Earlier quoted context omitted.
> And China doesn't (didn't?) allow foreign companies to operate in China without a local partner at all Tesla was the first to buck this trend.
Just for cars. Microsoft has been independent in China since the late 90s, although they had to find a partner to do Azure.
By "finding a partner" you actually mean have Azure-branded services provided by Chinese companies through isolated data centers.
Which kind of proves OPs point.