relying less and less on US tech

Not just US vs non-US, but any hard dependency on a 3rd party is a risk to any service level agreement. In my opinion any service reaching out to a 3rd party should at most be a value added service not a core part of a business and certainly not part of any contracts. If I had to choose a phrase for businesses that build dependencies on 3rd parties it would be "fragility as a disservice" or FaaD and investors need not risk investing into a fragile model.

The same must apply to individuals. One's career must not depend on a 3rd party service or their career stability and growth are at the whims of the wind of change.