At that point government would step in and nationalise that part of the company :-)
More seriously I can see cloud going the way of telecoms in that there would be a provider of last resort if a telco goes bust another operator takes over to provide service.
But their business is built on providing this service. At what point would Amazon, Google or Microsoft say "we don't want that $xB in revenue, just turn it off. NOW!
Is that what you're suggesting is the future?