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CoreWeave, a major AI cloud computing provider, is exploring financial hedging tools to protect itself from potential memory chip price declines, reflecting the deep entanglement between cloud operators and volatile semiconductor markets.
EU antitrust authorities have announced plans to classify Amazon Web Services and Microsoft Azure as "gatekeepers" under the Digital Markets Act, subjecting them to strict regulations aimed at limiting their market dominance in cloud computing.
A Michigan pension fund has filed a class action lawsuit against Microsoft, claiming the tech giant concealed slowing Azure cloud growth and massive AI infrastructure spending that tanked its stock price by 10% in late January.