Any company that is going to negotiate with a cloud company, or that is going to compete with a cloud company, should avoid using any services from that cloud company. Otherwise you risk giving them access to strategy papers, or even internal communication about strategies or negotiation limts.
Cloud companies are some of the biggest customers of hardware companies like AMD. Eventually they will come to a point where they negotiate.
That's a pretty serious accusation. The reputation of things like O365 and Google docs/mail would be shattered if it turned out that MS or Google would be reading internal documents or emails of other companies for anti-competitive purposes.
Sure, sometimes there is special sauce in the drivers too
But mostly it’s just culture. Hardware companies also don’t like cloud software…because they think on prem is safer or whatever