They are going to have a much harder time weaning off American cloud infrastructure and on to something purely domestic.
Which they are.
AWS has more services, but a lot of those are of dubious quality. I'd love to never have to use redshift or EMR again for instance. OVH is more basic, but what it has tends to work at least.
Globalization appears to be self imploding by virtue of the current american president.
Now everybody realises you can trust no one.
If providers like OVH play their cards right, they can use this sudden influx of cash to both scale up, and improve their offerings. There's a lot of money on the table right now.
Not true.
But you know what the best thing about the EU companies is ?
Transparent pricing.
EU company: Yes, you really can accurately calculate to the nearest cent how much your compute instance will cost you and exactly what you are getting for that money. No surprises.
US company:Is that Compute Savings Plan, EC2 Savings Plan, On-Demand or Spot. What speed is my network "up to" ? And then of course the big "I DUNNO" in relation to "how many IOPS am I going to be charged for EBS disk transfer ?"
EU company: Of course we don't charge you for LIST etc. on S3. We only charge you for off-network GETs and the associated data transfer, on-network is free.
US company: What do you mean LIST etc. should be free ?
You know what else I like about the EU companies ?
At least two of them allow pay as you go from a reducing credit balance.
Yes that's right US companies. It IS possible to give your customers a way to 100% guarantee you will never have an "oops I just spent a million dollars overnight" moment.
Resilient cultures are by definition market inefficient.
The problem is when US decides to ban sales of compute hardware to EU (like they do to China). Then it will be clear who's really in power.
Being cynical AWS has more services because many of those are deliberately siloed in order to create a separate billing item, i.e.:
"You want to use AWS Foo ...great, welcome to AWS ! But unless you want to re-invent the wheel re-programming the standard workflow, you should really use AWS Bar and AWS Baz alongside it. Dontcha' like all the cute names we've given them ? Here are all the price sheets, don't forget to read the small print ... good luck figuring out how much it will cost you".
If China closed the door overnight to the US, it would also be clear who's really in power.
The US simply does not have the capacity to replicate the manufacturing domestically.
Even if it were possible, "100% Made in the US" would end up costing at least 20–30% more.
And the US does not have a plan B. Sure there might be India .... one day....years away.
The worst thing in the long-term for American hardware makers is for the US to block other countries to purchase from them and having that money invested in alternatives.
I keep wondering though. Is insane amount of compute really that crucial? Aren't most real computing needs served well with not so cutting edge tech? I am 5-10 years behind on most of my machines. Servers we have at work are very modest (and outdated) yet the software these servers power are still valuable. Maybe EU could run on some domestic RISC-V cheapo chips.
I assume, then, that culture would be doomed to fail.