From what I gather, the bigger challenges for businesses are more about the tech ecosystem Microsoft has built. It's hard to just swap out core services like AD without huge disruptions.

The first paragraph links to an article about how the International Criminal Court ’s chief prosecutor has lost access to his email.

This has caused some governments to worry. What if MS was ordered to block access to their software because the US wanted to apply pressure?

Yeah, I can see how events like that raise real concerns for foreign governments relying on US-based infrastructure. Even if Microsoft isn’t directly doing anything aggressive, the potential for state pressure is enough to make countries want more control over their tech stack