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Looking ahead: The European Union is turning its regulatory attention to a new layer of the tech stack: cloud infrastructure and AI systems increasingly controlled by a small group of dominant players. In a report released this week, the European Commission said it plans to expand the scope of the Digital Markets Act to include cloud computing and artificial intelligence, building on what it views as early success in curbing Big Tech's influence over digital markets.

The DMA, which took effect in May 2023, currently applies to companies including Alphabet, Amazon, Apple, Booking.com, ByteDance, Meta, and Microsoft.…