However you like it or not banning just one company is not a recipe for success. IMO the issue is in the procurement and how these tenders are worded. For instance, if the requirement is data residency backed by private keys and conf compute then put it in writing. The idea that some other vendor will come in and solve this problem without such a requirement upfront will not hold for long.

By and large MS problem is that our world gets fragmented and you need to have products that adapt, eg great firewall in China, strict data residency in Europe. It is difficult to achieve that without segmenting your products as well.