SHIFTInfrastructure Software·Jun 25, 2026, 1:38 PMSignal85Medium term

AWS and Microsoft designated 'gatekeepers' under Europe's Digital Markets Act

Source: DataCenter Dynamics

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AWS and Microsoft designated 'gatekeepers' under Europe's Digital Markets Act

European Commission's preliminary decision comes despite duo "not meeting the DMA's quantitative thresholds"

Why this matters
Why now

The European Commission is actively enforcing the Digital Markets Act, seeking to level the playing field and curb the power of dominant tech platforms, even proactively designating entities that do not yet meet quantitative thresholds.

Why it’s important

This move expands the scope and power of the DMA, indicating a proactive regulatory stance that could significantly reshape the operating environment for major cloud and digital service providers in Europe.

What changes

Cloud providers like AWS and Microsoft, previously less scrutinized than consumer-facing platforms, are now explicitly subject to stringent 'gatekeeper' obligations, potentially leading to forced unbundling or interoperability mandates.

Winners
  • · European tech startups
  • · Smaller cloud providers
  • · Open-source software advocates
Losers
  • · Amazon Web Services (AWS)
  • · Microsoft Azure
  • · US hyperscalers
Second-order effects
Direct

AWS and Microsoft will face new regulatory obligations regarding data portability, interoperability, and self-preferencing limitations in the EU.

Second

This could lead to increased operational costs and strategic adjustments for these companies, potentially shifting their investment priorities or service offerings in the European market.

Third

Other global regulators might be emboldened by the EU's proactive approach, leading to similar 'gatekeeper' designations for cloud providers in different jurisdictions, impacting the global compute supply chain.

Editorial confidence: 90 / 100 · Structural impact: 70 / 100
Original report

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Read at DataCenter Dynamics
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