Good question. I don't think it has that much of an effect, as none of the above compete with businesses like OVH on price at all.
Companies like OVH that sell low priced are basically real estate investors (and, in fact, a number of real estate investment firms are large data centre owners) with various degrees of value-adds, but where the way to grow your profit margins is to identify lower priced property and cheap power relative to your competition and wait for your capital investment to appreciate.
AWS/Azure/GCE on the other hand are tech play where they are getting their huge margins on value adds or perceived value adds and are much less directly affected
Companies like OVH that sell low priced are basically real estate investors (and, in fact, a number of real estate investment firms are large data centre owners) with various degrees of value-adds, but where the way to grow your profit margins is to identify lower priced property and cheap power relative to your competition and wait for your capital investment to appreciate.
AWS/Azure/GCE on the other hand are tech play where they are getting their huge margins on value adds or perceived value adds and are much less directly affected