Regulatory, Sovereignty and Copyright Overhang

The CMA’s proposed strategic-market-status designation remains unresolved, with a decision expected by February 13, 2027; Dutch public agencies’ phased 2027–28 move away from Microsoft 365 remains a plan. Microsoft’s sovereignty partner page highlights national-cloud positioning but gives no evidence of new uptake. The EU/EFTA Claude-processing move inside the EU Data Boundary is not live, while UK Copilot tenants are due to get Claude enabled by default from December 9, with processing outside EU and UK local-boundary commitments and an administrator opt-out.