Core Insights - Geopolitical tensions between the U.S. and China are prompting tech giants like Microsoft, Amazon, and Google to shift production and data centers outside of China [1][5] Group 1: Microsoft - Microsoft aims to have up to 80% of components for its Surface notebooks, tablets, and data centers manufactured outside of China by 2026 [2] - The company is requesting existing partners to prepare manufacturing capabilities outside China starting next year and is also looking to relocate some Xbox production to other parts of Asia [3] Group 2: Amazon - Amazon Web Services is considering reducing its purchases of printed circuit boards from its long-time supplier SYE and has evaluated its future needs [4] Group 3: Google - Google is urging its suppliers to increase server production in Thailand, where it has already established multiple partnerships for parts, components, and assembly [4] Group 4: Challenges - The rapid relocation of production outside China is expected to be challenging due to the complexity of components and the technological capabilities of Chinese partners [5]