KAPUALabs$MSFT's biggest risk isn't competition—it's regulation. From EU AI Act conformity assessments to DMA unbundling of Teams, export controls on GPUs, and a growing credibility gap between security approvals and actual assessments, the compliance landscape is reshaping Azure's economics.
Can Microsoft turn governance into a competitive moat? Full analysis: https://post.kapualabs.com/2p9ead92
