亚马逊、微软云服务面临欧盟守门人规则

2026-06-25 18:21

The European Commission issued a preliminary view stating that Amazon (AMZN) and Microsoft (MSFT) should be designated as "gatekeepers" under the Digital Markets Act for their respective cloud computing platforms, Amazon Web Services (AWS) and Microsoft Azure.
In preliminary findings on Thursday, EU antitrust regulators said Azure and AWS represent “the largest and second largest cloud computing services in the EU respectively,” have “achieved significant turnover, and their operational capacity and investments seem to have significantly outpaced those of competitors.”
Furthermore, their portfolio of AI tools and partnerships have become a decisive factor in cloud procurement. "Whilst AI is significantly increasing the demand for cloud-related services, AWS and Azure appear to retain a large proportion of this increased demand within their respective ecosystems."
Amazon told Reuters, the preliminary assessment disregard the breadth of cloud services available to European customers and ⁠risk deterring European investment and innovation.
Microsoft pointed to its rival Google's (GOOG) (GOOGL) growing power. "We remain ⁠concerned that ignoring the growing power of Google Cloud and Gemini will ⁠tilt the market in a harmful way," a Microsoft spokesperson said, as per the report.

More on Amazon, Microsoft