Microsoft Faces FTC Cloud Inquiry While Broadening AI Partnerships And Valuation Story

Microsoft Faces FTC Cloud Inquiry While Broadening AI Partnerships And Valuation Story

By Simply Wall St
Publication Date: 2026-02-14 18:10:00

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  • US Federal Trade Commission launches expanded antitrust scrutiny of Microsoft’s cloud and AI bundling practices.

  • NasdaqGS:MSFT moves to reduce reliance on OpenAI, increasing focus on in house AI models and partnerships with Anthropic and Mistral.

  • Company announces new data sovereignty agreements, including work with Capgemini, and leads a global alliance on ethical and secure tech standards.

For investors watching NasdaqGS:MSFT, this cluster of regulatory and AI updates goes straight to the core of how the company builds and sells cloud and AI services. The FTC’s focus on bundling and licensing touches Azure, Microsoft 365, and AI add ons, while new alliances around data sovereignty and standards show how closely cloud, AI and regulation are now linked.

At the same time, Microsoft’s effort to grow its own models and…