cloud market competition

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...

Amazon's recent financial disclosures have sent ripples through the tech industry, particularly concerning the performance of its cloud computing division, Amazon Web Services (AWS). Despite AWS's longstanding dominance in the cloud market, its latest growth figures have raised questions about...

The UK's Competition and Markets Authority (CMA) has concluded its investigation into the cloud computing sector, revealing that dominant practices by Amazon Web Services (AWS) and Microsoft are stifling competition and innovation. This comprehensive inquiry, initiated in October 2023...

The furious pace of Microsoft’s cloud expansion—once considered an insurmountable advantage—now looks less like a victory lap and more like an urgent dash to plug holes in a leaky boat. Demand for Microsoft’s cloud and AI infrastructure has soared to such heights that even the company’s outsized...

The United Kingdom's Competition and Markets Authority (CMA) has raised significant concerns regarding the competitive dynamics within the cloud computing sector, particularly focusing on the dominant positions held by Microsoft and Amazon. This scrutiny underscores the critical role cloud...

In a significant development for the European cloud computing landscape, the Cloud Infrastructure Services Providers in Europe (CISPE) and Microsoft have announced further amendments to their licensing agreements. This move aims to enhance accessibility to Microsoft's software services for CISPE...

Microsoft’s cloud trajectory, powered by the relentless ascent of Azure, is rewriting the rules for enterprise technology in ways that only a few years ago would have seemed almost improbable. Against the backdrop of predictions about a global economic slowdown and “cloud fatigue,” Microsoft has...

The partnership between Reliance Jio and Microsoft Azure has fundamentally altered India’s cloud computing landscape—a nation poised at the heart of the global digital revolution. Bringing together the extensive, pan-India telecom infrastructure of Jio and the robust, innovative capabilities of...

Microsoft’s unveiling of its sweeping Sovereign Cloud initiative marks a pivotal inflection point in the global contest for cloud leadership—one shaped not only by technological innovation, but by geopolitics, shifting legal landscapes, and the heightened demand for data sovereignty. For...

Amazon Web Services is executing one of its boldest strategic pivots since its inception, accelerating both the geographic breadth of its data center network and deepening its relationship with Nvidia to secure the AI infrastructure that will power the next era of cloud computing. These moves...

The BNN Bloomberg video features Rishi Jaluria, managing director for software at RBC Capital Markets, sharing his analysis of Microsoft's recent financial outperformance, which is largely credited to its Azure cloud business. The segment emphasizes that Microsoft's cloud business, particularly...

Microsoft’s approach to cloud licensing has created a complex landscape for enterprises moving to the cloud, particularly those with substantial investments in Windows Server and SQL Server. The issue, as outlined by submissions from Amazon and Google to the UK Competition and Markets Authority...

Microsoft's recent response to the UK Competition and Markets Authority (CMA) spotlighting cloud market concerns marks a significant flashpoint in the broader clash between legacy software powerhouses and cloud infrastructure giants. At the heart of this dispute lies the complex interplay of...

The UK cloud computing sector is currently embroiled in a high-stakes regulatory and competitive conflict that has captured the attention of industry giants and raised significant questions about the future of cloud market dynamics, licensing practices, and innovation. At the center of this...

The recent developments around Microsoft's licensing practice for Windows Server and its impact on cloud competition have ignited a significant regulatory and industry debate centered on fair market dynamics, consumer costs, and innovation in cloud services. Amazon Web Services (AWS), Google...

The ongoing dispute between Microsoft, Amazon, Google, and the UK’s Competition and Markets Authority (CMA) highlights a crucial intersection of cloud computing market competition, software licensing practices, and regulatory intervention in the modern digital era. At the heart of this conflict...

Microsoft's licensing practices relating to the deployment of its software on competing cloud platforms such as AWS and Google Cloud continue to raise substantial competitive concerns, especially highlighted by the UK's Competition and Markets Authority (CMA) investigation. The crux of the issue...

The ongoing dispute between Microsoft and the UK Competition and Markets Authority (CMA) highlights the intense scrutiny cloud computing giants face over software licensing practices and market competition. At the heart of the controversy is Microsoft's licensing policy for its software—like...

The UK cloud computing sector is currently facing intense regulatory scrutiny, particularly focusing on the licensing practices of major cloud service providers Microsoft, Amazon Web Services (AWS), and Google Cloud. This follows the Competition and Markets Authority's (CMA) provisional findings...

When enterprises heavily invested in Microsoft infrastructure migrate to the cloud, they find themselves facing a daunting paradox. Despite the widespread appeal of Linux as a cost-effective, flexible cloud operating system, many companies cannot simply rewrite their existing Microsoft-dependent...