Stewart highlighted the EC’s action. “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,” she said.
The situation needs to be resolved quickly given the increasing importance of AI in today’s market and the need for competitive cloud services to support it, said Terrar: “AI, particularly agentic AI, is going to change the cloud market. We’re going to see some changes, for example, more processing at the edge, and the cloud infrastructure is so fundamental to the industry today.”
And, of course, there’s the additional cost, said Stewart: “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.”
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