EU Targets Microsoft (MSFT) and Amazon Cloud Units for Big Tech “Gatekeeper” Rules, Reuters Reports

Reuters reports EU antitrust regulators are moving to classify Microsoft Azure and Amazon Web Services as “gatekeepers” under the Digital Markets Act, which would subject both cloud units to stricter rules aimed at limiting self-preferencing and improving interoperability and data portability. The headline is broadly negative for Microsoft and Amazon’s cloud businesses because it raises compliance burdens and could constrain platform behavior, though it may also reinforce scrutiny of their market dominance. The article also notes separate market discussion around Microsoft after shares fell to their lowest level in nearly three years, while JPMorgan described Microsoft’s 20-year West Texas natural-gas power agreement with Chevron as durable and strategically valuable for data-center energy supply. Overall, the piece points to increased regulatory pressure on large cloud platforms, with mixed implications for Microsoft’s stock: near-term overhang from regulation, offset by supportive commentary on its infrastructure strategy.