Microsoft's future if a Balkanized Internet comes to pass?

http://www.theatlantic.com/magazine/archive/2014/07/the-end-of-the-internet/372301/

I hope they hedge their bets. Nadella should not put all of his eggs in the one basket of Cloud Computing. I've also read that they are quickly increasing the capacity of their localized datacenters in the various regions to comply with possible changes to local laws.

Opinions or any hard info, anyone?