> If my state had a similar spat with Cloudflare would we be in danger of losing the infrastructure we've grown to depend on?

Absolutely. And if any of their competitors claims they can guarantee that they won't ever (have to) pull out somewhere for political reasons, they're lying or ignorant. You cannot escape politics. One election or new law can redraw the landscape overnight.

Also I doubt you "depend" on any single SaaS product where you're completely at the mercy of another company. There's probably nothing that you couldn't swap out in a pinch.