EU Targets Microsoft (MSFT) and Amazon Cloud Units for Big Tech “Gatekeeper” Rules, Reuters Reports
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EU Targets Microsoft (MSFT) and Amazon Cloud Units for Big Tech “Gatekeeper” Rules, Reuters Reports Noor Ul Ain Rehman Sat, June 27, 2026 at 2:37 PM EDT 2 min read MSFT AMZN CVX Microsoft Corporation (NASDAQ: MSFT ) is one of the safe stocks for beginners to buy in 2026 . Reuters reported on June 25 that, according to EU antitrust regulators, Amazon and Microsoft Corporation's (NASDAQ:MSFT) cloud computing services should be designated as "gatekeepers" under landmark tech rules. This step would subject them to strict obligations aimed at curbing market power. It further stated that the designation under the Digital Markets Act would impose a set of obligations and bans on Amazon Web Services and Microsoft Azure, which includes "limits on self-preferencing and requirements to ensure interoperability and data portability". In a separate development, Following Microsoft Corporation (NASDAQ:MSFT) and Chevron's signing of a 20-year agreement to supply natural-gas- fired power to a data-center campus in West Texas, JPMorgan stated that it considers the offtake as durable and believes "the most compelling element of the structure" is its behind-the-meter design, whereby the plant generates its own power on-site and feeds the campus directly, without drawing on the grid or involving a local utility. The firm further stated that it sees the deal providing "valuable diversification" against the balance of Chevron's commodity-price-exposed portfolio. Microsoft Corporation (NASDAQ:MSFT) develops and supports services, software, devices, and solutions. It operates through the Intelligent Cloud, Productivity and Business Processes, and More Personal Computing segments. While we acknowledge the potential of MSFT as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock . READ NEXT: 15 Stocks That Will Make You Rich in 10 Years AND 12 Best Stocks That Will Always Grow . Disclosure: None. Follow Insider Monkey on Google News .
AI 시장 분석
Reuters reported that EU antitrust authorities intend to designate Amazon Web Services and Microsoft Azure as 'gatekeepers' under the Digital Markets Act, which would likely impose bans on self‑preferencing and obligations for interoperability and data portability. Such regulation could weaken AWS and Azure's bundling and customer‑lock‑in strategies, putting pressure on profitability and product integration. Conversely, stronger data mobility is likely to create opportunities for European local cloud providers and multi‑cloud management and migration tools. Meanwhile, Microsoft’s 20년 power supply contract with Chevron (behind-the-meter) is expected to provide energy companies with stable long‑term revenues and improve power stability for data centers, thereby stimulating demand for related infrastructure.
상승 영향
- European local cloud providers — Restrictions on AWS·Azure market practices would facilitate customer data movement and increase the likelihood of migration to European local clouds.
- Cloud interoperability and multi-cloud t — Interoperability and data portability obligations will raise demand for migration, API integration, and multi‑cloud management solutions.
- Data center power & energy (natural gas — Microsoft‑Chevron's 20년 off-take and behind-the-meter arrangement provide energy firms with a stable long‑term revenue source.
- Data center infrastructure, facilities, — Improved on‑site generation and power stability for data centers could boost demand for construction, cooling and power equipment and enhance data center REIT values.
하락 영향
- Cloud infrastructure (AWS, Azure) and bi — Gatekeeper designation, with bans on self‑preferencing and data mobility obligations, could weaken bundling and lock‑in strategies and pressure profitability.
- Advertising and platform cross‑selling b — Limits on data use and integration policies may reduce the effectiveness of targeted advertising and cross‑selling, weighing on big‑tech ancillary revenues.
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