Source report for the article: http://www2.itif.org/2013-cloud-computing-costs.pdf
I always laugh at graphs who move steadily upwards from the beginning of recording to the present, but then do insane things like dip dramatically and then rise prolifically in the future, like figure 1 in the report.
After looking at the endnotes for this report, it's clear that the writer has actually bought the meaningless blustering these companies and governments are doing. Threats, promises, and warnings aside, there's a distinct lack of actual action on the part of governments and companies towards this idea of harming US companies for what their government did.