Sources: the EU has determined that Apple's anti-steering rules for developers do not comply with the DMA, and plans charges against Apple in the coming weeks
Two things happened this week. Apple's (NASDAQ: AAPL) … Thomas Claburn / The Register : European Commission may be about to put the squeeze on Apple for its App Store rules Chance Miller / 9to5Mac : ...
The EU reaches a deal on the AI Act, one of the world's first comprehensive attempts to limit AI use, including in law enforcement and critical infrastructure
another set of rules that let them fine US big tech companies since there aren't any European ones. The law will require foundation models, including GPT & Gemini, to comply with transparency obligat...
Sources: the FTC is finalizing its antitrust suit against Amazon and is likely to file its case in federal court rather than its own tribunal as soon as August
FTC readies lawsuit that could break up Amazon — https://www.politico.com/... Twitter: @ethangach : My favorite fan mantra from the Xbox Activision hearing was that losing cases under antiquated rul...
The UK CMA's block of Microsoft's Activision deal focuses on the nascent cloud gaming market, confusing analysts as regulators typically focus on mature markets
but that's what tripped up the Activision deal Reuters : UK watchdog defends Microsoft block in face of onslaught from companies Rebekah Valentine / IGN : Microsoft, Activision-Blizzard, and the CMA: ...
The UK CMA's block of Microsoft's Activision deal focuses on the nascent cloud gaming market, confusing analysts as regulators typically focus on mature markets
but that's what tripped up the Activision deal Sean Carey / TrueAchievements : Microsoft inks another 10-year cloud gaming partnership despite CMA setback Sean Hollister / The Verge : Microsoft's Acti...
French startup Yousign, a DocuSign-rival that provides an e-signature service targeting European SMBs, raises €30M Series A led by Lead Edge Capital
French startup Yousign has raised a $36.6 million Series A funding round (€30 million). Lead Edge Capital is leading the round … Tweets: @charlesfitz Tweets: Charles Fitzgerald / @charlesfitz : Endle...
Sources: IBM is exploring a sale of its IBM Watson Health business, which has roughly $1B in annual revenue and isn't currently profitable
WSJ reports IBM exploring sale of Watson Health business https://www.wsj.com/... Jeffrey Snover / @jsnover : I always considered Watson a pixie dust marketing ploy aimed at the low tech-competent exec...
In an attempt to recreate its success from the '90s, IBM has bought Red Hat; it's not clear, though, that the company or the market are the same
IBM's Make or Break Deal for Red Hat Webrazzi : IBM makes the largest software purchase in history by paying 34 billion dollars to Red Hat Bloomberg : IBM's Rometty Stakes Legacy on Risky $33 Billion ...
Analysis: IBM and Oracle are tens of billions behind Amazon, Google, and Microsoft in CAPEX, and grow much slower in cloud infrastructure from a much lower base
Charles Fitzgerald / Platformonomics : Tweets: @jonathansorum , @timsneath , @charlesfitz , @jaypipes , @timoreilly , and @marypcbuk Tweets: Jonathan Sorum / @jonathansorum : CAPEX is a leading indic...
Analysis: IBM and Oracle are tens of billions behind Amazon, Google, and Microsoft in CAPEX, and grow much slower in cloud infrastructure from a much lower base
In previous installments (2017, 2018) of Follow the CAPEX™ (merch store opening soon!), we've looked at the capital expenditures behind … Tweets: @jonathansorum , @timsneath , @charlesfitz , @jaypipes...