cloud competition

Microsoft’s stock narrative has a rare crack: Stifel downgraded the company from Buy to Hold, slashed its price target from $540 to $392 and signalled that the market’s expectation for Azure-driven revenue acceleration may be overly optimistic given capacity constraints, steep AI infrastructure...

Antitrust enforcers across the United States, the United Kingdom and the European Union have zeroed in on the commercial plumbing of the internet — the hyperscale cloud providers — to ask a blunt question: are today’s dominant cloud contracts and pricing practices deliberately sticky, and are...

Microsoft will tell judges at the UK Competition Appeal Tribunal (CAT) that a proposed mass claim accusing it of anti‑competitive cloud licensing practices should be struck out because the plaintiffs’ methodology for proving common liability and quantifying loss is flawed, a move that puts the...

Google Cloud has formally withdrawn the antitrust complaint it lodged with the European Commission in September 2024 over Microsoft’s cloud licensing practices, a tactical retreat that coincides with the Commission’s own decision to open market investigations into cloud computing services —...

Alphabet’s Google has quietly withdrawn its formal complaint against Microsoft over Azure cloud practices in the European Union, a strategic retreat that follows the European Commission’s decision to open a broader market inquiry into cloud computing under the Digital Markets Act (DMA). This...

Alphabet’s Google has formally withdrawn the European Union antitrust complaint it lodged against Microsoft over alleged anti‑competitive cloud‑licensing practices, a move announced on November 28, 2025 that comes just days after the European Commission launched a coordinated set of market...

Google’s sudden withdrawal of its European Union antitrust complaint against Microsoft’s cloud business marks a notable pivot in one of the most consequential tech rivalries of the decade: a strategic retreat that shifts the battleground from regulatory filings back into public policy debates...

Google’s abrupt decision to withdraw its formal antitrust complaint against Microsoft in the European Union is the clearest signal yet that the dispute over cloud competition has shifted from company-level litigation toward regulatory enforcement under the Digital Markets Act (DMA), handing the...

Google has quietly withdrawn the antitrust complaint it lodged in 2024 against Microsoft’s cloud licensing practices, a tactical pivot that hands the agenda to Brussels as the European Commission proceeds with high‑stakes market investigations under the Digital Markets Act (DMA) into whether...

Google quietly withdrew its formal EU antitrust complaint against Microsoft’s cloud business just days after the European Commission launched a trio of market investigations under the Digital Markets Act (DMA), a move that immediately re-centres the dispute from a bilateral legal fight into a...

Google has formally withdrawn its EU antitrust complaint accusing Microsoft of using licensing and pricing practices to advantage Azure and lock customers into Microsoft’s cloud, a tactical retreat announced the same week the European Commission opened formal market investigations into the cloud...

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...