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> I wonder what the common thread is.

Regulation.

For China I would assume like other services, if there's some cloud involved, it should be on Chinese soil and accessible to China.

For EU harder to guess, but again the lock-in with "Private Cloud Computing" feels related.

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It could be because a digital signature could be use to track without consent.
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Nah, it’s an optional feature, so by using it you provide express consent. GDPR gives users more data ownership; GDPR does not stop you from choosing to do what you want with your data.

It’s likely DMA — Apple would be required to provide APIs for signing for 3rd party apps too.

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