France is half a generation ahead of the British in terms of 6th gen, the French are already earning revenue from CMC. The M88 nozzles are CMC, the LEAP engine also uses French CMC. But both countries are obviously on par with 5th gen.
Btw, what we need from the engine is entirely up to us. All the Europeans are giving us is the 5th gen hot parts. If we want VCE or not, it's up to how GTRE designs the cold parts 'cause that's where you decide the airflow, ie, inlet guide vanes and LPC.
P&W's original XA101 from 2017 was quite literally an F135 with a three-stream fan. They had called this the Growth Option 2 for the F-35. Then they worked on a redesigned core with CMC to develop the XA101 to make it more competitive with GE's XA100.
Let me break it down.
AMCA's 5th/6th gen journey by Safran is two phase. First phase, we get a non-adaptive 120 kN engine and the second phase will see a thrust upgrade to 140 kN. The engine will be modular and scalable. The first phase will finish by year 7 and enter production (2036 operational, 2038 AMCA in service), the thrust increase is meant for year 12, so about 15 years from contract before it becomes operational (perhaps 2041?, 2045 for AMCA NG?). And like the F-35's GW 2, the engine will see the front-end cold parts replaced with multi-mode vanes and a new fan module for VCE without touching the hot parts. So Safran delivers the 5th gen engine by year 7 for AMCA and then we adapt it with VCE, AI-integration, next gen thermal management etc (cold parts) and turn it into a 6th gen engine while the French deliver the thrust upgrade (hot parts). In the meantime comes replacing the nickel SX with CMCs, probably for MLU or whenever it becomes available. We may have to develop our own CMCs for the turbines, the French are gonna deliver CMC for other parts.
Rolls-Royce's offer is a better deal in terms of technology. Their engine scales from 120-152 kN. Their core is not from a previous design like M88, it's a new one. It comes natively with VCE instead of France's modular approach. It will be more stealthy in terms of IR signature. But the main drawback is it will take longer develop, which defeats the purpose.
So France offered mature tech whereas UK offered more advanced tech. We were to go by how dangerous we want things to get and we decided to go with France 'cause we are boring.
The French version completely derisks engine for AMCA and the growth potential is also good. With 140 kN, the IAF gets a 14T airframe like SCAF and GCAP, and IN gets a 16T design. AMCA NG could become a 14T tailless design powered by this engine. The IN's next gen aircraft too.
Once a contract is signed, the Europeans tend to deliver. And if geopolitics is a problem, then we can't buy engine tech from 2 European countries while dealing with the same problem. Your geopolitics argument makes more sense if the other partner is non-European due to the potential scale of the seriousness of the problem that;s enough to affect existing contracts signed with Europe.