The flip side is that many kinds of business activity will drop. For instance, airlines will be consuming less computing resources. Some elite universities will be doing remote education, but in the end they will be doing less education.
Cloud providers also let out quite a lot of capacity at low prices on the spot market. I have trained neural networks at deep discounts and if capacity becomes tight for systems that are guaranteed to run, those low prices will go away.
I don't know about others, but AWS has support centers in many different places, if the epidemic hits different places at different times, they will always have support staff somewhere who are OK.
If anything is going to break it is going to be the access networks of residential service providers. We haven't seen "middle mile" underinvestment to be as much of a problem as it used to be, but if daytime load increases dramatically, you will see some internet providers get laggy for teleconferencing, ssh, ...