DOJ Pushes for Google to Sell Chrome in Landmark Antitrust Case

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On Tue, 19 Nov, 4:02 PM UTC

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The U.S. Department of Justice is set to recommend that Google sell its Chrome browser as part of antitrust remedies, potentially reshaping the online search and AI markets.

DOJ's Antitrust Proposal Against Google

The U.S. Department of Justice (DOJ) is preparing to recommend that Alphabet Inc.'s Google be forced to sell its Chrome browser as part of a sweeping antitrust remedy. This proposal, set to be presented to federal judge Amit Mehta, aims to address Google's alleged monopoly in the search market 123.

Potential Impact on Chrome and Search Market

Chrome, valued at an estimated $15-$20 billion, is crucial to Google's advertising business. It allows the company to track user activity and effectively target ads, which form the bulk of its revenue 14. The browser controls about 61% of the U.S. market, making it a key access point for Google's search engine 23.

Additional Proposed Measures

The DOJ's recommendations extend beyond Chrome:

  1. AI and Android: Measures related to Google's artificial intelligence products and Android operating system 12.
  2. Data Licensing: Requirements for Google to license its search results and data 34.
  3. Android Decoupling: Separating Android from other Google products like search and the Play Store 23.
  4. Advertiser Controls: Increased information sharing and control for advertisers 34.

Potential Market Reshaping

If Judge Mehta accepts these proposals, they could significantly reshape the online search market and the emerging AI industry. The case, initiated under the Trump administration and continued under Biden, represents the most aggressive effort to regulate a tech company since the Microsoft antitrust case two decades ago 123.

Google's Response and Concerns

Google has expressed strong opposition to the DOJ's proposals. Lee-Anne Mulholland, Google's VP of regulatory affairs, stated that the department is pushing a "radical agenda" that goes beyond the legal issues of the case. The company argues that forcing the sale of Chrome would harm consumers, developers, and American technological leadership 123.

Timeline and Next Steps

Judge Mehta ruled in August 2023 that Google had illegally monopolized the search market. A two-week hearing is scheduled for April 2024 to discuss remedies, with a final ruling expected by August 2025. Google has announced plans to appeal the initial ruling 234.

Implications for AI and Data Usage

The DOJ's proposals also address Google's use of AI in search results. The company's "AI Overviews" feature has raised concerns among website publishers about traffic and ad revenue loss. The antitrust enforcers are considering recommending that Google be required to give websites more control over how their content is used in AI products 45.

Potential Buyers and Market Reaction

While a forced sale of Chrome would be a significant move, finding a suitable buyer could be challenging. Major tech companies like Amazon, who might be interested, are facing their own antitrust scrutiny. Some analysts suggest that AI companies like OpenAI could be potential buyers, seeing value in Chrome's user base and ad business 345.

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