afaik prices for the big cloud providers haven't changed this much. Their instance prices are already inflated and they're probably willing to eat into their own margins to keep prices stable and just wait out the capex increase (also probably a drop in the bucket next to the hyperscale rollout).

People love to say how great it is for these alt clouds to have lower prices, until they're exposed to market forces with a company unable or unwilling to eat their profit margins.