And, something about New Law (vs Policy enforcement by administrator of agencies or political elected leadership positions), to prevent damage from speech .. via Facebook.
I wanted to fast-forward past this second question, as I think it's a red herring here -- Facebook Management and their operation in the USA is not legally beholden to the government of China. Tiktok is, so it's different. So I rejected the second question.
Then back to the first, the notion of free speech and taking offense. I recognize free speech is not total, as I understand my rights here in the USA. And I see corporations as existing Only by sanction of government. Therefore the authority still rests within the State to moderate corporate behavior.
Tah dah .. that's why I think it's the correct point.
What am I overlooking?
Then, the hypothetical (?) about Oracle and Germany, yes. If your company reasonably can expect to be seen to be working with a partner, that's offering services similar to Oracle, and which is legally obligated to the worldwide operation constraints of an enemy of the state of your company's incorporation (USA), like China, then yes.
Where does it stop? Should my company by eyeing a switch to Oracle services because SAP is German?