alt Hacker News> "for more resilience against a backdrop of increased geopolitical risk." is just nice wording for "Trump is burning down all bridges".
It is more multifaceted than that. To wit: they're leaving a substantial amount still in North America.
America's actions is a big part of it, but it isn't the only reason.
It's a hedge against the risk of the current government. Leaving a bunch here is part of the hedge. It's not as "multifaceted" as you're making it out to be.