Category: Cloud Computing & AI
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Google, Amazon bullish on cloud business units — contrary to regulatory complaints over alleged software licensing issues
Context: The UK Competition & Markets Authority (CMA) is conducting a cloud service market investigation, favoring Google over Amazon and both over Microsoft (January 28, 2025 ai fray article). In particular, Google and Amazon accuse Microsoft of designing software licensing terms in ways that distort cloud competition. What’s new: It’s earnings season, and all three…
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UK CMA releases preliminary ruling in legacy cloud market investigation, contemplating use of new law and favoring Google over Amazon and Microsoft
The UK Competition & Markets Authority today released its provisional findings in a cloud market investigation, with the current inclination being to use a new competition enforcement framework after the final decision in the current process.
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FTC releases Staff Report on AI Partnerships & Investments: collection of information and innuendo with unclear contours
Just prior to the transition of power in Washington, D.C., the Federal Trade Commission released a staff report on AI partnerships.
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Microsoft filing with UK CMA suggests Amazon and Google spend money on regulatory lobbying rather than software license fees
The software licensing-related part of the UK CMA’s cloud market investigation appears to lack a numerical basis to prove adverse effects on competition.
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Google to UK CMA: “AI … not yet an important consideration for customers’ choice of cloud providers”
Google’s cloud computing division tells the UK CMA that “the impact of AI on the overall UK public cloud infrastructure market remains uncertain.”
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UK CMA influenced heavily by Amazon, Google in software licensing part of cloud services market investigation
The UK Competition & Market Authority mentioned AI in connection with its cloud services market investigation, but the focus is drifting in all sorts of different directions.
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UK CMA cloud market investigation touches on AI-related trends, but prioritizes discounts, committed spend agreements, egress fees
The UK Competition & Markets Authority (CMA) released several updated documents last week concerning the state of play in its cloud service market investigation.