Out of curiosity how much of this is a manifestation of the utility of LLMs? I get the current political impetus right now but also the barrier for swapping out an infra stack was also much higher 2 years ago. From my own projects major swaps are now relatively trivial which means that vendor lock in is weak.
Besides some companies that were deep into the weeds of AWS and been pushed to enable and use every single AWS service by their reps, I don't think it's much harder/easier today than it was two years ago.
Sure, LLMs help a bit with the actual typing, but the hard part is still planning, alignment and actual execution, all which are best done by humans talking and working with other humans.
I don't think we're in the days of "Hey Codex migrate our AWS stack 100% to Hetzner VPS stat" yet, without issues along the way. Wouldn't claim it's impossible either, but again the easy parts were already easy, and the hard parts are still hard.
Some. Many companies have relied in the past on the fact that doing things is freaking complicated. Such as maintaining your own services instead of using something from a provider like AWS.
What used to be a half year transition project that will be half-assed due to resource constraints, can now be properly done in a month by a skilled engineering team works on it with LLM leverage.
Of course, if America was still a trusted ally (like if Harris was president), we still wouldn't be doing it. Even if it was easy now.
How do LLMs help with the mechanics of switching infrastructure stacks? Does writing code faster make infrastructure swap easier?
zero.
It is a manifestation of the commoditization of Cloud Computing Interfaces.
Every provider offers a blob storage, kubernetes clusters, queues and what not.
I'd argue that covers 90% of SaaS needs.
Precisely none of it is related to LLMs. It's related to the political situation and the possibility of trade war and tariffs.