Looks like it's a response to the recent cloud services market investigation by the CMA [1].
Which highlighted "Egress fees harm competition by creating barriers to switching and multi-cloud leading to cloud service providers entrenching their position" [2].
It's also interesting that they are calling out problems with software licensing, as that is another thing the CMA is investigating in their cloud market review.
[0]: https://developer.apple.com/videos/play/wwdc2025/277/
[1]: https://www.macrumors.com/2025/06/18/apple-transcription-api...