FTC Scrutiny And AI Push Reframe Microsoft’s Cloud And Valuation Story

• The US Federal Trade Commission has expanded its antitrust probe into Microsoft’s cloud and AI practices, sending fresh information requests to competitors.
• Regulators are examining Microsoft’s software bundling and licensing approach in cloud services and AI tools.
• Microsoft and Capgemini are broadening their collaboration to offer sovereign cloud and AI solutions for highly regulated industries.
• Microsoft is investing in its own AI infrastructure and proprietary foundation models, reducing reliance on OpenAI.

For investors watching NasdaqGS:MSFT, these developments sit at the intersection of regulation, cloud computing, and AI. Microsoft’s core businesses in productivity software, cloud infrastructure, and AI services are now facing closer regulatory attention, especially around how software is packaged and sold to enterprise customers. In parallel, the expanded work with Capgemini on sovereign cloud and AI reflects demand from governments and regulated sectors for…