Microsoft (NASDAQ:MSFT) is "using its strength" in the software market to make it harder for Amazon (NASDAQ:AMZN) Web Services and Google (NASDAQ:GOOG) (NASDAQ:GOOGL) Cloud to compete for cloud customers in the U.
UK regulator files report on health of local sector, says technical barriers and Redmond's licensing practices hurting smaller rivals + customers The UK's market regulator says "competition is not working as well as it could" in the local cloud services sector,
Many Amazon cloud clients want to test and evaluate DeepSeek's AI capabilities, according to an internal AWS document obtained by BI.
If the companies are found to have ‘strategic market status’ then they could face restrictions on egress fees and software licensing.
The U.K.’s Competition and Markets Authority’s independent inquiry group has published provisional findings following an in-depth assessment
The Competition and Markets Authority’s (CMA) independent inquiry group has published provisional findings following an in-depth assessment into cloud service
The CMA has published the provisional findings from its long-running investigation into the UK cloud infrastructure services market, and is considering taking targeted action against AWS and Microsoft out of concern about the competitive impact their hold on the sector is having.
The UK’s Competition and Markets Authority (CMA) will take a closer look at Amazon Web Services and Microsoft's cloud dominance.
Amazon has reported a very high operating margin in AWS for the last three quarters, which has helped boost the overall operating income and EPS. Read more here.
Amazon's Q4 is poised to benefit from strong AWS growth in generative AI and robust holiday sales, but capacity constraints and proprietary tools create long-term risks. Read more here.
MICHAEL BROWN is a Partner at Shield Capital, a Senior Distinguished Fellow at the Institute for Security and Technology, and former Director of the Defense Innovation Unit at the U.S. Department of Defense.
Amazon.com, Inc. (NASDAQ:AMZN) continues to dominate the e-commerce and cloud computing landscapes, with analysts maintaining a bullish outlook on the company's prospects for 2025 and beyond. The tech giant's market capitalization stands at $2.