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There has been some effect. A New York Times article from a couple months ago pointed out some of the impact. Microsoft has lost a number of contracts, including a pretty significant one with the government of Brazil. It’s hard to get accurate numbers, but an analyst at the Information Technology and Innovation Foundation estimates a potential loss of $35 billion by 2016 for the cloud computing industry. Forrester puts potential losses to US businesses even higher, at $180 billion. However, US companies are already taking steps to mitigate the damage by spending millions of dollars to construct new data centers outside of the US where they will be less exposed to NSA data theft.