数字市场法案 (DMA)
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Amazon, Microsoft cloud services could face tougher EU rules
TechXplore· 2025-11-18 12:10
Core Viewpoint - Amazon Web Services (AWS) and Microsoft Azure may face stricter EU competition regulations as the European Commission investigates their market power and potential designation as "gatekeepers" in cloud computing [3][4]. Group 1: Investigations and Regulations - The European Commission will assess whether AWS and Azure should be included under the Digital Markets Act (DMA), despite not meeting the current thresholds for size, user numbers, and market position [4]. - A third investigation will explore the need to update the DMA to better address competitiveness and fairness in the cloud computing sector [6]. Group 2: Market Dynamics - US cloud providers dominate the EU market, holding approximately two-thirds of the market share, with AWS leading, followed by Microsoft Azure and Google Cloud [8]. - Recent service outages affecting major clients, including Alaska Airlines, have raised concerns about the reliability of these cloud services [9]. Group 3: Industry Response - AWS expressed confidence that the dynamic nature of the cloud computing sector, characterized by innovation and low costs, should prevent the designation of cloud providers as gatekeepers [5].