Which companies are affected by this designation?

Microsoft (MSFT) and Amazon (AMZN) are targeted, specifically their cloud computing services.

When will the new rules take effect?

No official date has been announced, but the EU is expected to initiate proceedings soon.

How might this affect Microsoft and Amazon stocks?

Short-term volatility is possible due to regulatory uncertainty, but long-term impact depends on how much they change their business practices.

EU Targets Microsoft and Amazon Cloud Units for Big Tech 'Gatekeeper' Rules

EU antitrust regulators are set to designate cloud computing services of Microsoft (MSFT) and Amazon (AMZN) as 'gatekeepers' under the Digital Markets Act, subjecting them to strict obligations to curb market power, according to Reuters.

June 27, 2026

2 min read

Source: Insider Monkey

Reuters reported on June 25, citing sources, that EU antitrust regulators plan to designate the cloud computing services of Microsoft Corporation (NASDAQ:MSFT) and Amazon.com, Inc. (NASDAQ:AMZN) as "gatekeepers" under the landmark Digital Markets Act (DMA).

Details of the Action

Under the DMA, gatekeepers face strict obligations, including bans on self-preferencing and requirements for interoperability. The designation would force Microsoft and Amazon to adjust their cloud business practices. An official announcement date has not been set.

Company Response

Neither Microsoft nor Amazon have commented on the report. Both companies are expected to challenge the designation, as they have in previous antitrust cases.

Precedents and Context

The move is part of the EU's broader crackdown on Big Tech. Six companies, including Alphabet (Google) and Meta (Facebook), were previously designated as gatekeepers, leading to significant operational changes. The DMA has been in effect since March 2024.

Potential Financial Impact

While the designation could increase compliance costs and require business model changes, the exact financial impact on Microsoft and Amazon's cloud revenue remains uncertain until formal action is taken.

Frequently Asked Questions

Gatekeepers are large digital platforms or services deemed dominant, subject to strict obligations like banning self-preferencing and ensuring interoperability.

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This article was rewritten in Wrqti's editorial style based on information from the original source above. Content is informational only — not investment advice.