Just because other media outlets haven't reported on the big hack, nor the lack of evidence and denial by involved companies is enough to dismiss it.
You think Apple can pull their supply chain tomorrow out of China?
I don't believe Amazon would give Alibaba et al a better excuse to strong arm Chinese entrepreneurs on their platform because it is losing the battle in every single market Amazon has a real storefront.
After Amazon clearly stated they are off Oracle Larry Ellison has been touting that SAP lunch is up for the grab and all SAP customers are moving to a legit Larry setup. Sap denies any migration taking place.
When Larry starts to mention a market it is a signal is innovation can be expected from his competitors. AWS Aurora, Google Cloud Spanner that are competing with Oracle legacy solutions.