Google has secured unconditional EU antitrust approval for its $32 billion acquisition of cloud security firm Wiz, clearing a major regulatory hurdle and paving the way for one of the largest cybersecurity acquisitions to date.
The decision removes a key uncertainty for enterprise customers and positions Google Cloud to aggressively expand its security portfolio as competition intensifies with AWS and Microsoft in multicloud environments.
“The Commission found that there are several credible competitors that customers could switch to if Google were to bundle Wiz’s multi-cloud security platform with its existing products, or in case Wiz’s platform no longer worked with clouds other than Google’s,” the European Commission said in a statement.
The Commission said it also examined whether the acquisition would give Google access to commercially sensitive data from rival cloud providers that integrate with Wiz, but concluded that the information involved is not commercially sensitive and is generally accessible to other security software vendors.
Security reshapes cloud dynamics
Cybersecurity remains one of the most complex and fragmented areas of enterprise IT, with many organizations relying on multiple point solutions rather than a unified, end-to-end security architecture.
Analysts say the real fight in cloud computing is moving beyond infrastructure and into the control layer, where whoever has the clearest view of risk across environments holds the advantage.
“Compute, storage, and network scale are no longer sufficient differentiators at the enterprise board level,” said Sanchit Vir Gogia, chief analyst at Greyhound Research. “The real leverage now sits in who owns visibility across workloads, identities, entitlements, exposure paths, and increasingly AI pipelines.”
The acquisition positions Google as a vertically integrated cloud and AI cybersecurity provider that can give enterprises access to a more unified platform. But what the company does next is crucial, according to Neil Shah, VP for research at Counterpoint Research.
“The next step is how Google intertwines its current capabilities, such as Google Vertex AI Studio, with Wiz’s ‘Security Graph’ to enable enterprise developers to build a dynamic, real-time, and autonomous security layer,” Shah said.
Other analysts view the transaction as part of a broader structural shift in how hyperscalers embed security within their ecosystems.
“The acquisition signals the end of the best-of-breed era for cloud security and the beginning of Hyperscaler-led multicloud,” said Pareekh Jain, CEO of Pareekh Consulting. “It suggests that major cloud providers effectively own the security layer, even for their competitors’ environments. Cloud security is evolving from siloed tools into platform-level infrastructure, and hyperscalers are now competing not just on compute or storage but on unified security across ecosystems.”
Risks for enterprises
Jain said that while Wiz’s core value proposition is built on cloud neutrality, ownership by Google changes the strategic incentives.
“In theory, Wiz can remain cloud-agnostic, as its value proposition is grounded in neutral visibility across clouds,” Jain said. “However, under Google ownership, the incentives change. Tighter integration with Google Cloud could be prioritized, and features that differentiate against AWS or Azure may receive less focus.”
EU regulators concluded the deal would not meaningfully lessen competition, but analysts caution that deeper vertical integration could still anchor enterprises more tightly within Google’s platform stack, increasing long-term switching costs.
“For CIOs and CISOs, this acquisition fundamentally alters the risk calculation of using third-party security tools,” Jain said. “Enterprises heavily invested in AWS or Azure may start looking for a new independent security layer, e.g., CrowdStrike, Palo Alto Networks, to avoid dealing with Google.”
Lock-in extends beyond data portability to the underlying technical architecture, according to Gogia. He noted that flexibility decreases as organizations optimize their remediation playbooks and alert taxonomies for a specific provider’s telemetry or integrate AI governance tools natively with a single cloud’s model ecosystem.