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2025-07-31 18:10:39
[Cloud Computing Duopoly: Amazon and Microsoft Face UK Antitrust Investigation] ⑴ An investigation panel from the UK antitrust regulator stated that Amazon and Microsoft's leading position in the cloud computing market is harming competition in the industry. ⑵ This negative impact is exacerbated by rising barriers to technological and commercial switching. ⑶ On July 31, Beijing time, the UK Competition and Markets Authority (CMA) investigation panel stated that the regulator should consider designating the two companies as having a "strategic market position" (SMS) in the cloud services sector. ⑷ If designated as an SMS, the regulator would have the power to impose tailored regulatory conditions. ⑸ However, the investigation panel also noted that the CMA has indicated that it will not initiate any future SMS investigations before early next year. ⑹ As the third-largest cloud service provider, Google's market share is significantly lower than that of Amazon and Microsoft. ⑺ This finding highlights the problem of excessive concentration in the cloud computing market and reflects regulators' growing concern about competition in the digital economy. ⑻ The implementation of relevant regulatory measures in the future may have a profound impact on the competitive landscape of the cloud computing industry.
