+1 to this concern from our Very Large customers in the EU.

Today, AWS, GCP, etc. are omnipresent, so there are plenty of counterexamples; however, the growing concern is, "How do we become less reliant on AWS in the next decade?" There is no answer to that today, but this adds growing friction for any USA-based B2B vendors who implicitly say "we will increase your ties to the USA forever". This concern about hyperscalers predates recent counter-USA movements, and feels like a one-way road.

Definitely. In a lot of companies (especially in Germany) management is looking how they can reduce their dependency on US clouds. For example by moving to something like Scaleway, the LIDL (Schwarz digits) cloud, etc.

Getting deeper into US clouds is not something which aligns with the "goal on the horizon" of most managements.