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.

They know it and they try to slow it down as much as possible.