The final hurdle for Alphabet’s largest acquisition in history is approaching.
European antitrust regulators have set a deadline of February 10 to decide whether to clear Google’s $32 billion purchase of cybersecurity unicorn Wiz.
🛡️ THE STRATEGIC STAKES: This isn’t just a bolt-on; it’s a platform-defining move.
- The Goal: Sharpen Google Cloud’s edge in the “Cloud Security” race against market leaders Amazon (AWS) and Microsoft (Azure).
- The Scale: At $32B, this is Alphabet’s biggest bet ever, signaling that security is no longer a feature, but the primary selling point for enterprise cloud migration.
⚖️ THE REGULATORY SPLIT:
- 🇺🇸 The US View: The acquisition already secured a green light from US regulators in November 2025.
- 🇪🇺 The EU View: The European Commission is the last line of defense. They can clear the deal (with or without concessions) or launch a full-scale investigation if they fear market dominance.
💡 ANALYST TAKEAWAY: With the US approval already in hand, a block by the EU would create a massive trans-Atlantic regulatory rift. If cleared, Google effectively integrates the fastest-growing software company in history into its stack, forcing AWS and Microsoft to respond with M&A of their own. Watch for potential “concessions” regarding data interoperability as the likely price of admission.
👇 Cloud Pros: If this deal closes, does Google Cloud become the default choice for security-conscious enterprises?