As diplomacy and cloud collide, regions to watch: Southeast Asia, Latin America, the Middle East.
An added dimension to national competition is anti-trust and market structure. GCP and Azure lag behind AWS as cloud providers in terms of quality and services, despite an incredible array of talent, due to bloated mismanagement and cushy profit margins from other revenue streams. Google is a particularly egregious example of a tech company that fundamentally can not build new products, in large part due to their monopoly on search buffering every other division (cloud, maps, youtube, etc) from needing to be competitive. Structuring markets to require more competition in this incumbent heavy space is tied to national competition with China.