cloud competition

The European Commission’s decision to open three formal market investigations into Amazon Web Services (AWS) and Microsoft Azure under the Digital Markets Act (DMA) marks a decisive escalation in Brussels’ attempt to bring hyperscale cloud infrastructure within the EU’s ex‑ante regulatory...

The European Commission has opened a trio of market investigations into the cloud businesses run by Amazon Web Services (AWS) and Microsoft Azure — a move that explicitly tests whether hyperscale cloud platforms should be treated as “gatekeepers” under the Digital Markets Act (DMA) and whether...

The European Commission has opened formal investigations into Amazon Web Services (AWS) and Microsoft Azure to determine whether the two dominant cloud providers should face tighter controls under the EU’s Digital Markets Act (DMA), a move that could reshape cloud competition, enterprise...

The European Commission has opened formal market investigations to decide whether Amazon Web Services (AWS) and Microsoft Azure should be treated as regulated “gatekeepers” under the EU’s Digital Markets Act (DMA), and has launched a parallel, horizontal review of whether the DMA’s toolbox is...

The European Commission has launched a trio of market investigations that put Amazon Web Services and Microsoft Azure squarely in Brussels’ crosshairs, opening the possibility that the two dominant cloud providers could be treated as regulated “gatekeepers” under the bloc’s Digital Markets Act —...

In a fast-moving episode that reshapes the European cloud competition narrative, the Cloud Infrastructure Services Providers in Europe (CISPE) — through its European Cloud Competition Observatory (ECCO) — has signalled a turning point: Microsoft has been moved out of the amber category after...

Google Cloud has publicly reminded regulators that it filed a formal antitrust complaint against Microsoft’s cloud licensing practices one year ago — and warns that little has changed while competitors, customers and regulators continue to grapple with pricing, portability and potential vendor...

Google’s formal complaint to Brussels ratchets up one of the most consequential regulatory fights in cloud computing: the search giant says Microsoft’s cloud licensing practices lock customers into Azure, harm competition and security, and should prompt fast antitrust action from the European...

Oracle’s latest financial quarter did more than surprise investors — it rewrote the short-term narrative for how legacy enterprise vendors can compete in an AI-first cloud market by converting a mountain of booked contracts into a five‑year infrastructure roadmap that, if executed, would elevate...

The OpenAI–Microsoft relationship has entered a new phase: a non‑binding agreement and a broad infrastructure push known as Stargate together loosen the old model of single‑cloud exclusivity while preserving deep commercial ties — a shift that will accelerate AI deployment, reshape cloud...

Amazon Web Services has lost Jon Jones, its vice president who ran the global startups and venture-capital outreach, in a move that crystallizes a wider 2025 pattern of executive churn and intensifying competition for AI talent across the cloud sector. Background / Overview Jon Jones joined AWS...

Google Cloud’s surprise removal of certain EU and UK data transfer fees dramatically reshapes the short-term economics of multicloud strategies and adds fresh momentum to regulators’ efforts to break hyperscaler lock‑in. Background The European Union’s Data Act is the legal backdrop for this...

Alibaba’s Cloud Intelligence unit has vaulted from strategic experiment to the company’s primary growth engine, reporting a 26% year‑over‑year revenue jump to RMB 33.4 billion in the most recent fiscal quarter as management doubles down on generative AI, model hosting and a headline RMB 380...

Alibaba’s Cloud Intelligence business is no longer an experimental bet — it is the engine powering the company’s reacceleration, but sustaining that advantage will demand flawless execution across infrastructure, monetization and geopolitics. Background Alibaba reported that its Cloud...

The UK government’s five‑year Strategic Partnership Arrangement 2024 (SPA24) with Microsoft has crystallised into one of the most consequential technology procurement decisions of the decade: roughly £1.9 billion a year in public‑sector software and services, approaching £9 billion across the...

In the rapidly evolving cloud computing landscape, Microsoft Azure and Google Cloud are making significant strides, challenging Amazon Web Services (AWS) for market dominance. Recent financial reports from the quarter ending June 2025 highlight this shift, with both companies reporting robust...

Microsoft’s transformation into a cloud powerhouse reached a new zenith as it became the world’s second $4 trillion company, propelled by a surge in fiscal fourth quarter earnings. The latest earnings report signals not just the sheer scale of Microsoft’s dominance, but a pivotal acceleration in...

Bharti Airtel has unveiled a transformative suite of cloud and artificial intelligence solutions, positioning itself to disrupt the enterprise and telecom technology landscape across Asia and Africa. Through its digital services arm, Xtelify, Airtel has set its sights not only on the surging...

Amazon Web Services (AWS) has once again demonstrated why it remains a powerhouse in the artificial intelligence (AI) cloud sector, beating out rivals in profit growth and cementing its dominance over competitors such as Microsoft Azure and Google Cloud. Even with a seemingly modest 17%...

The latest earnings season has confirmed a seismic shift underway in the cloud computing landscape—a shift powered overwhelmingly by generative AI. While all eyes remain on the industry titans, namely Microsoft Azure, Amazon Web Services (AWS), and Google Cloud, it is the accelerating divergence...