A Germany that blows up the Anglo-German naval agreement and prioritizes the Navy over the Army? I mean I guess France could use the Carriers when they're finally complete - they'll be in Berlin by then.
Germany over-invested in her Navy outside U-boats as it is, what you're proposing is going to result in Germany both antagonizing the UK even more than OTL, while being unable to beat France. Hell, they might not be able to beat *Poland*. They're starting from hideously behind, they don't have enough slips (the British can outbuild them), the economy is already overheated and resource bottlenecked, everything they do build is diverting from the Army and the Air Force, and, ultimately, the Navy is a strategic luxury, not a necessity.
I could also see this resulting in a coup as well, as the Army is *not* going to be happy about this.