The AI platform stack is becoming an antitrust stack
When regulators look at AI competition, they don't just see chatbotsthey see distribution, compute, and the contracts that tie them together. Microsoft sits at the intersection of all three.
Why this matters for the market
- AI isn't a standalone product anymore; it's entwined with cloud commitments, enterprise licensing, and 'default' placement inside productivity suites.
- That makes classic antitrust questions newly relevant: Is the platform advantaging its own AI partners? Are competitors being boxed out by bundling?
What enterprises should prepare for
- More contract scrutiny: exclusivity, preferred pricing, and tight coupling between services could come under pressure.
- Product roadmaps may shift toward clearer separations: modular AI services, portability options, and more transparent pricing structures.
What competitors will push for
- Easier switching: migration tooling, data portability, and the ability to run models across clouds without punitive economics.
Even if nothing changes overnight, this kind of scrutiny tends to reshape behavior: companies start engineering for defensibility, not just speed.