据彭博社周五报道，欧盟委员会计划于11月指定亚马逊云服务和微软Azure为《数字市场法》所规定的“守门人”。
The European Commission plans to name Amazon Web Services and Microsoft Azure as gatekeepers under the Digital Markets Act (DMA) in November, Bloomberg reported on Friday.
据知情人士透露，监管机构即将完成一项调查，结果将证实这两大云服务均属于欧盟针对大型科技企业的监管范畴。
Citing people familiar with the matter, it said regulators are finishing an investigation that will find both cloud services fall under the bloc’s Big Tech rules.
不过这一决定目前仍处于草案阶段，具体时间可能有所变动。TNW尚未独立核实该消息，欧盟委员会也尚未公布确切日期。
The decision is still a draft, and its timing could slip, Bloomberg’s sources said. TNW has not independently confirmed the report, and the Commission has not publicly set a date.
若最终决定得以落实，则意味着该委员会6月份提出的初步判断得到确认。当时委员会指出，AWS与Azure是企业与其客户之间的关键通道，二者分别是欧盟地区规模最大的两家云服务提供商。
A final decision would confirm the preliminary view the Commission shared in June. At the time, it told Amazon and Microsoft that AWS and Azure are a key gateway between businesses and their customers. They are the largest and second-largest cloud services in the EU.
尽管这两家企业的规模与用户数量暂未达到《数字市场法》规定的标准，但委员会认为它们拥有数量庞大且长期稳定的客户群体，客户更换服务商的成本较高；同时这两家企业还将大量人工智能计算需求留在自身生态体系内。
Neither service meets the DMA’s usual tests for size and user numbers. Instead, the Commission said both have large, long-standing customer bases that find switching costly. It added that they keep much of the new demand for AI computing inside their own ecosystems.
一旦被正式指定为守门人，亚马逊与微软需在6个月内使自身服务符合《数字市场法》的各项要求，即不得优先推广自家产品。此外它们还必须与同类竞品服务商开展合作，允许客户自由迁移数据，从而降低企业更换云服务提供商的门槛。
Once designated, Amazon and Microsoft would have six months to bring the services into line with the DMA. Its rules stop gatekeepers from favouring their own products. They must also work with rival services and let customers move their data, which would make it easier to switch cloud providers.
违反《数字市场法》的企业最高将被处以全球年销售额10%的罚款，屡犯者罚款比例可升至20%。目前这两家企业已是其他服务的守门人，比如亚马逊电商平台与微软Windows系统。
Firms that break the DMA face fines of up to 10% of their global sales, or 20% for repeat breaches. Both firms are already gatekeepers for other services, such as Amazon’s marketplace and Microsoft’s Windows.
欧盟委员会于2025年11月启动针对云服务领域的调查，按照《数字市场法》规定，此类审查需在一年内完成，因此11月的时间节点也符合相关规定。
The Commission opened the cloud investigations in November 2025. The DMA gives it about a year to finish such reviews, which fits the November date. Both companies have pushed back.
两家企业均对此持反对态度：今年6月AWS方面指出，欧盟已通过《数据法》对云服务实施监管，额外的《数字市场法》规则可能打击企业在欧投资积极性；调查启动之初，微软也强调欧洲云服务行业具备高度创新性与竞争力。
In June, AWS argued that the EU already regulates cloud through its Data Act and that extra DMA rules could deter investment in Europe. When the investigations opened, Microsoft said Europe’s cloud sector was innovative and highly competitive.