Regulatory and Antitrust Pressures on Hyperscalers Intensify – AI Sovereignty Frameworks Emerge

EU DMA clashes with Azure, NJ antitrust actions, FTC probe into Microsoft, and sovereign cloud initiatives continue. A new analysis using Krasner's sovereignty framework clarifies conflicting policies (EU CADA restricting non-EU providers, Malaysia hedging) that directly impact AWS's global market access and compliance costs. A sharp sovereignty analysis exposes the gap between hyperscaler promises (data residency, operational autonomy) and legal reality under US jurisdiction, using the Anthropic export-control incident as a real-world example.