"The commission kicked off three inquiries last autumn and they're due to make an interim report in May or June. They may well get there before the CMA, which started three years earlier. AI, particularly agentic AI, is going to change the cloud market with more processing at the edge, and the cloud infrastructure is so fundamental to the industry today."
"There was a footnote in the CMA report that the UK is paying about £500m too more for cloud, because of the dominance of the big players: there's a need for more competition."
The European Commission initiated three inquiries in autumn and expects interim reports by May or June, potentially completing before the CMA's three-year investigation. AI adoption, particularly agentic AI, is transforming the cloud market with shifts toward edge processing, making cloud infrastructure increasingly critical. The UK faces significant economic consequences from cloud market dominance, with consumers paying approximately £500 million more annually due to limited competition among major providers. Rapid resolution of these competitive issues is essential given AI's growing importance and the fundamental role cloud services play in supporting emerging technologies.
Read at Computerworld
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