EU DMA First Review Concludes No Legislative Change Needed; Cloud and AI Named as Next Enforcement Focus
Tags AI · Enterprise · Infrastructure
The European Commission's first Article 53 review of the Digital Markets Act, published April 28, 2026, concluded the DMA is fit for purpose with no legislative amendment required. The review covered two years since the regulation took full effect on May 2, 2023, during which seven gatekeepers were designated covering 23 core platform services and seven non-compliance proceedings were initiated. Cloud computing and AI were named as the next enforcement frontiers, with specification proceedings against Alphabet for Android AI interoperability and ongoing market investigations into Microsoft Azure and AWS. The Commission is also consulting on whether AI services should be brought within existing gatekeeper categories.
Technical significance
The DMA review's conclusion that no legislative change is needed — while simultaneously identifying AI and cloud as the next frontiers — reveals a tension in the regulatory framework. The debate over whether AI services fit within existing gatekeeper categories (e.g., virtual assistants) will determine whether companies like OpenAI, Anthropic, or Mistral could eventually be designated as gatekeepers. The specification proceedings against Alphabet for Android AI interoperability could force Google to open Android's AI features to third-party AI providers.