EU gives Google six months to open Android and search data to rival AI services and competitors

Reviewed byNidhi Govil

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The European Commission launched specification proceedings requiring Google to provide third-party AI service providers the same Android access as Gemini and share search data with competing engines. Google has six months to comply or face potential fines of up to 10 percent of global revenue under the Digital Markets Act.

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Google Faces Six-Month Deadline to Share AI and Search Access

The European Commission initiated specification proceedings on Tuesday requiring Google to grant rival AI services and rival search engines equal access to its Android operating system and search data under the Digital Markets Act (DMA). The move targets Google's dominant position in mobile AI and search, demanding that third-party AI service providers receive the same level of deep Android integration currently enjoyed by Gemini AI integration

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. The proceedings must conclude within six months, with preliminary findings expected within three months

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Dual Proceedings Target AI and Search Dominance

The European Commission opened two distinct specification proceedings to address concerns about fair competition in both AI and search markets. The first proceeding mandates that Google provide third-party AI service providers equally effective access to the same features available to its own services, ensuring competitors can innovate on smart mobile devices

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. The second requires Google to share anonymized ranking, query, click and view data held by Google Search with competing platforms on fair, reasonable and non-discriminatory terms

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. This access to Google Search data is considered necessary for rivals to optimize their services and offer genuine alternatives to users

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Antitrust Scrutiny Intensifies Across Multiple Fronts

This latest action adds to mounting antitrust scrutiny facing Google from Big Tech regulators. Teresa Ribera, the EU's competition chief, emphasized the goal to "maximize the potential and the benefits of this profound technological shift by making sure the playing field is open and fair, not tilted in favor of the largest few"

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. Google already faces DMA charges from March 2024 for allegedly favoring its own travel, finance and shopping services, and for restricting Google Play developers from directing consumers to alternative payment methods

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. Additional investigations launched in November and December examine whether Google demoted commercial content on news websites and used publishers' material for AI services without appropriate compensation

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Google Pushes Back on Privacy and Innovation Concerns

Google's Senior Competition Counsel Clare Kelly expressed concerns about the proceedings, stating that "Android is open by design, and we're already licensing Search data to competitors under the DMA"

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. The company argues that additional rules "often driven by competitor grievances rather than the interest of consumers, will compromise user privacy, security, and innovation"

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. Despite these objections, the company faces significant financial pressure as non-compliance fines under the DMA can reach up to 10 percent of global annual revenue

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Market Power and Interoperability Requirements Shape AI Competition

The proceedings reflect broader concerns about market power concentration in AI development. EU tech chief Henna Virkkunen stated the goal is ensuring "third-party online search engines and AI providers enjoy the same access to search data and Android operating system as Google's own services"

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. This interoperability requirement mirrors similar guidance provided to Apple two years ago regarding its closed ecosystem

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. The Commission's approach aims to prevent the gatekeeper from leveraging its dominant position in mobile operating systems to control the emerging AI assistant market, where innovation depends on equal access to device features and training data.

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