No one is going to walk away from that kind of alliance tomorrow, sure. Stuff like "we're going to remotely disable military equipment we've sold you" is going to have consequences though. It's not walking away from alliances, it's just focusing on more stable countries.
It's "block everything that depends on US clouds", which is a considerable downgrade (because you can't upload all mission parameters to an airplane without going through the cloud, and you can't use self-diagnosis features), but not entirely a kill switch. Close enough, though.
