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FTC details lock-in and concentration in major AI partnerships

The FTC reported equity, revenue-sharing, exclusivity, cloud-spend and information-sharing terms linking Alphabet, Amazon and Microsoft with Anthropic and OpenAI, and identified competition risks.

CURRENT ASSESSMENT · REVISION 1
AWAY FROM DOOM38confidence 97/100

Why it moved the index

A unanimous regulator report created authoritative visibility into compute concentration, switching costs and sensitive information access that can inform oversight. It is investigative rather than an enforcement remedy, limiting direct risk reduction.

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Assessment history

  1. R1
    Away 38 · confidence 97

    New January 2025 competition-oversight report with no durable collision.

    12 Aug 2026