@kim_harding given how intertwined the market is, I'm fairly certain that there is not enough independence/diversity for other companies to be insulated from a "AI line goes down biggly" event. IMHO Goldman Sachs is selling (reverse) shovels here.
Denmark Begins its Exit from Microsoft — and This is Just the Beginning https://itsfoss.com/news/denmark-road-traffic-authority-ditches-microsoft/ The move is part of a government-wide effort to reduce dependency on Microsoft software. The traffic department's move is just the beginning.
K