Earlier quoted context omitted.
Out of curiosity how much of this is a manifestation of the utility of LLMs? I get the current political impetus right now but also the barrier for swapping out an infra stack was also much higher 2 years ago. From my own projects major swaps are now relatively trivial which means that vendor lock in is weak.
Precisely none of it is related to LLMs. It's related to the political situation and the possibility of trade war and tariffs.
But especially that Microsoft blocked the work email of the ICC lead prosecutor for political reasons, that has all alarm bells ringing.