Category: Cloud Computing & AI
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The CMA’s new cloud market report shows it continues to be a liability for the UK economy and to ignore its government’s ‘strategic steer’
The UK Competition & Markets Authority is on the wrong track. Instead of focusing on what would benefit the UK economy, it is essentially a tool for Google.
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Google criticizes EU overregulation while demanding even more of it: contradictory positions on DMA and cloud/AI bill
According to preliminary findings by the EU Commission, Google is out of compliance with the DMA. But it wants to go beyond the DMA to harm competitors.
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Microsoft makes digital commitments to Europe: open access to AI, cloud infrastructure, pledges to fight for European customers in U.S. court
The commitments include a promise to uphold Europe’s digital resilience regardless of geopolitical and trade volatility, Microsoft has announced.
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Cloud is now primarily about AI for Google, except when playing regulatory capture with UK CMA, EU Commission, other agencies
In yesterday’s earnings call, Google parent Alphabet discussed its Google Cloud Platform business as part of its overall AI business rather than AI as one of many fields of use for cloud computing.
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Amazon and Microsoft tell UK competition watchdog that there is no separate market for cloud services used to power AI
Amazon and Microsoft tell the UK’s antitrust regulator that the use of cloud services for AI purposes does not constitute a separate market.
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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.”