The Point: Amazon and Microsoft receive notice of potential DMA gatekeeper classification in the cloud sector with regulatory compliance requirements.
The EU Commission has informed Amazon Web Services and Microsoft Azure that they could be classified as gatekeepers under the Digital Markets Act. This affects core cloud infrastructure services that are essential for AI systems and digital business models.
Cloud services have become a fundamental element of the European economy and a prerequisite for modern AI applications. The two US providers Amazon Web Services and Microsoft Azure dominate this market and thus decisively shape the infrastructure for businesses and developers in the EU.
The EU Commission has now informed both providers that classification as so-called gatekeepers under the Digital Markets Act (DMA) is being considered. This classification would mean that the services are regarded as core platforms for third parties and corresponding regulatory obligations arise. Gatekeepers must, for example, maintain transparent conditions, must not implement certain self-preferencing practices, and are subject to enhanced monitoring by the authorities.
The classification in the cloud sector is relevant for Chief Data Officers and data protection officers, as it has implications for data flows, vendor lock-in risks, and compliance requirements when selecting and using cloud infrastructure. Organizations should evaluate their dependencies on these providers and, where necessary, consider diversification strategies.
Source: borncity.com · Published June 26, 2026
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