•Regulators explore cloud designation for Amazon and Microsoft under DMA.
•Move signals tighter scrutiny of AI assistants and infrastructure markets.
The fact
The European Commission plans to extend the Digital Markets Act to include cloud computing and artificial intelligence services. The DMA, in force since May 2023, currently regulates seven gatekeepers including Alphabet, Amazon, Apple, Meta and Microsoft. Regulators are examining whether Amazon and Microsoft's cloud businesses should be designated under the framework, alongside AI virtual assistant services. The Commission noted early DMA results have improved data portability and interoperability.
The Assessment
The expansion signals EU competition enforcement is moving beyond digital platforms into cloud infrastructure and AI service layers. This could increase regulatory obligations for hyperscalers, particularly in cloud computing, while extending oversight into AI assistant ecosystems. The Commission's stance suggests continuity in its current framework rather than structural overhaul, but with broader application to emerging technologies.
What to Watch
Watch for formal gatekeeper designations in cloud services and how AI assistant classification is applied within DMA enforcement guidance.
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