclear, and military lobby interests.